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!
20 results found
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Light and Dark Mode
It would be great to add a light and dark mode option. I prefer dark mode as I spend a lot of time staring at the screen and it is less stress on the eyes if the background is dark and the text is light.
Additionally, you could have custom color/background/theme options then we could choose the colors we want ourselves.
1 vote -
Add Useful Keyboard shortcuts to Monarch
User wants to have keyboard shortcuts that allow for easy application of toggling sliders suggested control plus s to move slider from activity list to calendar view on the activities tab
1 vote -
Mass Delete - Matrix Locker
Vanessa Busch (vanessa.busch@fox4now.com) Would like the possibility to select more than one file to delete all
3 votes -
tagging managers
it would be very helpful if we could tag a manager in a note and the system alerted them that they have been tagged like in Zendesk Sell.
1 vote -
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 -
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 -
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.
2 votes -
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 -
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.
9 votes -
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 -
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 -
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 -
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
5 votes -
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 -
Ability to mass delete prospects and leads
When trying to clean up my account list, I would like to be able to select multiple items and delete them all at once.
6 votes -
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 -
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 voteThis 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.
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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 -
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 -
Need more info in the search results
When searching for a contact with the main nav magnifying glass sometimes there are duplicates because two different people have the same name, with out the company name I don't know which one is the one I'm looking for. It would be nice if all of the reulsts had some kind of qualifier on them, Contacts - Company, Accounts - perhaps AE or type, Salespeople -Team, etc.
1 vote
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