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4 results found

  1. I would like a way to reassign the contacts on an account to another owner

    I accidentally created hundreds of contacts in my name (I am the sales assistant). I meant to give them to the account owners so that they could use them.

    It would be nice if Matrix could allow me to change the contact owner to another user in instances like this. My only option appears to be deleting the existing contact and recreating the contacts with the correct owner set in the dropdown.

    3 votes

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    1 comment  ·  Contacts  ·  Admin →
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    Prioritizing  ·  AdminRyan Moore (Product Owner, Matrix) responded

    We plan to address issues with how contacts are managed within our newest product, Monarch, in the near future. If done right, it should eliminate the idea of a contact owner and put more focus on the company that the person works for as well as provide more up-to-date / accurrate contact info.

    Stay tuned!

  2. List Accounts without Contacts

    Currently no report or list exists that will show me what Accounts do not have contacts. I contacted the Matrix help desk, and they stated I will need to download an AE's Account list, as well as, the entire contact list, and then cross reference them in order to get this information.

    Are you kidding me? This will take too much time, time that I do not have.

    I know I am not the only customer complaining about this, and it really should be a standard feature already built into Matrix.

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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    Prioritizing  ·  AdminRyan Moore (Product Owner, Matrix) responded

    This is actually a very exciting request to hear! I want to elaborate on two fronts with this one…

    1) We have a way to get this information today. It’s a tool that our Success Managers at Matrix utilize to help customers like you better understand how the system is being utilized. When our success managers check in with you, I encourage you to set up a plan with them that helps increase the usage of Matrix with your sales team! Also, one of our support reps will be sending a copy of this export to you that shows if an account has a contact or not among many other interesting tidbits about your accounts at a quick glance.

    2) We’re building a brand new alert engine that will allow you to get information just like this! “Show me accounts that have no contacts” sure thing! “Show me Salespeople with…

  3. add contact person name area to "add a prospect" window

    add contact person name area to "add a prospect" window. Consider letting me add an Agency at the same time. Or add an Account when I add an Agency. Account/Agency/Contact would be useful to add all at the same time when I know them.

    3 votes

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    4 comments  ·  Contacts  ·  Admin →
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    Prioritizing  ·  AdminRyan Moore (Product Owner, Matrix) responded

    While prospecting, it makes sense to also add in the people you might know. I’m going to pass this along to our team for consideration in future Account changes that we are planning to do. I want to make sure that this is a candidate for development.

    Thanks!

  4. When linkin a contact to an account or agency it will erase the already input street adress

    Leave street address populated when linking contacts to accounts/agencies

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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    Prioritizing  ·  AdminRyan Moore (Product Owner, Matrix) responded

    We will look into a way to handle this that allows you to pick which contact information you want to keep on your contacts when attaching them to accounts and agencies.

    Thanks for the feedback!

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