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Matrix Tips for Added Efficiency

Based on your questions into our various support channels, here are a few tips to help you be more efficient using Matrix:

  • Tip 1 > Navigating Between Listings
  • Tip 2 > Keyword Search in Agent and Public Remarks

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TIP 1: TWO WAYS TO NAVIGATE BETWEEN LISTINGS 

1.   Click on the number located on the bottom right corner of the page
2.   Click on the Previous-Next link located both on the top left corner of the page and on bottom right corner

matrix_next-listing

 

TIP 2: SEARCH FOR KEYWORD(S) WITHIN BOTH THE PUBLIC REMARKS AND PRIVATE REMARKS FIELDS

1.   Click on the Add/Remove link located on the bottom left corner of the residential search page

matrix_search12.   Type in remarks in the search window and select either agent remarks, client remarks, or both.  Once selected click on the Add button (middle) and then click on Back (bottom left).

matrix_search2

3.   This will bring you back to the search page.  You should see the remarks search on the bottom, it will look like this:

matrix_search3 4.   To search for a keyword, type in the word surrounded by *.  As an example, if you were searching for “in law” you would type *in law* so it would look like this:

matrix_search4

Please note: it is not recommended to search for a keywords in both agent and public remarks at the same time as the system will interpret this as only show listings that have the keyword(s) in both remarks field. 

 

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