230 results found
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
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 votes
This 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.
Would like something new in place, that will help managers identify when a new business account has reached their 12th month1 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.
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 vote
pulling this up so that it can be considered as a candidate for upcoming activity changes.
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 votes
I 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!
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!
Leave street address populated when linking contacts to accounts/agencies2 votes
We 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!
Currently when you export the report you only get the report data not the chart.37 votes
This 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.
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
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 votes
Looking to prioritize this for a future date. Moving ahead a step. Stay tuned!
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