7 results found
When a Manager wants to update more than 50 Accounts at once. To change account's priority using Mass action.1 vote
This has been completed and will be out in the next release. It is only for customers using our Multi-stage functionality for now, but will be available for all customers once upgraded.
Thank you for the feedback!
add a column on birds eye view that includes FC to budget/forecast so you don't have to run a report3 votes
We have added a FC To Budget column to the Sales Outlook within Monarch.
thanks for the feedback!
As an assistant or manager, I need to able to delete a prospect that has an activity and/or contact against the prospect so I can keep my database clean.5 votes
We have just finished testing on this feature. When a prospect or lead is deleted, all corresponding activities and contacts will be deleted as well. To an end user, It will be as if the account never existed.
You can anticipate this being released around the end of Q3 as part of a big fall release filled with goodies!
Thanks for sharing your thoughts with us.
Just as reassurance it would be beneficial to see the last data load date/time on the Admin Overview screen.2 votes
Informed the user where this feature currently exists and extended our support number in case additional questions come up.
we have just finished testing and development of this feature. We anticipate having it ready for our big release in the 2nd quarter.
Thanks for the feedback!
Would like to have sales managers included in the seller group for the Market. Managers do sometimes have accounts assigned to them5 votes
We have just completed development and testing of this feature. While you won’t see the changes immediately, you can expect to see it in our next release.
Thank you so much for letting us know you wanted this!
I am unable to determine which users are "Inactive" when doing maintenance from the master account list. These users were never on teams, so I cannot do the reassignments from the regular account list.1 vote
This feature has been tested and approved. We also enhanced the agency lists so that they displayed strikethroughs properly. You can look forward to seeing these changes within Matrix before the quarter is up.
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