As a manager it would be helpful if there was a a way to add notes to an account that has multiple AE's and have those notes transfer across to all? We have a split sales team here and that would be a huge help for me to create a note that transfers across to all AE's accounts.

All of our accounts need priorities. I'd like a way to set them easier.

It is very frustrating to scroll down through my list of activities on Mobile to get to my most current activity.

I should not be penalized for a lack of functionality when i have fallen behind on completing my activities. Seriously, how hard is it to sort the Due Date of Incomplete Activities?

Please fix this!

Currently no report or list exists that will show me what Accounts do not have contacts. I contacted the Matrix help desk, and they stated I will need to download an AE's Account list, as well as, the entire contact list, and then cross reference them in order to get this information.

Are you kidding me? This will take too much time, time that I do not have.

I know I am not the only customer complaining about this, and it really should be a standard feature already built into Matrix.

I would like to enter the budget $ by group ( etc. revenue group). This feature used to be available in MatrixPlus. However, it isn't available anymore in Matrix. Our station enter the budget by revenue group such as "Digital Interactive". We don't split the revenue type into "“DI-Revenue Agency” and “DI-Revenue Direct”. Without having "Budget by Group" available, it is very difficult for our station to enter the budget.

Example - There is a 12 month Deal, need to change this into 4 small Deals Q1, Q2, etc...

user in Matrix that is set-up as a manager, but she would like to have a salesperson expresso shot and not a managers Expresso Shot.

This will allow me to get an early update on how each of my AE's are doing.

For a meeting with an Agency in which there are multiple people and multiple accounts, can there be a way to indicate which accounts are represented in one meeting?

In our business we need to view weekly pacing differences. Currently, this is not possible because you are unable to modify the TY As Of date, only the Change Since date...and I cannot understand why this is?

There really is no value in showing a cumulative $ amount based on the Change Since date to the most current TY As Of date vs. controlling the two dates - this adds more value, and makes it much easier to work with.

I know there are others that have asked about this, and adoption only comes when there is value given.

You should be able to edit accounts from the account list just like you can do with contacts.

You have a Forecast $/% Difference columns. Add in the differences for Booked and Pending individually as well so that it's not all summed up into one Forecast column.

I want to be able to drag files on top of the Matrix locker window to have them upload. eg. in the Deal management, click on the Matrix locker tab, drag my file into the Matrix locker space, it uploads.

Include Weighted forecast on Rev. Summary

Would it be possible to add the weekly total number of activities entered into an AE’s Daily Espresso Shot? It might be a good way to give AEs a look at how they are doing on activities. Particularly if there are KPIs against activity levels.

Create a new Security Group that is able to perform the following:
1. Bulk Edit access for category clean up
2. Bulk edit access for revenue types clean ups
3. Advertiser unmerging access
4. Agency maintenance access
4.1. Agency re-name
4.2. Agency merging
4.3. Agency unmerging
5. Brand maintenance
5.1. visibility to list of brands
5.2. Merging the brands
6. Security Permissions

I wish we would be able to designate a "primary" contact When you work with a business or agency, you can have multiple contacts. But it would be nice to designate the primary contact. This would benefit not only a sales rep, but a sales manager who may want to send an email, letter, etc to the primary contact.