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!

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. I would like to track all New Business Activities

    I would like to track all New Business Activities with an exclusive NEW BUSINESS activity option

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    historical billing should stay on original account owner during reassignment

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow AEs to delete a note on account profiles

    I just accidentally wrote a note in a wrong account and wanted to delete it. I found out through your live chat that this is not possible. It would be a very helpful feature.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    gathering requirements  ·  0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to copy exact pending dollars from one deal row to another deal row

    Ability to copy exact pending dollars from one deal row to another

    Ex: Copy $10,000 , $10,000 & $15,000 pending dollars from deal row 1 and include those same pending dollar values in deal rows 2 & 3

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  5. Cloned deals to include pending dollars

    Cloned deals to include pending dollars to make it easier to clone deals for every quarter. This will eliminate duplicate entry and increase efficiency.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  6. when researching a new prospect, consider including credit information such as from https://www.bccacredit.com/

    Optional, ran into the BCCA this morning, thought this would be an interesting data source

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Activities report

    The Deal Status Report was more in line with what I was looking at...would be awesome if this pending and or proposed amount could also show up in a column with the deal in the activities report so everything can roll up in on central look.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    gathering requirements  ·  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow contacts to be associated with multiple accounts

    Customer's can be associated with multiple accounts. Today in the system you can only associate a contact with one account. Allow the ability to associate contact will multiple accounts to prevent contacts from being added multiple times.

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    6 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Matrix Locker - Deactivated Users Still Appear

    Need an easy way to deactivate files and users from Matrix Locker. The files may need to remain after deactivation as a point of reference.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Maintenance  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add an area for Client Address when adding an Activity

    Can we get client address added to CONTACT area in Activity, so we can copy and paste into LOCATION when setting an appointment? This would make it easier when locating the address needed for that activity.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    I’m wondering if we had better quick options on the Location if that might be useful?

    For example…
    1. Set Location to Account Address
    2. Set Location to Agency Address
    3. Set Location to Contact Address
    4. User Specified Address (as it is today)

    This assumes you have an Account, Agency, and Contact attached tot he activity but they aren’t required and you couldn’t use those options if they didn’t exist.

    What are your thoughts on this as a workflow?

  11. Deal reconciliation for Quarter

    Deal reconciliation for Quarter Ex: Reconciling $45,000 for Q4 2020 rather than reconciliation each individual month of $10,000 for October, $15,000 for November and $20,000 for December

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  12. AE Recently Imported Pod Monarch

    Allow and AE to view what's been recently imported by selecting a specific time frame in Monarch

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Pods  ·  Flag idea as inappropriate…  ·  Admin →
  13. Threshold for clearing extra pending

    We are constantly struggling with extra pending remaining on deal that have otherwise reconciled because and order came in for less. It would be great if we could set a threshold where small leftover amounts were automatically cleared by the system instead of waiting for the user.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    We have started development on an automated way for the amount left on a deal after it has reconciled to be automatically zeroed out if the amount left is less than a pre-defined threshold.

    Stay tuned!

  14. Customize a Data Card to see only the persons (AEs, or Manager)

    Select specific people on your team, and be able to customize a Data Card with the information needed only for that specific group of people.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Pods  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add Multiple Projects to an Activity

    Currently can only add one project to an activity. A seller might be pitching multiple at one time so it would be much easier to note that in a single activity than having to create duplicates.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. Totals at the Top of Sales Outlook

    Would be much easier to read if the total row within the Sales Outlook was at the top of the chart, as opposed to the bottom. Similar to reports.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Pods  ·  Flag idea as inappropriate…  ·  Admin →
  17. Top Down Forecast

    Add filters for Outlet, Office , Revenue Type and Time Frame

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  18. Top Down Forecasting

    Ability to view week-over-week forecasting so I can see past weeks trends. And the final revenue.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Prioritizing  ·  0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  19. Master List - Sort on Last/Next Activity

    The reason I do this is to visually see how many activities a seller has on the days ahead.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Need to be able to pull a list of agencies

    Including contacts, email, phone numbers, etc.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Agencies  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base