Run more efficient searches by utilizing the refine and sort features available in Matrix. Options for refining your search results include: View as a selected contact (to view additional information such as whether a listing has been emailed to a contact), Narrow (to get rid of listings that are not selected), Discard (to get rid of selected listings), or Sort (to select multiple fields to sort by).
1. From the Results tab once a list of results has populated, click Refine on the action bar.
2. Under the Results tab, you have the option to view as a Selected contact (within the OneHome portal), Narrow the results, Discard listings or Sort columns in ascending or descending order.
3. To view the results as a client, click on the dropdown and select the contact.
4. This will display concierge-level information of the clients OneHome portal activity such as: agent pick, favorite/dislike, email history, Property Fit score, and notes.
5. Once you have selected listings, click Narrow to display only selected listings.
6. To revert to the original search results, click on the link that displays the search pathway.
7. Click Discard to remove any selected listing from the search results.
8. To undo discarded listings, click Un-Discard.
9. Click Sort to arrange listings to your preference. Note: You can also double click on each column header to sort in ascending or descending order.
10. Click Add to move any Available fields to Sort Fields. Double click on the column name under Sort Fields to change order (Ascending or Descending). To remove columns from the sort field click Remove. Columns can also be moved up or down under the Sort Fields.
11. Click OK.
12. Click Revert to display the original search results.