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!

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  1. 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

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    1 comment  ·  Budgets  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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

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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Instagram and Pinterest field

    for contacts and accounts. Many businesses are using Instagram and some are using Pinterest, especially to advertise. We should have a field for those URLS on both the advertiser, and the contact tab. There is an Istagram field on the contact but I think it would be better served on the Advertiser.

    1 vote

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  6. Top Down Forecast Report - Nexstar

    Nexstar is asking for an additional calculation on the TD forecast report. Difference between the forecast and TD forecast.

    1 vote

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    Prioritizing  ·  0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  7. 1 vote

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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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    3 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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

    3 votes

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    2 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow AE's to filter Master Account List

    Stephanie Lundberg (Nexstar MGR) reached out and mentioned that it would be a great for AE's to be able to filter the Master Account List. Only managers are able to filter the Master List, and it would be great if AEs can do this even if just for the Placeholder Sellers.

    In the past, I have also heard from other AE's who would only like to see the accounts assigned to specific placeholders so they know which accounts are available to claim more easily. Currently, they need to sort the list by seller to see these accounts grouped.

    4 votes

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    Prioritizing  ·  1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Seeing Accounts in Sales Outlook

    As a manager, it would be great to have a toggle option for accounts within the sales outlook to see top account right from this dashboard.

    1 vote

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  12. Default filters for Sales Outlook

    It would be great if there was a default filter option on the Sales Outlook so you could save a preference and click a button to go back to that preference at any time.

    1 vote

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  13. Share List Builder Lists

    Be able to share a list that an AE or another Manager created in List Builder to other users. My AE's are creating lists in List Builder and I'm not able to see them as a Manager or run a report by these lists.

    8 votes

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    gathering requirements  ·  2 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  14. Forecast revenue

    We need to be able to see the next year's billing by outlet under Revenue Comparison on the Deal pages. For example while it is Dec'20 I have already booked a good deal of orders for 2021 and while I am looking at a 1Q'21 Deal that I have forecasted I don't have the ability to see anything booked beyond 2020 in the Revenue Comparison portion at the bottom of the screen. This requires me to open another window of the application, run a Forecast Report and toggle between the two in order to see if the money has hit…

    1 vote

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  15. Work offline in mobile

    Mobile data consumption is a high cost in LATAM and certain low-coverage regions, consider an approach where the mobile experience can be used offline, with the ability to update/upload when data services are available

    2 votes

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    1 comment  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  16. Automatically fill out Budget button

    To the Designers of the website. Move the button to a better location, safer. It is so easy to hit the button by mistake.

    1 vote

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    0 comments  ·  Budgets  ·  Flag idea as inappropriate…  ·  Admin →
  17. filter the activities calendar view to show only incomplete activities

    filter the activities calendar view to show only incomplete activities for ease in dragging to alternate dates. when we dont complete one its not efficient to go into each activity and change the date moving it forward. even color coding differently would help.

    3 votes

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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Report Run Button Freezes

    After running any Report, then making some edits to the Report, after several times (more or less) the Run button Freezes. The page needs refreshed before the report can be ran again

    1 vote

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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Account Reassignment Report

    It would be great to have a report that shows the accounts that were transferred to a specific AE over the past year. This would help see the timeframe and how long an AE was assigned an account.

    2 votes

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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. Sales Outlook- Revenue Report Save as Excel

    It would be awesome when going under the revenue report to be able to save the sales outlook as an excel or pdf, either would work. I am an assistant, and being able to send my account executive their sales outlook information while they are on the road would be useful.

    1 vote

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    1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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