Editing Contacts

Editing Contacts

  1. Hover over the My Matrix

  2. Click on Contacts. The Active Contacts screen opens. 

  3. Click the Contact’s name.

4. Click Edit to open the Edit Contact screen.

5. Make the necessary changes.

6. Scroll to add additional information such as a salutation or business information.

 7. Click Save.


    • Related Articles

    • Adding Contacts

      Adding Contacts, Prospects, Friends and Family members to Matrix provides tools that will increase Agent productivity. A Client’s experiences will be enhanced as well with the use of OneHome. Hover over the My Matrix tab Click on Contacts. The Active ...
    • Working With Auto Emails (New View)

      The new layout of the Auto Email screen in the My Matrix menu has been made more mobile friendly while still giving you complete control over the searches automatically sending emails from the system. Similar to the new layout of the Saved Searches ...
    • Deleting a Contact

      Hover over the My Matrix Click on Contacts. The Active Contacts screen opens. Click the check box to the left of the Contact’s name. Click on Actions. In the drop-down, click Delete. A confirmation message appears asking if you are sure you want to ...
    • View Email History

      Matrix keeps track of all emails you send through the system for 90 days. You can view your email history two separate ways: Sent Email link or Contacts link both located under My Matrix. Sent Email 1. To view your email history, click on the My ...
    • Adding Photos

      Photographs that accompany listings play a significant role in attracting buyers. Because more than 90% of home buyers begin their search online (and eliminate homes for viewing based on photographs), FMLS sends listing data - including photos - to ...