Matrix

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  1. 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 votes

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    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.

  2. search bar for activity and general notes

    It would be amazing if you had some sort of search bar to find information within your notes and activity notes.

    1 vote

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    gathering requirements  ·  0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Search open deals

    On a manager/admin level, it would be advantageous to be able to search open deals by key word, category, salesperson, account name or agency name.

    1 vote

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    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.

  5. 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 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 votes

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    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!

  7. Gregorian or Broadcast option when pulling Commissions Report

    When pulling the Commissions Report it pulls all data based on Calendar billing. 95% of accounts bill as Broadcast and that's what the commissions are calculated on. The report would be much more accurate if this option was available.

    2 votes

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    3 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  8. 3 votes

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Options for Account List

    In doing clean-up of the database, it would make it easier to see all of the duplicated accounts (like in the old Matrix we could pull in accounts listed 2+times) to easily reassign them if needed as well as merge duplicates myself without calling Matrix

    22 votes

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    2 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 votes

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    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!

  11. Provide a way for managers to track the ratio of meeting activities to closed deals

    I would like to quickly be able to see how often meetings lead to closed deals.

    4 votes

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    Sounds like a neat way to trend an AE and help coach them into being a star.

    We need to figure out a better way to tie Deals and activities together before we can solve this problem. As it stands today, most salespeople are not putting in Activities against their deals so this really kills our ability to figure out this kind of information.

    The good news is that we really want to figure this out and are working with folks to determine a good solution that people want to use without making it feel like extra work.

    Thanks!

  12. 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 wizard

    1 vote

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    gathering requirements  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 votes

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

    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!

  14. 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 votes

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    This is a cool request that fits in nicely with our upcoming Alert Center engine update! We could build rules that fire off and answer questions like…

    “Show me accounts where the Last Billed is > 13 month ago”
    “Show me Leads with a Current Owner > 90 days”

    Just a few examples of information you’ll need to run your business more efficiently! Stay tuned as I’ll be updating this thread as we begin to roll out functionality like this in early 2017!

  16. 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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    6 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

    Great news! This is definitely something we can do in a future release. Since I know it can be handled, I’ll move this to planned and look into prioritizing it for the future.

    Thanks for your feedback!

  17. TopDown Forecast in every Matrix Report currently including Forecast

    TopDown Forecast should at least be a toggle option (similar to Bottoms up vs Top Down Budgets) in EVERY report that currently includes a Forecast column please.

    1 vote

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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