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Meghan Tye

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  1. printing

    20 votes

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    gathering requirements  ·  9 comments  ·  Matrix » Accounts  ·  Admin →
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    Meghan Tye supported this idea  · 

  2. Add the ability to export "notes" associated with contacts.

    4 votes

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    gathering requirements  ·  4 comments  ·  Matrix » Contacts  ·  Admin →
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    Meghan Tye commented  · 

    If I were able to export my notes in an excel spreadsheet or csv file, I would easily be able to transfer this information back and forth from Outlook to Matrix. Also, I would be able to print out a quick spreadsheet showing my recent contact with multiple accounts (for example: If we are focused on selling our annual Holiday Salute Sponsorships, I'd like to be able to print out a list of all of the accounts/contacts I am talking to and the notes about my most recent interactions with them.)

    To take this one step further, I'd like the opportunity to export my account list with all the account notes and contact names. This would be a useful tool when I am sitting down for annual or quarterly reviews.

    Meghan Tye shared this idea  · 

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