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!
266 results found
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/agencies2 votesPrioritizing · AdminRyan Moore (Product Owner, Matrix) responded
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!
make it possible to include Prefix on the import of contacts
you have a drop down for it in create/edit contact dialog but no field on the import wizard1 vote
Account Ranking Queries
I think it would be great if we could run a report that will display accounts that meet certain criteria like accounts that are - or + $500 compared to previous year.2 votes2 comments · Reports · Admin →Prioritizing · AdminRyan Moore (Product Owner, Matrix) responded
With the upcoming Alert Center engine upgrade combined with an overall UI update this should be more of a reality.
We could answer questions like the one requested and more like…
“Show me accounts that have $0 billed this month but had money last year”
“Show me accounts without Pending Deals”
These types of questions can help you stay on track of accounts so that nothing slips through the cracks! Stay tuned…I predict a lot of greatness coming your way in 2017!
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 votes0 comments · Reports · Admin →
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.
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 votes
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