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264 results found

  1. 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

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
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  2. 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

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

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

    blandon@wabi.tv requested that Lead Accounts be deleted easily when rejecting Accounts

    1 vote

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

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  6. 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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  7. 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

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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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  8. 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

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    3 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
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  9. 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

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    1 comment  ·  Sales Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
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  10. 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

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  11. 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 →
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  12. 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 →
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  13. 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 →
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  14. 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

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    3 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
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  15. 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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  16. 1 vote

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
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  17. Historical billing should stay on original account owner during reassignment

    historical billing should stay on original account owner during reassignment

    10 votes

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    5 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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  18. 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 →
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  19. 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.

    9 votes

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    gathering requirements  ·  2 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
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  20. Display All Salespeople on My Team on Salesperson Filter on 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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    gathering requirements  ·  1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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