Use this article to see what moved from Matrix and what did not, review your saved searches and turn their alerts back on, and check your contacts.
What moved from Matrix to Perchwell
Your saved searches and contacts moved from Matrix to Perchwell in a one-time transfer at the start of your Perchwell member training. Changes made in Matrix afterward are not in Perchwell.
Listings: CRMLS (California Regional Multiple Listing Service) listings appear in Perchwell through CRIB, the CRMLS data source, which means you keep entering and editing listings in Matrix.
Saved searches: Every saved search moved with alerts turned off, which means no client receives an email from it until you turn them on. Each saved search stays connected to the contact it had in Matrix.
Contacts: Contacts moved with their name, email address, phone number, and any additional email addresses.
What did not move from Matrix to Perchwell
These items from Matrix did not move to Perchwell:
Client reactions to listings, such as Favorite and Not For Me
The history of what you shared with clients
Market Watch settings. Add a Hot Sheet to your Dashboard to track new and updated listings, as explained in Add a Hot Sheet to the Dashboard.
Carts. Create a Tag to save and share listings with clients, as explained in Create and Edit a Tag.
Important: Matrix email alerts keep sending after your saved searches move to Perchwell. Turn them off in Matrix.
Review saved searches moved from Matrix
Review each saved search moved from Matrix to check its filters before you turn on its alerts. Saved searches that still need review start with [From Matrix: Unreviewed] in their names.
Steps:
Click Saved Searches in the upper left of the Search page
Click the name of a saved search that starts with [From Matrix: Unreviewed]
Check the saved search's filters and the listings in your results
Add or change any filter that is missing or wrong
Click Save
Select Update Current
The saved search keeps your changes. Its name still starts with [From Matrix: Unreviewed] until you rename it, and its alerts stay off until you turn them on.
Check the Contacts column in the My Searches window to confirm each saved search is linked to the right contacts.
Rename a reviewed saved search and turn its alerts back on
Every saved search moved from Matrix has its alerts turned off. After you review a saved search, remove the [From Matrix: Unreviewed] prefix from its name and turn on its alerts.
Steps:
Click Saved Searches in the upper left of the Search page
Click the pencil icon next to the saved search to open the Edit Search window
Delete [From Matrix: Unreviewed] from the Name this search field
Turn on Alerts
If you want contacts to receive the alerts, select an option from the Recipient dropdown
Click Update
A green "Your saved search has been updated." message appears in the lower right, and the saved search's name no longer starts with the prefix.
Recipient controls who receives the alerts, so check it before you click Update. Only me sends them only to you. Set Up Email Alerts for Saved Searches explains how often alerts are sent and each Recipient option.
Update contacts moved from Matrix
Check the contacts that moved from Matrix before you share with them. They arrived uninvited, which means they do not have access to Perchwell until you invite them. Some have no email address, and those contacts are left out of the contact list when you share or send a message.
For more information:
Find and Update Contacts Moved from Matrix explains how to find your contacts and add a missing email address.
Invite Clients to Perchwell and Resend Invitations explains how to invite a contact from their profile.