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Status Shipped
Categories CRM App
Created by Guest
Created on Oct 6, 2023

Save Selected Magic Matrix Categories

If you can save Magic Matrix Categories you'd be able to reopen the Magic Matrix as you left it. If you have more than 10 Categories then it cannot display them all at once and you may want to display a static 10.

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  • Admin
    Andrew Ardron
    Reply
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    Apr 16, 2024

    Thanks for the suggestion, we have updated the Magic Matrix to save the selected categories (and increased the max from 10 to 20) in CRM release 119. We also made a few other improvements to the Magic Matrix based on user feedback. Please see the release notes for more details: https://docs.prospect365.com/en/articles/9166879-release-notes-v119

    Release 119 is currently rolling out, so if you don't have this update yet you will soon!

  • Guest
    Reply
    |
    Nov 15, 2023

    Please increase the number of categories to more than 10, preferably 30 or more so that after the category has been saved as per the above request, the products can be recognised by the system as being sold, and thereby be recognised that way on the company on the "Details" page as the correct colour code under the "Magic Matrix" heading.

    Currently apart from the selected 10 categories every other category remains yellow and is only recognised as "Aware" even though they are sold products.