When sending emails to clients from within Matrix, you now have the option to modify the contacts’ information directly from the Send Email screen without having to exit the send email process. In addition, some help text has been added to Contact Email Address field to inform users how to correctly enter multiple email addresses for a single contact.
When selecting a contact from the Select Contact pick list, a new “Edit Contact” link becomes visible when a single client is highlighted. The “Edit Contact” link is hidden when two or more rows are highlighted.
If an auto email search is about to expire because no listings have matched the search criteria within the default 50-day time frame, you will receive a warning notification email (3 days before expiring) with a link to extend the auto email.
If a contact clicks on the link in the initial Welcome email, the system will automatically enable all outstanding searches for that contact. This change resolves the scenario where you have created two auto email searches for a contact. The contact receives two seemingly identical Welcome emails and then clicks the link in only one of them, not knowing that the other Welcome email is for an entirely different saved search for which they aren’t yet receiving updates.
When viewing a Full Property display in the Client Portal, the x button in the top right corner could easily be overlooked, so it has been replaced by a much more prominent “Back to Results” link in the left side of that same top bar.
The updated Map Legend now displays all the map pins and descriptions currently in use. This legend is now the same in both Matrix and the Portal; there is no longer a separate version for the Portal.
When a search uses either the Map Search to find listings within a selected distance of an entered location or a single radius search shape on the map, the results grid will automatically display a sortable Distance” column showing the distance “as a crow flies” of each listing from the entered location or center point of the radius search.
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- The Distance column is displayed only on grid-type displays, which are the one-line displays that allow the user to add/modify/delete columns. The Distance column is also included if printing or exporting that display format. Note: The Distance column cannot be moved or removed on the display.
- In the CMA wizard, the Comparables step will include the distance of each comparable from the subject property if he subject property has been mapped.
When you click the Refresh link in Session Timeout alert bar, you will remain on the same screen you were working on instead of returning to the Home page. If you need to re-authenticate, you will be returned to the screen you were previously viewing and not the Home page.