Matrix

Please use this area to let us know what you like, dislike, or would change about the product and/or services in order to better meet your needs in the way you do business. If we ask for more information, please respond in order to ensure your ideas have a better chance of being made a reality!

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  1. Links Inside Accounts: User Friendliness

    Have the account name be clickable when in a screen inside the account. *Example, on the page after adding an activity, I have to use my back arrow to go back to the main account page, or search for the account all over again.
    *It would be beneficial to have the accounts’ info tabs as links available at all times when inside the account.
    Suggestion: Contacts + Add contact, Activities + Add Activity, Deal + Add Deal, etc. As you do on the main page.
    *On the main page, where is lists…summary, activities, contacts, deals. It would be beneficial to…

    1 vote

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  2. Freeze Row Headers for Top Down Forecast Page

    On the Top Down Forecast page it would be great to have a way to freeze/lock the row headers on the left side of the page. This would help to still see what rows you are editing when scrolling to the far right of the page.

    8 votes

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    3 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  3. an idea: mark comment as primary

    I think it would be a great feature if you could use a check mark to set any comment in the journal as "primary". This way the selected comment would always stay on top of the ticket's journal and the crucial information of the ticket would be more accessible for other team members.

    in german:

    Ich denke, dass es eine tolle Funktion wäre, wenn man mit einen Häkchen einen beliebigen Kommentar im Journal als "primär" setzen könnte. Damit würde der gewählte Kommentar im Journal des Tickets immer oben bleiben und damit die entscheidende Info des Tickets für andere Teamkollegen besser…

    5 votes

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  4. A Matrix Locker folder that can be used to share files on all access levels with sub folders

    Just a suggestion maybe a folder that allowed everyone access that could have subfolders might be a great way to help your clients seeing as we are all working remotely for the foreseeable future.

    The My Company folder allows some access but not full access to all levels of access and has no ability to organize files.

    This would allow your clients to use your product instead of a Dropbox or Google account. It would keep files safe and allow managers, AE's, and assistants to share files like research and proposals.

    1 vote

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  5. Seeing Accounts in Sales Outlook

    As a manager, it would be great to have a toggle option for accounts within the sales outlook to see top account right from this dashboard.

    1 vote

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  6. Default filters for Sales Outlook

    It would be great if there was a default filter option on the Sales Outlook so you could save a preference and click a button to go back to that preference at any time.

    1 vote

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  7. Share List Builder Lists

    Be able to share a list that an AE or another Manager created in List Builder to other users. My AE's are creating lists in List Builder and I'm not able to see them as a Manager or run a report by these lists.

    8 votes

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    gathering requirements  ·  2 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  8. Work offline in mobile

    Mobile data consumption is a high cost in LATAM and certain low-coverage regions, consider an approach where the mobile experience can be used offline, with the ability to update/upload when data services are available

    2 votes

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    1 comment  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  9. Top Down Forecast

    Add filters for Outlet, Office , Revenue Type and Time Frame

    1 vote

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  10. Show more than 10 users on the Dashboard (Team's page).

    To show more than 10 users on the Dashboard (Team's page).

    1 vote

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  11. Move folders within Matrix Locker

    Able to move existing folders within Matrix Locker to a new location. For example I want to parent an existing folder under another folder.

    1 vote

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  12. Add note to Search results stating the information is displayed in columns

    It would be helpful if there was a note stating that the search results are displayed in columns. It can cause confusion when you have an account, agency with similar names as at first glance it appears they're assocated with eachother when they are not.

    1 vote

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  13. Bring Salesperson Preview back to Monarch

    I'd like to see the Salesperson Preview brought back to Monarch to see the dollar/budget impact on potentially shifting and moving around accounts

    4 votes

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    2 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to have tags locked - Specific list of tags that can only be used

    Ability to have tags locked so you can only use tags from a specific list

    1 vote

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  15. Filters not sticking on Team page

    When I filter the page then click off the page to something else then go back to the page, the filter doesn't save...so there's no way to deafualt 1o A.E.'s I would like to see?

    2 votes

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    gathering requirements  ·  1 comment  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to mass delete prospects, leads, activities and/or contacts

    When trying to clean up my account list, activity list or contact list, I would like to be able to select multiple items and delete them all at once.

    4 votes

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    1 comment  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  17. Make Mobile easier to navigate

    It is very challenging to add activities and contacts in Mobile. Too many clicks, scrolling, etc. Need this area to be more steamlined

    1 vote

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    1 comment  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  18. add "time" to the daily import date

    When I select the import date from the lower left, it tells me the revenue source and the date. I'd like to know the time that the import finished as well, and I understand that does not mean that the file was generated at that time.

    1 vote

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →

    This may be something that we can address with future API calls instead of importing from exported files provided to us from traffic systems.

    To date, we do not receive the time of day that a file was generated, only the day.

  19. matrix locker

    I want to be able to drag files on top of the Matrix locker window to have them upload. eg. in the Deal management, click on the Matrix locker tab, drag my file into the Matrix locker space, it uploads.

    1 vote

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  20. Espresso Shot include weekly total activities

    Would it be possible to add the weekly total number of activities entered into an AE’s Daily Espresso Shot? It might be a good way to give AEs a look at how they are doing on activities. Particularly if there are KPIs against activity levels.

    1 vote

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