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. 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

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Build Your Own Custom Alert

    Ability to create your own custom alert with boolean logic

    1 vote

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    0 comments  ·  Alerts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Alert for when a new Lead or Prospect Account Added

    Create an alert for when a new Lead Account or new Prospect Account is added into Matrix

    1 vote

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    0 comments  ·  Alerts  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 vote

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

    If the account is direct....the word direct should display in the agency list.

    2 votes

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    gathering requirements  ·  0 comments  ·  Agencies  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add additional outlets to a Billing Account

    Add additional outlets to a Billing Account.

    1 vote

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

    We are working on this. It’s a long, tough project but it is in progress.

    We want our users to be 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.

    Hoping to get this out this year. Thanks for the feedback!

  7. 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

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    0 comments  ·  Security  ·  Flag idea as inappropriate…  ·  Admin →
  8. Mass Action Delete Leads

    Ability to mass action delete a Lead or Prospect account. Today, you can only delete one by one by selecting the gear icon. I would like to be able to delete in batches.

    1 vote

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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add Average AE Sales Report

    As a Manager, I am needing to know what the average sales is for a rep. This is just showing me their total sales. As a manager, it is very important to know what a reps average sales is. Also it is important to know how much activity it takes to generate a sale. For example, 20 calls to set an appointment, 4 appointments to make a sale, that on average yields $2500. With those averages I can tell a reps that they need to increase their outgoing calls (prospecting calls) to 50 a day. 50x5=250/20 calls= 12.5 appointments a…

    1 vote

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  11. Adding Activity Options

    on add activity - can you add other options ( like update deal status, date, etc)

    2 votes

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    2 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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)
    • Simplifi
    • Recrue Media - https://recruemedia.com/
    • Gulf Coast Web - https://gulfcoastweb.com/

    1 vote

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    0 comments  ·  Custom Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 vote

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  16. Include overall montly totals in Forecast Report

    When running a Forecast Report if you choose Month +2 as the timeframe you will receive monthly underneath each item in the hierarchy. However you do not have a full monthly total for the overall report. It would be great to have the montly totals for the overall report at the top of the report.

    3 votes

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 great

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. Freeze column headers and be able to save the 'Forecast with Pipeline' report as a Saved Favorite

    For the Forecast with Pipeline Report, it would be great if the column headers were frozen at the top of the screen so that you can see them while scrolling throught the report. It would also be great to be able to save this report as a Saved Favorite like I can my other reports.

    2 votes

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