Matrix

Matrix

Conversion Guide

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All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of California Regional Multiple Listing Service, Inc.

? 2011 California Regional Multiple Listing Service, Inc. 6/11

Contents

Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

Disabling Pop-up Blockers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 Accessing the CRMLS Matrix Platform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 CRMLS Matrix Platform Navigation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Post Conversion Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Verify Your Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13 Create an Email Signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15 Create Headers and Footers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16 Check your Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19 Check Your Listings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20 Update Your Listings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23 Check Your Saved Searches and Auto Prospects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26 Re-enable Auto Prospects (Auto Emails) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27 Download the Latest Listing Input Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31 Download the Latest 1004MC Solution and Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Searching for Listings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

Basic Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32 Map Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36 Viewing Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40

Printing Listings and Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44

Emailing Listings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

Emailing Listings for Display in the Client Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46 Emailing listings as a PDF Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48

Searching for Open Houses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50

CRMLS Support Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51

Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51 Training Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52

Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53

Searching for Listings on Your Mobile Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53 Adding a Public Search Link to Your Website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53

Contents 1

Welcome

Welcome to the CRMLS Matrix Platform. CRMLS Matrix is the industry's top rated MLS platform offering an ultra-modern and flexible environment. This manual will help you verify that all of your information was migrated from your original MLS, give you a basic introduction to the CRMLS Matrix Platform, and guide you through performing basic searches, viewing search results, and printing and emailing listings. Follow the steps in these sections to get started. ? "Disabling Pop-up Blockers" below ? "Accessing the CRMLS Matrix Platform" on page 3 ? "CRMLS Matrix Platform Navigation Overview" on page 5

Disabling Pop-up Blockers

Your computer may have an Internet browser or security software that blocks Internet pop-ups. CRMLS products utilize help screens and other features that may be blocked by some pop-up blockers. Follow the steps below to allow pop-ups from CRMLS products in Internet Explorer. Note: For information on allowing pop-ups from CRMLS products in other Internet browsers or security software, refer to your application's documentation. 1. In Internet Explorer, select Tools > Pop-up Blocker > Pop-up Blocker Settings.

2. Add the following websites to the Allowed sites list: ? (CRMLS Website) ? (CRMLS Matrix) ? (Realist Tax)

2 Welcome

Accessing the CRMLS Matrix Platform

The first time that you log into the CRMLS Matrix Platform, you will be taken through a login enrollment process. Follow the steps below to access the CRMLS Matrix Platform. 1. Open your web browser and go to . 2. Click the CRMLS Matrix button.

Accessing the CRMLS Matrix Platform 3

3. Enter your Discover Username in the User ID field. 4. If you have recently changed your password in Discover, enter your current password in the

Password field. If you haven't recently changed your password in Discover, or are having difficulty logging in, try using "discover" as your password. Once you log in, you will be prompted to change your password. If you're still having difficulty logging in, contact the CRMLS support department as described on page 51.

5. Click Login. 6. Read and agree to the Terms of Use and End User License Agreement to continue. 7. Answer the three secret questions that will be used to identify you in the event that you

forget your password. 8. Follow the prompts on the screen to complete the enrollment process.

4 Accessing the CRMLS Matrix Platform

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