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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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3 results found

  1. Display activity notes on account profile better

    it would be really helpful to be able to read all of the activity notes quickly, When calling a client back it takes time to have to open each note separately.

    8 votes
    4 comments  ·  Activities  ·  Admin →
    How important is this to you?

  2. scheduled calls

    when scheduling a call - imported into my calendar - when the calendar reminder comes up, there's not an automatic integration of the contact's phone number.
    when on the road, that means, pulling up matrix, finding the account/contact and then calling - instead of simply opening the

    3 votes
    3 comments  ·  Activities  ·  Admin →
    How important is this to you?

  3. Would like to be able to schedule an appointment that spans more than one day

    I have to go to a seminar or trade show that is more than one day. I would like to be able to create one activity that spans multiple days.

    1 vote
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?
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