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

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   gathering requirements  ·  4 comments  ·  Matrix » Contacts  ·  Delete…  ·  Admin →
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   Kristina Russo supported this idea  ·  Jan 30, 2013

2. Add recurring events in Activities.

   50 votes

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   gathering requirements  ·  8 comments  ·  Matrix » Activities  ·  Delete…  ·  Admin →
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   Kristina Russo supported this idea  ·  Jan 30, 2013

3. Display activity notes on account profile better

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   4 comments  ·  Matrix » Activities  ·  Delete…  ·  Admin →
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   Prioritizing  ·  AdminRyan Moore (Product Owner, Matrix) responded

   Passing 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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   Kristina Russo commented  ·  Jan 30, 2013  ·  Edit…  ·  Delete…

   When I add notes to my Activities and Deals, I often do not go and add another note to the account itself. It would be nice if Matrix would attach the notes created in these areas to the Account/Agency/Contact that is affiliated to the Activity and/or Deal.

   It would also be nice if when viewing the notes on the profile page that I could quickly get to the Activity or Deal from which it was entered in order to remain in context of what the note was about.

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   Kristina Russo supported this idea  ·  Jan 30, 2013