AdminRyan Moore (Product Owner, Matrix)

My feedback

  1. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Matrix » General UI  ·  Flag idea as inappropriate…  ·  Admin →
    AdminRyan Moore (Product Owner, Matrix) shared this idea  · 
  2. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Matrix » Agencies  ·  Flag idea as inappropriate…  ·  Admin →

    We should be able to address this with some future Agency work that we’re going to tackle in the back half of 2020.

    Stay tuned for updates as we get closer, and thank you for reaching out to us!

    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    We're working on some changes for Agency this year that should clean this right up. Currently they're slated for the back half of this year, but as we get closer and complete them you'll be notified via this request automatically since you submitted the feedback.

    Thanks so much for letting us know about this concern. I'm going to bump up the status to being prioritized since we should be addressing it down the road.

    Thanks again!

  3. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Matrix » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Can you let us know what your workflow is? Take updating a deal status for example. What business event(s) happened that made you want to update the status based off of an Activity?

  4. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Matrix » Reports  ·  Flag idea as inappropriate…  ·  Admin →
    AdminRyan Moore (Product Owner, Matrix) shared this idea  · 
  5. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    gathering requirements  ·  3 comments  ·  Matrix » Deals  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Can you tell me if an "initiative" is synonymous with a project?

  6. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Matrix » Budgets  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Indidivual markets can lock their budgets today and this will not impact other markets. However, if a corporate manager locks the budgets this will lock for everyone beneath them.

    We still plan to enhance the locking feature to be closer to what you are describing, but I wanted to make sure you knew that you can technically lock by market if the manager(s) within that market do the locking. It may still appear as "unlocked" to corporate, but that's because the lock status means all markets that you have access to are locked.

    More to come at a future date. Thank you for the feedback!

  7. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Matrix  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Are salespeople in your market utilizing Activities? We answer your question today about seeing if an account is actively being worked via the Master Account List. The last column lets you know the last time an activity was held and the next time an activity is being planned.

    In our newest product, Monarch, we take this a step further and allow you the ability to request ownership of the account if you think it's something that you want to take on with our internal prospecting functionality.

  8. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Matrix » General UI  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    We are curious what you feel a great mobile experience would be like for adding/updating Activities and Contacts.

    How might you envision getting a contact that you just met at an event into Matrix via your mobile device? Think outside of the box if you wish! We want to do cool things that our users want to use :)

  9. 20 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Prioritizing  ·  9 comments  ·  Matrix » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    How would you feel about an export wizard per Account that let's you build up what you care about?

    Revenue
    Activities (Last Activity + all upcoming)
    Address
    Deals (last deal + all upcoming with relevant info like Outlets, timeframe, and dollars)
    Notes (last 3)
    Contacts (all?)

    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Exporting the account list so that it can be printed currently exists.

    Load up the account list and click on the Export Accounts button in the upper right. It looks like a downward pointing arrow and is right below the My List / Master List controls.

    The Deals, Activitiy List, and Account Profiles do not have this functionality yet which I believe is what the original comment is referring to.

  10. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Matrix  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    I'm not sure that I understand how picking the default Estimated Close Date helps you with being judged on how many deals are created each day?

    Are you/managers looking at the estimated close date to help answer a particular question in reporting?

    I totally get wanting to pick a default date that suits your way of doing deals so no problem there...just curious how your organization relates the two to make sure we're not missing any other details.

    Hope to hear from you soon!

  11. 10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    4 comments  ·  Matrix  ·  Flag idea as inappropriate…  ·  Admin →

    We’re working through some cool new reporting options that allow you a lot of flexibility on customizing reports. I’ll keep you posted as we move through that process and eventually get it ready for release.

    Thanks for your feedback!

    AdminRyan Moore (Product Owner, Matrix) supported this idea  · 
  12. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    gathering requirements  ·  1 comment  ·  Matrix » Reports  ·  Flag idea as inappropriate…  ·  Admin →
    AdminRyan Moore (Product Owner, Matrix) shared this idea  · 
  13. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Matrix » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Would you say that this is fair? I'm just trying to get inside your head and understand what your original goal is ;)

    I would like to alerted when my clients birthdays are approaching so that I can properly plan something special for them if appropriate.

    Thanks!

  14. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Matrix » Deals  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Can you provide more information on this? Interested in the business problem that is trying to be solved and maybe a scenario to help explain the need.

    Thanks!

  15. 5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Prioritizing  ·  4 comments  ·  Matrix » Agencies  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    When you come to the Agency List what are you looking to use it for? What question are you trying to answer with it? It's just a list of ALL agencies that you have access to whether current, historical, or otherwise.

    I might recommend a different approach that may give you better information.

    Run the Multi-Year Sales History Report and set the hierarchy to be Agency -> Account. Set up the Years to be Next Year and This Year (as an example) and just like that you have an agency list consisting of only those agencies billing within the time frame that you asked for.

