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!

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Build Your Own Custom Alert

    Ability to create your own custom alert with boolean logic

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Alerts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Alert for when a new Lead or Prospect Account Added

    Create an alert for when a new Lead Account or new Prospect Account is added into Matrix

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Alerts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Filtering Quite Accounts Alert with Tags

    Filtering this alert based on Tagged accounts would be extremely helpful as we are trying to focus efforts on specific accounts that we are using tags to catalog against.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Alerts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Quiet Account Alert for Prospects

    Would like to have the ability to filter the quiet account alert by Account Type

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Alerts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Forecast Under Budget Alert - Allow For Next Year Settings

    Forecast Under Budget Alert - Allow For Next Year Settings

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Alerts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Sales Alerts to compare revenue of this year to last year

    I'd like to see an alert similar to the forecast over budget, but that was based on last years sales. So something I can set for myself that is at 10% over last years sales or something like that.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Alerts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Have the ability to share alerts much like you do for reports

    Having this ability will greatly lesson redundancy, as well as, mistakes.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Alerts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Tag Rules Engine

    I tag zero share prospects. If $$$$ are added, or there’s been activity, I’d love to see that tag removed as it no longer fits the workflow that I am trying to achieve.

    If I could setup some scenarios and Monarch could auto-tag for me, then I'd love to use those scenarios as filters on my reports.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Alerts  ·  Flag idea as inappropriate…  ·  Admin →
  9. AE Activity Threshold in Alert Center

    The options for AE Activity Threshold are This week, Last week and This Month. It would be great to have a NEXT WEEK option. This would be for things like meetings, which primarily need to be set the week before. It would be great to have that as a critical warning to remind me that perhaps my cold call isnt working and I need to seek other options to make sure my meetings are up to snuff fo rthe following week. thanks!

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Prioritizing  ·  0 comments  ·  Alerts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Alerts - AE Activity Threshold COMPLETED ACTIVITIES COUNT

    I have set up several alerts to help me gauge my cold calls. One looks at the AE Activity Threshold for the CURRENT WEEK and the other looks at the AE Activity Threshold for LAST WEEK. My problem is that despite selecting "COMPLETED ACTIVITIES COUNT" the number registering in the alert is actually "COMPLETED AND SCHEDULED ACTIVITIES COUNT" or, in other words "COMPLETED AND INCOMPLETED ACTIVITIES". I only want to look at completed, having both is not a helpful number for either. The nature of cold calls being what they are, when I enter a new lead, I also enter…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Alerts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Task lists

    I create task lists on paper for my clients and often worry that I am going to forget something shifting between paper and Matrix. I'd love to see each account have a place where I can create check boxes and lists of things that need to get completed - and have it appear on my daily espresso shot. Many of these items could be standardized - credit app, approval of commercial script, commercial shoot date, commercial shoot, approval of commercial, etc... This would help ensure that things don't fall through the cracks in a very high paced environment - and…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Alerts  ·  Flag idea as inappropriate…  ·  Admin →

    Pulling this up as a candidate while we discuss new activity enhancements. Right now we’re discussing this as part of an improved Activity List (or equivalent because people hate paging through lists).

    Looking forward to experimenting with this one :)

  • Don't see your idea?

Feedback and Knowledge Base