What is visible and accessible from the Matrix dashboard depends on role and access in Matrix. For instance, what a broker, listing agent, office administrator, and buyer's agent may all be different. Read on below to learn what widgets are available in your home. Please note, like many aspects of Matrix, there is a Classic and New! version of the Matrix Dashboard. The Classic mode may be toggled on and off under your login name in the top right hand corner of the Matrix main menu.
Classic
To customize the dashboard, hover on the gray heading until your cursor becomes a four directional arrow, drag and drop the widgets in your preferred order. If you hover on the far right top corner you'll see a dropdown arrow, click it to expand or unexpand a widget. Some widgets will have an X in the top right corner, click on the X closes the widget.
New!
Slight look and feel differences contrast the Classic and new Dashboards. The ability to minimize and maximize with using the arrows remains. But further changing of shape or addition/removal is handled using the Edit Dashboard button in the top right hand corner. There you may choose to drag and drop the order and use the radio buttons provided to remove the widget from the screen.
The following widgets may display based on role, access, and settings. Edit abilities for Classic are indicated in blue. And New are indicated in red.:
- News & Alerts - These notices are added by OneKey and association staff and contain important information regarding learning and development opportunities, association updates, product upgrades, system maintenance, account information, and more.
- Hot Sheets - These customizable saved searches track changes to listings in specific property types. Use the Customize link / settings icon to add, edit, or rename your hot sheets. Use the This Session / clock icon dropdown to select a time frame to run your saved searches. Click on the name of a hot sheet to view the results.
- My Favorite Searches - Once you have a saved search and designated it as a favorite you will see a link to that search in the widget, clicking on the search runs it. Note: There's a maximum of 10 saved favorite searches. Select Update All to view the number of new listings there are for each Favorite Search since the last time the link was used.
- eProperty Watch - eProperty Watch offers Monthly Reports to help stay connected with past clients. Click the Start Your Free Trial Today link to learn more.
- Matrix Learning Lab - CoreLogic, the maker of Matrix offers tutorials and helpful info on their products. Click on the widget to create an account and view helpful information.
- Market Watch- This widget offers a bird's eye view of changes in your marketplace. Each change type indicates the number of listings matching the change type in parenthesis and with a graphical representation. By default the entirety of the OneKey market is included in the search. Click Customize / settings icon to narrow your search results. Use the Cross Property dropdown to select a specific property type to filter by. Click the Today dropdown to choose a timeframe to view your change types. Click Refresh / refresh icon to update the results. Click on an individual change type to see the results.
- My Listings - This widget offers a shortcut to listings you have access to view or edit. Click on the individual listing to view it and see additional options. Click Refresh / refresh icon to update results.
- My Carts - See your recently used carts and click on a cart to view the listings in the cart. Click the All Carts link to see all.
- My Stats - This widget shows your personal saved present hart statistic.
- Search - Quick search widget where you use one or more of the provided criteria to enter information and click Search.
- Recent OneHome Visitors - This widget displays the 10 most recent clients who have visited the client portal within the last 30 days.
- Recent Use Contacts - This widget displays contacts who you have added or edited recently.
- Contact Requests - This widget displays recent prospect information sent from your IDX or Agent Website visitor.
- External Links - This is a list of easy access links to external sites such as other OneKey solutions provided.
- Concierge - Select a client's name to display all listings waiting on approval before being sent. Each link displays the client's name and in parenthesis the number of listings waiting on approval.
- Additional - This widget display any other links that you subscribe to such as premium services.
- Timeline - This widget is available in New mode only. It will displays specific client notifications as designated by you. You can use the settings icon in the top right to select what notifications you'd like to include here. Use the refresh icon to update your timeline and use the double arrows to close and open this side menu.