Contacts
Getting Started Guide: Initial MatrixMaxx Launch Process
If you are implementing MatrixMaxx for the first time, here are the general steps we will follow. Your particular organization may have some customization of these steps.
Steps to Take When a Staff Member Leaves
Here is a list of steps to take when an individual leaves an organization in your database. We have included the additional steps for if that individual was a staff member of your organization.
Communications Stamping and Staff Movement
If a staff person moves from one company in your database to another, what happens to the communications that were stamped for that person? We will walk you through an example of how this will behave.