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!
266 results found
Filtering Quite 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 vote0 comments · Alerts · Admin →
If the account is direct....the word direct should display in the agency list.2 votesPrioritizing · AdminRyan Moore (Product Owner, Matrix) responded
Looking to get some work done on this in the future. Moving to prioritizing bucket.
Add additional outlets to a Billing Account
Add additional outlets to a Billing Account.1 votestarted · AdminRyan Moore (Product Owner, Matrix) responded
I wanted to provide an update that we have rolled this out to all but a handful of our corporate customers now and are still getting groups lined up to make the switch to what we call "Multi-Stage Account Management"
Users are able to continue prospecting on their businesses after they initially start billing in a way that doesn't allow other salespeople to scoop up business or force the actual salesperson to put in fake information just to duplicate the account.
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
Add note to Search results stating the information is displayed in columns
It would be helpful if there was a note stating that the search results are displayed in columns. It can cause confusion when you have an account, agency with similar names as at first glance it appears they're assocated with eachother when they are not.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
Client Facing Reporting tied to billing customers which AE's can access & share w/ their client to justify spend, increase or adjust spend
Vendors they want data pulled from for Customer Facing Reporting:
• Analytic Owl (I have contacts)
• Veritone (I have contacts)
• Recrue Media - https://recruemedia.com/
• Gulf Coast Web - https://gulfcoastweb.com/1 vote
Add 'download to my calendar' button to the Activity when using the “Schedule a Follow Up” button. Either that or remove the button
Add 'download to my calendar' button to the Activity when using the “Schedule a Follow Up” button. Either that or remove the button.
This is either a oversight or a very bad idea to not include the ability to add the activity to Outlook automatically. "Schedule a Follow Up" is a big friendly button placed right below the "+Add" button and yet if you use the former button you won't auto-add the activity to Outlook. It's therefore easy to miss a booked appointment.2 votes
Bring Salesperson Preview back to Monarch
I'd like to see the Salesperson Preview brought back to Monarch to see the dollar/budget impact on potentially shifting and moving around accounts5 votes
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.1 vote
Be able to add the run dates for Deals
It would be great to see the exact flight dates for the pending deals entered. This will help management price and update rate cards.1 vote0 comments · Deals · Admin →
Report Totals Should be Included in the "Roll up Results By" option
When I run a report, like the Forecast Report, and i choose to run Month +2 roll up by month, then each of my items will display by month for the current month + next 2 months.
I need my total row to do the same thing. Currently it only displays a single total row for all months like the Lump Sum view.3 votes
Ability to add email activities with MP3 audio files when using the Activity Integration vcard
My Sales Reps are using the Activity Integration email and when sending emails with MP3 attachments , Monarch is not recording the email activity . Can we please add this file extension to the approved list when using the Activity Integration vcard? We were able to upload manually but the email attachment option would be great1 vote
Guests on Activities
I am a manager. I'd like for my sales team to be able to assign me to activities like possibly creating an "other" activity type activity and then tell me to write the client a letter or to create a meeting and ask me to join them.1 vote
Have the years listed as columns in the Multi Year Sales History Report
It would be nice to have the option to have the years in the Multi Year Sales History Report display as columns instead of having them stacked on top of each other in rows.1 vote
Filtering Reports or Account List by Shared Accounts
It would be great to be able to filter a report or the account list for shared accounts to see all the shared accounts and the salespeople working them.1 vote
On Pacing Report, add an option to show TY Pace and Weighted Forecast Change from X Date
It would be helpful to see how the business on the books and the weighted forecast change over a selected period of time. For example, we currently go by AE, by Advertiser, by Media to determine changes week over week. The forecast change report isn't weighted yet, and doesn't have all the information the Pacing report does, so neither accomplish this yet.1 vote
Clear Filters button for Monarch Budget Filters
Clear Filters button to reset filters applied to Monarch budgets1 vote0 comments · Budgets · Admin →
Budget Change Log Export Option
Allow the ability to export budget change log1 vote0 comments · Budgets · Admin →
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