    I recommend that you also make this a favorite report so that you only have to 1 click run it in the future.

    Finally, you can click on the Agency names from this report and it will load the Agency Profile where you can jump off and find additional information. It even loads the agency in a new tab for you automatically so that you can easily jump BACK to the report without having to run it again by simply loading the previous tab in your browser.

    Let me know how this workflow works for you if you're willing to give it a try for a couple of weeks. Without knowing your exact need i'm speculating a workflow so it may not be exactly what you need.

    Let me know and thanks for the feedback.

    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    For this specific request...have you tried using Salesperson Preview? That allows you to see revenue for the current, last, and next year broken out by a multitude of attributes in order to help you perform reassignments.

    In general, we have requests to and plans to implement additional filters to the Account list and others so we'll definitely take this into consideration when prioritizing.

    Thanks!

  16. 3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Matrix » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Thanks for getting back to me. I'll add this toward future prioritization discussions and see if we can't enhance this functionality for you. This feedback request will be the best place to review updates when/if the request moves through development and emails will automatically be sent to you so stay tuned.

    Thanks!

    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Sounds like a cool idea. Let's see if I'm understanding correctly...

    Add in the Contact/Account/Agency contact information (if they are affiliated to the activity that you saved) onto those items you save to your calendar so that when you open the event you can see something like

    Jon Smith
    (555)555-5555
    jsmith@companyxyz.com

    Company XYZ
    (555)555-5554

    Does that make sense?

  17. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Matrix » Reports  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    So a user has shared a report with you and now that user has left the company? You'd like to pass this along to someone else because it's a great report. What to do?!

    What if when we deactivated a user, any shared reports that they may have had are made as favorites for anyone that the report was shared to? That would give you and anyone else control of the report to remove it, modify it, or share it out as you see fit. That way you're not dealing with stale reports or can help keep everyone in the loop.

    That would achieve your original request because you can only share your favorite reports, and help us out in support and on the back end to keep things clean and flowing!

    What are your thoughts?

  18. 6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    4 comments  ·  Matrix » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Allow me to address this in 2 separate pieces since you wrote your concerns separately.

    1. Copying multiple files sounds like a great enhancement. You don't typically interact with a folder for uploading for any web or client based application, but it's quite common to tackle multiple files at a time either by Shift-Clicking the files or just uploading multiple files separately. Thanks for the feedback on this!

    2. You actually do have a folder structure within Matrix Locker :) Navigate to the Lists menu in the upper navigation bar and then select Matrix Locker. On the left will be all of the folders that you currently have access to (probably empty if you're not aware of this feature). When you want to add a folder select the gear icon to the right of the parent folder that you want to place your folder into and choose "Add a Folder" For example if I wanted to create a top level folder for 2015 documents, i simply hover over "My File" from the Folders selection in the left, click on the gear, select "Add a Folder" and then call it "2015 Customer Documents". The Folders will refresh, and once you expand you'll see the newly created folder. If you need to move a file into that folder, locate the file on the right side "Files" pod, click the gear and choose "Edit Affiliations/Folder" and then update the folder (and anything else that you might want to do".

    I'd like to cut your request down to just the upload multiple files request since we have a folder structure so please make sure that I've understood your 2nd question, try it out, and let me know.

    Thanks!

  19. 49 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    8 comments  ·  Matrix » Activities  ·  Flag idea as inappropriate…  ·  Admin →

    We are planning this for a future release. Once we find the right spot on our roadmap for this you will all be the first to know!

    Thank you for your patience while we get this ironed out.

    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    We have a lot of folks voting on this feature (up to 25 now!) so I am counting on some of you to provide feedback on this topic.

    I've mocked up a design change to the Activity experience in order to accommodate for recurring activities, and I'd like to know how this feels to you.

    Please click the link below in order to see an image of the design and leave a comment on this feedback page with what you feel works, doesn't work, or suggestions for improvement.

    Keep it focused on the Date section of the dialog as that is the scope of this project.

    https://matrixsolutions.mybalsamiq.com/mockups/2408438.png?key=61ed5efeb074b97d9a49d23a9bc6c7000086ee8e

    Thanks!!

  20. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    4 comments  ·  Matrix » Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    We are working on a way for users to categorize their accounts and one of the outcomes provides a way to see the active account count by salesperson.

    Stay tuned for more information as we start to piece it together!

    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    Thanks for the clarification! That helps us understand what you want crystal clear now.

    I'm curious what you're doing with this information once you have it. I apologize for the 20 questions, but really understanding our customer's needs helps us design better solutions.

    "Knowing how many accounts each AE has allows me to..."

    Thanks!

    An error occurred while saving the comment
    AdminRyan Moore (Product Owner, Matrix) commented  · 

    What do you define as active?

← Previous 1

Feedback and Knowledge Base