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!
230 results found
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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 -
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 -
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!
2 votes -
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 -
Pull a list of Notes
It would be nice to have a way to include notes associated with each account when pulling an account list in List Builder. Being able to review a list of notes would be very helpful.
2 votes -
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 -
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 -
Add Zoom as an Integration
Manager would like to add this to her calls activities on her calendar/list.
2 votes -
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 -
Tagging Agencies
Ability to Tag Agencies and pull in this information into List Builder
1 vote -
Option to show cents or not
Have the option to display the cents or not on the totals on Reports and SalesOutlook
1 vote -
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 -
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 -
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 -
birthday alert in Monarch
When entering a Birthday for a contact Monarch should allow for a reminder in some form/fashion when that date comes up.
3 votes -
Build Your Own Custom Alert
Ability to create your own custom alert with boolean logic
1 vote -
Filtering Quiet Accounts Alert with Tags
Filtering this alert based on Tagged accounts would be extremely helpful as we are trying to focus efforts on specific accounts that we are using tags to catalog against.
1 vote -
Include budgets in role permissions
Budgets are missing from role permissions (read, create, edit, etc.). This should be an option when setting up a user (Manager/Corporate) with read-only permissions for other entries (Account, Contacts, etc.).
1 vote -
Adding Activity Options
on add activity - can you add other options ( like update deal status, date, etc)
2 votes -
Adding Multiple Activities
For example if you have a total of 12 activities to enter for different Accounts, is there a way to only change the date and keep saved the same activity so I don't have to enter each one separately.
3 votes
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