Matrix

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  1. Matrix Locker - Deactivated Users Still Appear

    Need an easy way to deactivate files and users from Matrix Locker. The files may need to remain after deactivation as a point of reference.

    2 votes

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    2 comments  ·  Maintenance  ·  Flag idea as inappropriate…  ·  Admin →
  2. Mass Action - To change priority

    When a Manager wants to update more than 50 Accounts at once. To change account's priority using Mass action.

    1 vote

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  3. Reassign and Merge on the same page

    It would be very efficient if filtering, account reassignment and merging could be done on the same page. Currently we need to filter the account list by an AE, and see if there are any dups. If there some, need to download this list to Excel, print it, and then go to a different page in order to merge....what a waste of time!

    Hope this makes sense, and I am sure other customers would love have this functionality as well. Please contact me if you want to discuss this further as the able is a weekly task I do not…

    1 vote

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  4. New Business

    Can you have the new business as coded in wide orbit enabled in Matrix so we can pull in a revenue report for the AE's?

    1 vote

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  5. Give us the ability to reassign Custom 1 and Custom 2 as we can reassign Cateogries and Rev Types.

    In our database, Revenue Code 2 is mapped to Custom 2. It would be very helpful if I could reassign incorrectly entered Rev Code 2s so my revenue figures would be correct when pulling a report based on Custom 2 in Matrix.

    1 vote

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