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!
230 results found
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Auto format a phone number
When adding a contact, can you auto format a number? If I add a number to Outlook, all I need to do is enter the 10 digits, hit enter or tab forward, and the software automatically formats the number with parenthesese and dash.
2 votes -
I would like it if activities could suggest a next step like creating/updating a deal upon closing
When I close a deal, in order to follow the natural sales cycle workflow, I would like Matrix to ask something like "would you like to create or update a deal based upon the outcome of this activity?" and I can then choose to create, update, or ignore this recommendation.
3 votesThis is something we’re looking into for future CRM enhancements. If we could suggest next steps for you, we feel the end user would be more likely to actually TAKE those next steps.
More to come in the future as we learn about this type of behavior.
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1 vote
We’re working on an update to our Alert Center Engine and in conjunction with a new UI that’s being developed I feel confident that we could put something together to help you answer a question like…
“Show me accounts where thy will no longer be considered new next month and are considered new this month.”
Might sound a little programmatic but I can’t wait to build something like this in order to provide value to customers like you!
Thanks for the feedback! Stay tuned throughout 2017 as we rollout these updates in phases.
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Would like to be able to schedule an appointment that spans more than one day
I have to go to a seminar or trade show that is more than one day. I would like to be able to create one activity that spans multiple days.
1 votepulling this up so that it can be considered as a candidate for upcoming activity changes.
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Add Last Billed to List Builder as a column option
I would like to be able to export a contact mailing list that will show all the advertiser contact information and the last date billed.
2 votesI wanted to remind everyone that we do have this functionality now within our List Builder area for Matrix Premium customers but we do NOT have the ability to show Last Billed on it yet.
I will be changing this request so that it better reflects the need for the Last Billed information on that list since the rest has been taken care of
Thanks for hanging in there while we worked through this and keep sending us feedback!
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3 votes
Updated the feedback name to better reflect the request.
We’ll look into prioritizing this against other features/enhancements for future releases.
Thanks for the quick reply!
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When linkin a contact to an account or agency it will erase the already input street adress
Leave street address populated when linking contacts to accounts/agencies
2 votesWe will look into a way to handle this that allows you to pick which contact information you want to keep on your contacts when attaching them to accounts and agencies.
Thanks for the feedback!
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AE's and Managers need the ablity to export the chart associated with the report.
Currently when you export the report you only get the report data not the chart.
37 votesThis is currently being evaluated to see if it is even possible. It’s not looking positive, but we will flow communication through here whether good or bad.
Thank you!
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Need a way to show accounts billed or created between specific dates
I need a way to view accounts with billing from the earliest date available until 13 months ago. This report is for our Account Draft where we reassign accounts that haven’t had any billing for 13 months or more (if billed in the past). It would also be nice to see prospects and leads created between dates for similar purposes.
4 votes -
Add a "last updated" date to pending report
I used to be able to see the date that each AE updated their pending. I pull the report weekly and if an AE has not updated for that week, it throws off my number. I need to be able to see that date that each AE last updated their pending business.
25 votesLooking to prioritize this for a future date. Moving ahead a step. Stay tuned!
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