matrix AWS
MATRIX
Set Up Your Matrix Account Using My Matrix It is recommended to begin with your My Matrix tab when you first start using Matrix. You can learn a lot about the program by spending some quality time here. Use My Matrix to locate your contacts, saved searches, sent emails, CMAs, Speed Bar Shortcuts and maintain your contact information. To customize your contact information and portal information, hover over the My Matrix tab and click on My Information. From here, you will have the following tabs to navigate through:
Information: Enter personal contact
information here. You can override system information by checking the Override box on the right side of the desired field. When complete, click Save.
Header & Footer: Click this tab to choose one of the system provided templates for your Matrix Portal using the
Select a Package button. Click Preview at the bottom of the screen to view your choice. You may add a photo and customize your foreground and background colors. Click Save when complete. The Portal Header displays on your Matrix Portal, and the Print Header displays on printed reports (Ex: Client Full, Consumer Handout, etc.).
Mobile Header: This tab allows you to customize the information you wish to display on the header of the Matrix Portal when viewed on a mobile device. The template cannot be changed.
CMA Cover Sheet: Use this tab to fill in appropriate contact information and/or to upload a photo specifically used for your CMA presentations. Be sure to click Save when finished.
Portal Information: Decide how you want your contact information to be displayed on the Matrix Portal. Use the
drop down menus to choose your preferred order. This data will display in the upper, left corner of your Matrix Portal. If you need to edit any existing text, you must go back to the Information tab. Click Save if changes are made.
Email Signature: Create a signature that displays at the bottom of all emails sent from Matrix; manually or automatic.
It is also recommended to create a Portal Greeting that welcomes all clients when they access to the Matrix Portal. Hover over the My Matrix tab and click My Portal Greeting. Type your message in the large text box and click Save. Remember to keep this message generic because it will be seen by all of your clients. No message will display if your Portal Greeting is left blank. You may also upload a photo here, if desired!
[email protected] • ww.reinmls.com • 757-531-7901
Set Up Your Matrix Account Using My Matrix It is recommended to begin with your My Matrix tab when you first start using Matrix. You can learn a lot about the program by spending some quality time here. Use My Matrix to locate your contacts, saved searches, sent emails, CMAs, Speed Bar Shortcuts and maintain your contact information. To customize your contact information and portal information, hover over the My Matrix tab and click on My Information. From here, you will have the following tabs to navigate through:
Information: Enter personal contact
information here. You can override system information by checking the Override box on the right side of the desired field. When complete, click Save.
Header & Footer: Click this tab to choose one of the system provided templates for your Matrix Portal using the
Select a Package button. Click Preview at the bottom of the screen to view your choice. You may add a photo and customize your foreground and background colors. Click Save when complete. The Portal Header displays on your Matrix Portal, and the Print Header displays on printed reports (Ex: Client Full, Consumer Handout, etc.).
Mobile Header: This tab allows you to customize the information you wish to display on the header of the Matrix Portal when viewed on a mobile device. The template cannot be changed.
CMA Cover Sheet: Use this tab to fill in appropriate contact information and/or to upload a photo specifically used for your CMA presentations. Be sure to click Save when finished.
Portal Information: Decide how you want your contact information to be displayed on the Matrix Portal. Use the
drop down menus to choose your preferred order. This data will display in the upper, left corner of your Matrix Portal. If you need to edit any existing text, you must go back to the Information tab. Click Save if changes are made.
Email Signature: Create a signature that displays at the bottom of all emails sent from Matrix; manually or automatic.
It is also recommended to create a Portal Greeting that welcomes all clients when they access to the Matrix Portal. Hover over the My Matrix tab and click My Portal Greeting. Type your message in the large text box and click Save. Remember to keep this message generic because it will be seen by all of your clients. No message will display if your Portal Greeting is left blank. You may also upload a photo here, if desired!
[email protected] • ww.reinmls.com • 757-531-7901
