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!
234 results found
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Reassign the office on a deal when the account's office is reassigned
We reassigned many accounts to another office recently. After running the Forecasting report I noticed that it was off. Turned out that the offices on the deals do not update under this workflow. I'd like for the office on any open deals to change to the affiliated account's new office when performing an office reassignment on an account.
2 votesI’m pulling this up for better visibility as our team continues discussions around improvements to the account and agency management.
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Change Last Billed label in Account List
Change the label on Last Billed to be Last Billed/Created or something. It's confusing to have a last billed date for prospects & leads.
4 votes -
I would like a way to reassign the contacts on an account to another owner
I accidentally created hundreds of contacts in my name (I am the sales assistant). I meant to give them to the account owners so that they could use them.
It would be nice if Matrix could allow me to change the contact owner to another user in instances like this. My only option appears to be deleting the existing contact and recreating the contacts with the correct owner set in the dropdown.
3 votesWe plan to address issues with how contacts are managed within our newest product, Monarch, in the near future. If done right, it should eliminate the idea of a contact owner and put more focus on the company that the person works for as well as provide more up-to-date / accurrate contact info.
Stay tuned!
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Account Prospects
It should not be allowed that an AE can add as a prospect an account that is already associated with another AE as a billing account in a market that I can sell.
9 votesMoving this up in priority for visibility as a candidate for future development.
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Add Facebook as an Integration
Can we please have Facebook as an Integration? Most of our clients utilize Facebook, not Twitter or LinkedIn.
1 vote -
Display activity notes on account profile better
it would be really helpful to be able to read all of the activity notes quickly, When calling a client back it takes time to have to open each note separately.
8 votesPassing this along to our team as we’re doing to be improving the Account Profile experience in the future so I want this to be a candidate for that.
Thank you!
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Sales Alerts to compare revenue of this year to last year
I'd like to see an alert similar to the forecast over budget, but that was based on last years sales. So something I can set for myself that is at 10% over last years sales or something like that.
1 vote -
printing
I wish I was able to print out my upcoming deals, revenue, contacts, and activities for an account into an excel or pdf format.
20 votes -
Have the ability to share alerts much like you do for reports
Having this ability will greatly lesson redundancy, as well as, mistakes.
1 vote -
Make Mobile easier to navigate
It is very challenging to add activities and contacts in Mobile. Too many clicks, scrolling, etc. Need this area to be more steamlined
1 vote -
Add the ability to MERGE duplicate contacts.
I added a contact that I had added previously -- instead of merely deleting, a better option would be to merge in case information is attached to one and not the other.
10 votes -
Customize what information is required in order to submit a Lead for approval
We struggled with this on Efficio…we would like to make them include minimally an address and phone# or email and phone# but there is nothing on this account.
1 vote -
Add recurring events in Activities.
If we do the same activity each day, week or month on the same day and at the same time, we should be able to check a box, calendar or field to make it a recurring activity that appears in our Activity list. Therefore, we wouldn't have to enter the same activity over and over again. This idea is taken from Outlook calendar where you can schedule recurring events.
50 votes -
4 votes
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it would be AMAZING if we could chose our own default date on the estimated closing date in the deal process.
because we are judged internally by the # of deals we put in each day- not necessarily when they will close- it would be great to be able to set my own default date on estimated close date- to the current date. or have a drop down of options- todays date, 30 days, 60 days...or enter your own
2 votes -
Add a "Difference" column to Churning Report
I would like to see the difference between what we have pending this year and what we booked last year for our churn accounts. I also want to be able to sort by the "Difference" column to easily find where the biggest losses due to churn are occurring.
3 votes -
Prevent entering Pending back in time
It would be great if Matrix did not allow me to enter historical Pending. I just entered a bunch of Pending for the previous year, thinking it was for next year because I only changed the Month value and not the year as well.
As a result, I had to re-enter my pending because I moved the time frame forward.
1 vote -
Expand global search to include notes, phone numbers, and emails
It would be amazing if the search bar could find notes on an Account, Agency, or Contact. Also the notes on an activity as well. I often put in notes and remember a key word or phrase i used with a client but not the specific person or business i worked with and need to find them.
My desk also has a lot of sticky notes with phone numbers and emails on them and i can't read the name. I want to search for phone number or email to make sure I can throw the note away and stop trying…
2 votes -
Send a Global Broadcast Message
Recently an Account merge was done where the new name was completely different than the original e.g. America's Best Contacts was merged into "National Vision, Inc". Only Corporate knew about this, and this caused several AE's to notify me that "America's Best Contacts" was missing.
It would be great if there was a "Broadcast Message" pod within Matrix that would list any "IMPORTANT" notices to all the Managers. Even have a bubble show, like it does for Lead Approval. Anything that would cause the Manager to view the notice.
3 votesThis sounds like a great case for our new Alert Engine! Imagine, if you will, having the ability to know when one of your Accounts was renamed, merged, or grouped in the last 7 days or so.
I’m going to pass this along to our development team for review to make sure that we plan for a case like this in our backlog of future development.
Thank you!
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As of Date Reporting
I would like to run reports on any historical date. For example in June, I may want to run a revenue report from January 1st to May 1st. I would also like additional options when utilzing the YTD functionality within the Pacing Report
7 votes
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