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 AE can request that an Account(s) to be reassigned from them

    It would be helpful if there was a way for an AE to submit an Account to be removed off of their Account List.

    5 votes

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    2 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Export the TopDown Forecast to Excel

    I'd like the ability to export the topdown forecast to Excel so that I can save a copy from week to week.

    1 vote

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. More than one phone number field needed

    We need more than one phone number field. I have many clients with multiple locations. But I can only list one and track activity easily. Replace the fax number field. Or make it optional. Also do not need a fax number. I find it difficult to use matrix activities for any client with more than one location.

    2 votes

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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow a user to change their default email type for emails sent to Matrix for Activities

    When I bcc Matrix in my emails it shows up in my Activities as "EMAIL". The majority of my outgoing emails are in the prospecting sequence. Can I update that to just default to "3.Email" under Prospecting activity?

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. Team view - Favorite View

    Team View set as a favorite view, so the user doesn't need to filter their team every time they go to there to see their team.

    2 votes

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    0 comments  ·  Favorites  ·  Flag idea as inappropriate…  ·  Admin →
  6. Tracking Leads/Prospects put into Monarch

    I'd like a report that would be able to track how many Leads/Prospects an AE has entered into Monarch over a period of time. Weekly, Monthly, Yearly.

    1 vote

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Save Project as Data Card

    It would be great to have the ability to save a particular Project as a data card on the Home page. This would allow the user to access the Project more quickly.

    1 vote

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    0 comments  ·  Pods  ·  Flag idea as inappropriate…  ·  Admin →
  8. Have the option to split an account Revenue and Budget between two AEs

    It would be great if there was a way to reassign an account so only some of the budget and revenue would be reassigned to a new AE. This would help split the account if the original AE is still with the station, and help to see more accurately the Budget and Revenue each of the AEs are actually responsible for.

    1 vote

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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add Zoom as an Integration

    Manager would like to add this to her calls activities on her calendar/list.

    2 votes

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    gathering requirements  ·  0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  10. Show more than 10 users on the Dashboard (Team's page).

    To show more than 10 users on the Dashboard (Team's page).

    1 vote

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  11. Include Weighted Forecast Option in the Forecast Change Report

    Add Weighted Forecast Option in the Forecast Change Report

    2 votes

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Move folders within Matrix Locker

    Able to move existing folders within Matrix Locker to a new location. For example I want to parent an existing folder under another folder.

    1 vote

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  13. Tagging Agencies

    Ability to Tag Agencies and pull in this information into List Builder

    1 vote

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    gathering requirements  ·  0 comments  ·  Agencies  ·  Flag idea as inappropriate…  ·  Admin →
  14. Option to show cents or not

    Have the option to display the cents or not on the totals on Reports and SalesOutlook

    1 vote

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Default Set of Filters on Sales Outlook and in Reports

    As an LSM it would be great to have an option to select a default set of filters that could potentially be coordinated to match the filters to what is viewed in Wide Orbit. This would be useful on the Sales Outlook or the Filters Tab in Reports. Having a set of filters for 'Local Broadcast TV' or 'Digital Broadcast TV' will help ensure that everyone is pulling the same information.

    1 vote

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  16. Mass Action - To change priority

    When a Manager wants to update more than 50 Accounts at once. To change account's priority using Mass action.

    1 vote

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    0 comments  ·  Maintenance  ·  Flag idea as inappropriate…  ·  Admin →
  17. Have months displayed as columns in reports

    When viewing multiple months in a report, they are displayed as rows. It would be a great way to look at the report if the months were listed as columns.

    2 votes

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Click on an account in the account list it should open in a new tab

    Hello - When clicking on the Account Link on the Account List, the Account Profile could open in a new tab. Thanks!

    1 vote

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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add Option to Duplicate or Save New List (when you're in an existing list) in List Builder

    Add an Option to Duplicate a List or a Save New List Option when you're in an existing list. If I want to create two lists that are similar, I have to create a brand new list every time. It would be great to edit an existing list, make changes, and save as a new list. Similar to what you can do with updating a favorite report and saving it as new or updating an existing.

    1 vote

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    0 comments  ·  Custom Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add Outlet Grouping Option in List Builder

    Add an option for Account Outlet Group in List Builder. You have to add outlets one by one, so it would be great if all of your outlets can be populated and you can remove the unnecessary ones with an X. This would be similar to how the List builder functions with Salespeople when you add your Seller Group. You see all of the sellers and have the options to remove sellers with an X.

    1 vote

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    0 comments  ·  Custom Reporting  ·  Flag idea as inappropriate…  ·  Admin →
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