With the new MRIS.com and the fantastic upgrades to Matrix, we are keeping busy here at MRIS! Though an exact launch date isn’t set, the new Matrix will be up and running by the end of the year. From the CMA wizard taking you step-by-step through the CMA process to fantastic shortcuts in the new Speedbar and a complete overhaul of the contact management system, we are confident you will love the upgraded Matrix for its ease of use and time saving abilities. Below are just a few highlights of all the new features!
Speed Bar: Shorten searches with speed bar codes typed directly into any page. Create a Speed Bar Shortcut for searches you routinely create or criteria you often use.
CMA Wizard: Takes you step-by-step through the process of creating a CMA. Custom tailor your CMA by choosing from over 20 different colorful options of reports and graphs, giving your CMA packet a more professional look.
Content Management: Puts everything you’ve done for your client in one convenient location. Provides the ability to list, sort and search your contacts. Filter searches in My Matrix by client, auto-emails, saved searches, CMA’s or even sent emails.
List Price to 1,000’s: Removing three of the zeros you currently type will reduce the chance of errors by searching in thousands.
Customizable Homepage: Arrange, collapse, or expand any of the moveable widgets and re-sequence them as you please.
Above are just a few of the main changes happening in Matrix and we hope it is getting you excited and looking forward to the improvements! Watch for upcoming announcements of Matrix trainings so you can sign up, and see a live walk through of the new upgrades. MRIS highly recommends attending these trainings so you can be there to ask questions, take notes and ultimately take advantage of all the new features Matrix has to offer!