Contacts

The Contacts section is a centralized database designed to help you manage your client relationships and monitor their system engagement. From this dashboard, you can quickly add new prospects, organize contacts into groups, view historical client activity, and manage the automated communications driving your daily business.

From the Matrix™ navigation menu, hover “My Matrix” and then select “Contacts”.

Click here to view this Contacts Navigation image.

Click here to view this Contacts interface image.

Import: select the arrow to upload a .csv file containing the contacts you would like to import into Matrix™.

Add: select the, “Add” button to add a new contact.

For more information, see in the My Matrix section.

View: toggle between a list-view (default) and a gallery-view to see your contact's core information and activity at a glance.

While in gallery-view mode, hover any contact's details to view its tooltip definition.

Actions: select this option to perform any of the following actions on selected contact(s):

Export: download the selected contact(s) as a .CSV file
Set Active: set the selected inactive contact('s) status to “Active”
Set Inactive: set the selected active contact('s) status to “Inactive”
Delete: permanently remove the selected contact(s) and all their associated data

Status: only view contacts based on the selected status.

Active: view active contacts only
Inactive: view inactive contacts only
All: view all active and inactive contacts

Filter: view contacts that fulfill any of the following criteria:

with active auto emails
with inactive auto emails
with no auto emails
who have visited OneHome™
who have not visited OneHome™
I haven't worked with
who have saved searches
who have no saved searches
in this category: based on contacts you added to a specific group

Text Filter: filter a specific contact by entering their full or partial name, email address or reference number (Ref#).

Results per page: update how many contacts display on each page.

Contact Name: select a contact's name to view, or edit, information about that contact.

For more information, see in the My Matrix section.

Contact Details: quick, at-a-glance details associated with a specific contact.