10-Minute Training: Useful Shortcuts in MatrixMaxx (00:00:02)
- Overview of small but helpful features in MatrixMaxx.
- Recently Viewed: Access recently viewed records quickly (excludes search results and reports).
- Customizable Dashboard: Add, remove, and rearrange widgets for quick access to tools.
- Bookmarks: Save frequently accessed records using the bookmark icon.
- Help & Support Center: Find FAQs, training guides, and Q&A session recordings with timestamps.
- Admin Settings: Site admins can customize implementation settings.
- Notifications: Customize which system alerts you receive.
Adding New Activity Categories and Types (00:07:19)
- Admins can add and edit custom activity categories and types.
- Some system-generated types (e.g., “Meeting Registration”) cannot be modified.
Viewing Former Employers for Individuals (00:11:23)
- Former employers are not directly linked in an individual’s record.
- Can check activity history to see employment changes.
- If missing, an admin can manually create an activity for past affiliations.
Querying Active Members and Their Subsidiaries (00:13:46)
- Use Advanced Organization Search for all active members and their subsidiaries.
- Ensure “Include inheriting organizations” is unchecked to include subsidiaries/divisions.
- Can export search results for reporting.
Handling Committee Terms and Membership Updates (00:17:20)
- End dates auto-populate if a term length is selected.
- For leadership transitions, do not edit an existing record; instead:
- Add an end date for the outgoing role.
- Create a new entry for the new position with a new start date.
- Public committee rosters should be linked without the year in the URL for automatic updates.
Adding a New Committee Role (00:23:17)
- New committee roles (e.g., “Emeritus”) must be added by MatrixMaxx support.
- Specify where the new role should appear in the hierarchy.
Organizing Inactive Committees (00:26:19)
- Non-active committees are already grouped separately but still visible.
- Request submitted to collapse inactive committees by default to reduce clutter.
Displaying Emails in Public & Private Committee Rosters (00:29:17)
- Email addresses only show in the “Committee Members Only” roster.
- Public and members-only rosters require a custom solution via MatrixMaxx or API integration.
Availability of WordPress & Sitefinity Q&A Sessions (00:33:41)
- WordPress and Sitefinity Q&A sessions are quarterly, unlike MatrixMaxx’s monthly sessions.
- Recordings may be available upon request; need to confirm hosting location.
- Users can request to be added to the invite list for these sessions.
Bulk Email Templates in Admin Settings (00:36:46)
- The Custom Email Templates option appears only if the bulk email upgrade is enabled.
- Used for mass emails related to membership and meeting registrations.