Matrix Client Portal Search is Here!
The Matrix Client Portal client search feature (announced a couple weeks ago), is now LIVE. This allows your clients to conduct their own searches right within their own Portal. And, through Matrix, you can monitor any searches they save, opening opportunity for further dialog with your clients. Watch our quick 4-minute video to see how it works, including how to set yourself to be notified (email or text) whenever your client saves a new search. Your clients’ portals have a “Help?” link in the upper right corner where they can access a 4-minute video and quick PDF guide on how to use their Portal, including this new search feature.