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7 results found

  1. 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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    0 comments  ·  Maintenance  ·  Admin →
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    completed  ·  AdminRyan Moore (Product Owner, Matrix) responded

    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!

  2. include FC to budget on birds eye view

    add a column on birds eye view that includes FC to budget/forecast so you don't have to run a report

    3 votes

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    4 comments  ·  Maintenance  ·  Admin →
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  3. DELETING PROSPECTS / LEADS WITH ACTIVITIES

    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

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    completed  ·  AdminRyan Moore (Product Owner, Matrix) responded

    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.

  4. Last data load date/time on the Admin Overview screen

    Just as reassurance it would be beneficial to see the last data load date/time on the Admin Overview screen.

    2 votes

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    3 comments  ·  Maintenance  ·  Admin →
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  5. provide Admin Users with the ability to filter the User List by Team and/or Role.

    1 vote

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  6. Include Managers in Seller Groups

    Would like to have sales managers included in the seller group for the Market. Managers do sometimes have accounts assigned to them

    5 votes

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    completed  ·  AdminRyan Moore (Product Owner, Matrix) responded

    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!

  7. I would like to see strike throughs on the master account list

    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

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    completed  ·  AdminRyan Moore (Product Owner, Matrix) responded

    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.

    Thanks!

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