Introduction to Matrix 6

™
Introduction to Matrix 6.0
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© 2012 California Regional Multiple Listing Service, Inc. 06/12
Introduction to MATRIX 6.0
TABLE OF CONTENTS
Introduction ........................................................................................................................................... 2
Quick access menu bar ........................................................................................................................ 3
Interactive map search .......................................................................................................................... 4
Task driven button bar .......................................................................................................................... 6
Improved printing support ..................................................................................................................... 7
Enhanced photo viewer ........................................................................................................................ 8
Improved contact management............................................................................................................. 9
Minor enhancements .......................................................................................................................... 10
Concierge mode............................................................................................................................... 10
Statistics........................................................................................................................................... 10
Miscellaneous .................................................................................................................................. 11
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[1]
Introduction to MATRIX 6.0
INTRODUCTION
The CRMLS Matrix Platform is the industry’s top rated MLS platform offering an ultra-modern and
flexible environment. This manual will give you and overview of several new updates that have been
released with Matrix 6.0. For more detailed, step by step instructions on how to use each of these
features, please view the training documentation on the central site by visiting the link below.
http://crmls.org/centsite/training_manuals.htm
www.crmls.org • Toll Free: 800-925-1525 • Phone: 909-859-2040
[2]
Introduction to MATRIX 6.0
QUICK ACCESS MENU BAR
The Matrix quick access menu bar has been enhanced to reduce the number of clicks required for
navigation throughout Matrix. When you hover over certain navigation tabs, you will now see a drop
down menu with additional selections visible at a glance. The drop down menu will show the most
commonly used categories to make it faster to access those selections.
Other menu bar changes include:


Clicking on the search tab itself or the “More…” link located at the bottom of the search drop
down will direct you to the search menu page displaying all search categories.
Hovering over a category that contains a horizontal arrow will initiate a secondary fly out
navigation window.
Secondary
search
navigation
expands on
hover
Click more to access
additional search options

Matrix has added an icon denoting a tab that re-directs to an external site,

e.g.:
The Logout top menu tab has been removed and replaced with a Logout link located next to
the Welcome message in the upper right hand corner of the window.
www.crmls.org • Toll Free: 800-925-1525 • Phone: 909-859-2040
[3]
Introduction to MATRIX 6.0
INTERACTIVE MAP SEARCH
Superior versatility and integration in mapping is now incorporated into Matrix 6.0. The new
interactive map search provides dynamic and fully interactive map capabilities, without losing any
existing functionality. The addition of new tabs on the map now allows you to quickly and easily toggle
between the search form, results display, and the fully interactive map search.
Tabs will allow you to quickly
and easily navigate between
criteria, map, and results
Clicking on a map pin will
generate a pop-up with
summary listing information
To complement increased map functionality, the map menu bar has been revised and improved to
include a robust selection of tools to maximize efficiency when working with the map.
All, None,
All, None, and Page
allows you to select or
unselect properties in
your search results
Select to draw a search
area on the map using
one of these shapes
Clicking the multi-select
icon allows you to click and
drag to select all listings
within a rectangular area
Re-center map
Shows map layers
Clicking the single select icon toggles the map
into/from selection mode. When enabled, a click
on any map pin immediately selects that listing
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[4]
Introduction to MATRIX 6.0
Please note:

The “Locate Address” mapping functionality has been moved. It can now be found in the
“Jump To” drop down menu.


The default icon
will allow you to customize your starting map view.
Multiple listings at the same location are grouped with a numbered pin, which denotes the
number of listings at that location. Matrix determines that listings are at the same location
when their latitude and longitude values are within 10 feet of each other.
The interactive map search continues to support multiple search areas by using the drawing
tools (shapes) to select the area(s) you are interested in. In addition, the shapes can now be
resized directly on the map without having to delete and redraw the search area.

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[5]
Introduction to MATRIX 6.0
TASK DRIVEN BUTTON BAR
Matrix 6.0 features a new consolidated task driven button bar. Buttons are now grouped together
by tasks for actions that can be performed while viewing listing search results. The button bar
remains consistent across results page and map views. Page navigation links have been moved
to the right side of the page.
1) Actions - this default button view contains all primary actions you will perform with results.
2) Refine - this button view allows you to refine the search results.
3) Save - this button view provides access to creating all the “Save” features.
4) Carts – this button view provides access to all cart actions.
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[6]
Introduction to MATRIX 6.0
IMPROVED PRINTING SUPPORT
Significant effort has been undertaken in Matrix 6.0 to deliver greater flexibility and a better result
when printing listing results. Multiple reports may be printed at once, including custom displays, along
with a new added feature of being able to add an agent header & footer to each page. All PDF report
generation functionality has been consolidated into the print button.
After clicking the Print button, you will be presented with a selection of reports to choose from.
Additionally, you will have the option of emailing a PDF report directly from this screen, previewing
your file, or printing. In addition to the traditional reports, the Primary Reports tab will contain any
custom displays you’ve created, while the Additional Reports tab will contain the Quick and
Statistical CMA report.
Note: Google Chrome users will be unable to print the agent header/footer on every page as Chrome is inconsistent with
this command.
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[7]
Introduction to MATRIX 6.0
ENHANCED PHOTO VIEWER
The photo viewer has been modernized in Matrix 6.0. A thumbnail photo viewer is shown inline on
displays and a full-size viewer is generated by clicking the resize button or directly on a photo.
Inline View:
Photo navigation buttons
appear when you hover
over the photo
Full View:
Button Bar:
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[8]
Introduction to MATRIX 6.0
IMPROVED CONTACT MANAGEMENT
In Matrix 6.0, you now have the ability to categorize your contacts. There are a total of twelve (12)
customizable categories available. You can update the category for existing contacts via the Edit
Contact feature. In conjunction with this feature, Matrix 6.0 comes with the ability to filter your
contacts by category.
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[9]
Introduction to MATRIX 6.0
MINOR ENHANCEMENTS
CONCIERGE MODE
In Matrix 6.0, the Concierge functionality for Auto-Emails has undergone some minor enhancements:


The Concierge alert message will now appear to the left of the Speed Bar
The Concierge alert text has been modified to include the word Concierge
STATISTICS
When saving customized statistics, users were previously required to Clear the existing chart title on
the Customize tab and then navigate to the Save tab to enter a new one. In Matrix 6.0, changing a
chart title can be completed inline without leaving the Customize tab.
Click Edit to
update the
Preset name
In addition, Stats will now return the exact number of results from which the statistic was calculated
when this information is readily available. When the count is unable to generate, Matrix stats will
continue to show the approximate number of results considered in the statistical calculation.
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[10]
Introduction to MATRIX 6.0
MISCELLANEOUS






Emailed PDF’s are deleted one day after they expire; default expiration = 30 days
When looking at a listing in full page mode, you can now page through to the next listing by
using the arrow keys on your keyboard.
Search maps are now compatible with Apple and Android mobile devices (Apple iOS 5.1 or
later and Android OS 4.0 or later).
Increased compatibility with the iPad by limiting search forms to 978 pixels, thus avoiding
horizontal scroll bars on iPads and 1024 monitors.
Notifications have moved from the upper right Matrix window to the upper left:
The “Check All/Uncheck All” links on displays has now been replaced with; “All/None/Page” on
the results and My Listings pages:
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[11]