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!
266 results found
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Links Inside Accounts: User Friendliness
Have the account name be clickable when in a screen inside the account. *Example, on the page after adding an activity, I have to use my back arrow to go back to the main account page, or search for the account all over again.
*It would be beneficial to have the accounts’ info tabs as links available at all times when inside the account.Suggestion: Contacts + Add contact, Activities + Add Activity, Deal + Add Deal, etc. As you do on the main page.
*On the main page, where is lists…summary, activities, contacts, deals. It would be beneficial to…1 vote -
Outlook to Matrix Calendar - help me help my managers
I understand that we can create an activity in Matrix and save to our outlook calendar, but I would love a way to go from Outlook > Martix. For example, we could BCC an appointment from Outlook to Matrix just like we can emails. Our managers need to be able to track our activities in Matrix, however it is a hassle for us to re-create all our outlook meetings to the matrix calendar for them to see. It's also a hassle to stop working, log into Matrix, create the appointment, save to outlook, THEN forward to our clients. Especially when…
2 votes -
Edit Notes
There is a new section of activity called notes. I want to be able to add the date without typing it each time and I want to go back and edit the note if I need to update it. Without this option, I will go back to making everything an activity.
Also, if you copy and paste notes from a meeting and its spaced out or bulleted, it all smashes together in a paragraph so its hard to read your notes.
1 vote -
If Outlets are selected on Activities, then consider them as part of a manager’s security partition
Example, if an AE has access to Pittsburgh and LA, if an activity is added to the LA Outlet, then a Pittsburgh only LSM should not be able to see the LA Activity
1 vote -
Alternate addresses
Since we have been working remotely we have accumulated clients/agency home addresses. It would be nice if there was a section for alternate addresses. We often like to send flowers, gifts or cards to the client at home.
1 vote -
Rejecting Lead Accounts
blandon@wabi.tv requested that Lead Accounts be deleted easily when rejecting Accounts
1 vote -
Add Manager Activity feed into Espresso Show
As managers, we often call on our own list of accounts or set individual meetings with AEs accounts. Is it possible to add a Manager's activity feed tied to accounts to their daily espresso shot?
1 vote -
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 -
AR Data should include current
an AE may not be actively collection the current aging amount ...but the data should be available - in the event a client asks total due - the AE would have that data in MATRIX ...rather than having to go to the traffic software for the current piece.
1 vote -
Freeze Row Headers for Top Down Forecast Page
On the Top Down Forecast page it would be great to have a way to freeze/lock the row headers on the left side of the page. This would help to still see what rows you are editing when scrolling to the far right of the page.
8 votes -
Manager Notes Notifications for Reps
It would be great to be able to go into accounts, activities and deals as a manager and leave notes for a rep and then the reps would get notified of those when they log in with a bell notification.
3 votes -
Add a LY-1 Final column to a Pacing Report
Is there a way I can add a LY-1 Final column to a Pacing Report? In other words, I'd like to get 2021, 2020 AND 2019 in the same report so I don't have to manually merge that info from a Multi Year History Report.
1 vote -
The Budget template should be able to be revised.
For example, if you chose the wrong rev type or anything - you should be able to go back and change it. You were able to do this in the old version.
2 votes -
Deleting Contacts on the Account Page
Instead of going out of the actual account page to contacts in order to delete a contact, please make it so we can delete a contact right on the actual account it needs to be deleted from.
3 votes -
Ability to upload a photo into the Matrix Locker
Specifically on the mobile version - it would be really great if we could upload a photo into the Matrix Locker. Often times I am out dropping off things for clients - and being able to snap a photo of it and add it into their file would be super helpful. (Or even if not a photo file, ability to upload a pdf via mobile would be helpful - since I can scan an image as a pdf in my "Notes" app on my iphone)
1 vote -
Make it possible to select multiple activities at once to "complete."
Make it possible to select multiple activities at once so that if you get behind on "completing" them, there is a time efficient solution. Currently, I have added activities for months that I haven't "completed" because it takes the system over 5 seconds per activity and I'd be sitting here for well over an hour just to do that alone. It'd be helpful to have the option to select multiples at once
5 votes -
A Matrix Locker folder that can be used to share files on all access levels with sub folders
Just a suggestion maybe a folder that allowed everyone access that could have subfolders might be a great way to help your clients seeing as we are all working remotely for the foreseeable future.
The My Company folder allows some access but not full access to all levels of access and has no ability to organize files.
This would allow your clients to use your product instead of a Dropbox or Google account. It would keep files safe and allow managers, AE's, and assistants to share files like research and proposals.
1 vote -
Top Down Forecast - Nexstar
Add to BYOF.
1 vote -
Historical billing should stay on original account owner during reassignment
historical billing should stay on original account owner during reassignment and the new owner should only get a view of that revenue from the Account / Agency Profile pages.
10 votes -
Add the last activity dates to My List
It would be helpful to add the Last Activity Date Colmun to the My List view. It is currently on the Master List but not the My List account view.
6 votes
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