Matrix 6.12 Updates
1. AUTO-EMAIL ENHANCEMENTS
- With the release of Matrix 6.12, the system will now send a 'Welcome Message Ignored' notification to agents. The email notification will be triggered if your client has not activated their auto email within 3 days of receiving their "Welcome Message" once you've set up a new auto email.
- Once an auto email is activated, Consumers will now be able to preview up to 10 listings from within their auto-email notification inside of their inbox prior to clicking on the link.
2. CLIENT PORTAL CHANGES
-
Header and Footer images will now span the width of the entire page in the client portal.
- New Size: 1200×85 pixels (Old Size: 745×85 pixels)
- You can locate the new template design options in the Matrix platform by going to the My Matrix tab, then clicking on Settings, then selecting Header & Footer under the My Information section.
-
New Side-by-Side Thumbnail and Map Display
- The client portal has been redesigned to include a new default split view showing listing information on the right side of the screen, and a map view on the left side of the screen.
- New Print, Email, and Mark as Viewed icons have been added along with new sort options.
- The Welcome and Properties tabs have been relocated to the left side of the screen.
- All Mapping tool icons are now grouped together.
-
Save button has been added next to the Search Tab.
- Clicking the Notes icon in the property information section will now expand the notes field in the same section.
-
New Image Ribbons
- The client portal redesign includes new ribbons in the side-by-side display.
- The new ribbons will appear over the main image for 7 days and are designed to highlight status changes on listings.
-
The new ribbon color format will be:
- New Listings – Green
- Price Decrease – Green
- Price Increase – Green
- Back on Market – Green
- Pending Sale – Orange
- Backup Offer – Light Blue
- Sold – Red
- Lease – Red
- Two new buttons have been added allowing Clients to toggle between New and All listings.
-
New Sorting feature allows Clients to select from:
- Newest first, Price – lowest first, and Price – highest first
3. MARKET WATCH
- The convenient new Down Arrow icon on the results screen allows switching between sections without navigating back to the home page.
4. CUSTOM DISPLAY – AGENT 1 LINE
- The Agent 1 Line display can be modified and saved as a custom default display without having to name it first.
- Once a modification is made, simply go to the gear icon and select "Set Current Displays as default…" and a copy of this grid will automatically be named "My: Agent 1 Line"
-
You can also go to the Manage Display icon and create a Custom Display Name if you do not want to set the modified display as your default.
- Click the following link to learn how to create a custom Agent 1 Line display: http://kbcrmls.wpengine.com/knowledgebase/how-to-customize-the-agent-1-line-display/
5. ADD/EDIT
- When inputting a Listing into Matrix, the Action Tool Bar within the Add/Edit screen will now "float" so it will always be visible and easily accessible for users.
6. MODIFY LISTING
- When modifying a listing in Matrix, a new thumbnail preview will be displayed on the 'Modify Listing' screen to help users confirm they are selecting the correct property.
7. NEW WEBINAR WIDGET
- CRMLS members can now easily access the Free Education Webinar registration page with the new 'Webinar Widget' on the Matrix Home Tab. The webinar shortcut can be located under the "+ Additional" widget. Users will need to manually click and drag this new icon onto the work area to enable the new widget.
8. BROWSER REQUIREMENTS
In an effort to ensure a consistent user experience, only the latest browser versions will be supported by Matrix. Users who are using an outdated browser will be presented with a warning at login.To ensure that you are using the latest supported Internet Browser Version of either Internet Explorer, Firefox, Chrome, or Safari, please visit the following site: What Browser am I using?