Use this article to look up what a feature you used in Matrix is called in Perchwell. What Changed When You Moved to Perchwell explains how those workflows have changed.
Perchwell names for search filters and tools
This table matches search filters and tools from Matrix to their Perchwell names.
Matrix term | Perchwell name |
Power Bar | Universal Search Bar, the Search field in the top navigation |
Search Criteria | Search filters, set on the Filters tab of the Search page |
Narrow / Discard | Keep and Hide, options for the listings you select in your search results |
Display | Column template, in the Columns menu above your search results |
For more information:
Universal Search Bar explains how to find a listing, agent, or contact from any page.
Create a Search with Filters covers setting search filters.
Customize Your Search Results View explains how to create and apply column templates.
Perchwell names for listing tools
This table matches listing entry and listing detail tools from Matrix to their Perchwell names.
Matrix term | Perchwell name |
Add/Edit (listing input) | Not in Perchwell. Keep entering and editing listings in Matrix. |
Supplements | Documents, a tab on the Listing Detail Page |
External Links | Integrations panel, on the right side of the Dashboard |
Township | Community, a section of the Filters tab with the Subdivision name and Subdivision name other fields |
Access Integrations from the Dashboard or a Listing lists the integrations that open from the Dashboard. Listing Field Changes in Perchwell explains the Community field.
Perchwell names for Dashboard, Hot Sheet, and Analytics features
This table matches market activity and reporting features from Matrix to their Perchwell names.
Matrix term | Perchwell name |
Market Watch | Hot Sheets on the Dashboard |
Stats tab | Market Analytics, the Analytics tab; Search Analytics, within a search; or Market Activity, an Analytics report |
Add a Hot Sheet to the Dashboard explains how to create a Hot Sheet. Analytics Page Overview covers the Analytics reports.
Perchwell names for client collaboration and mobile tools
This table matches client collaboration and mobile features from Matrix to their Perchwell names.
Matrix term | Perchwell name |
Auto email | Saved search with client alerts turned on |
Carts | Tags |
OneHome | Perchwell client account, for an invited client |
MLS Touch | Perchwell mobile app |
For more information:
Tags Page Overview explains how to save and share listings with Tags.
Invite Clients to Perchwell and Resend Invitations explains how to invite a client from their profile.
Accept Your Agent's Perchwell Invitation walks an invited client through getting started.
Search in the Perchwell Mobile App covers searching on your phone.