Introduction and Blog Post Announcement (00:00)
- Janna Marks shares that she posted a blog on the MatrixMaxx blog detailing how she created a custom GPT for summarizing transcripts, with timestamps.
- She highlights that the blog includes not just the “why” but the “how” of building a custom GPT, offering more practical insight than many other articles.
Regular Expressions in MatrixMaxx Searching (00:01:10)
- Janna conducts a mini-training on using regular expressions in MatrixMaxx for advanced searches.
- Example 1: Searching for last names starting with “MAR” (e.g., Marks, Marshall) using MAR*.
- Example 2: Matching titles (e.g., CEO, President) using expressions like ^(CEO|President|Executive Director)$.
- She refers attendees to a help article in the MatrixMaxx Support Center for more examples.
Notification Bell in MatrixMaxx Dashboard (00:07:30)
- Janna explains how users can set up the notification bell for updates and insights on their MatrixMaxx dashboard.
- Navigate to Settings and enable the notifications users want (e.g., meeting registrations, sponsorship applications).
- A follow-up note is made to investigate why Stacy’s notification bell isn’t appearing.
Adding Another Contact in Registration Forms (00:10:15)
- Janna explains that adding multiple contacts in the “Information for Registration” section is not currently supported.
- A workaround is to create a general contact (e.g., “WBC Staff”) in the default settings, listing a shared email for the team.
Regular Expressions Help Article Location (00:13:40)
- Kathy Walker asks where to find regular expression codes.
- Janna demonstrates how to access the help article via the Support Center under the question mark icon in MatrixMaxx.
Including Tax ID in Invoices (00:17:00)
- Kristie Grzywinski asks how to include tax IDs in the invoice address section for international customers.
- Janna suggests using address line 2 or a similar field (e.g., “Mail Stop”) to store the tax ID under the address. Further clarification to be sought with MatrixMaxx’s team.
Deleting Custom Reports (00:24:00)
- Wendy Harris asks how to delete custom reports.
- Only the report creator can delete their reports by going to the Reports section under the relevant module (e.g., Contacts), selecting the report, and clicking “Edit” to delete.
Creating a Custom Attendee List without Guests (00:27:30)
- Wendy inquires about generating a custom attendee list excluding companions or guests.
- Janna suggests using the Combined Badge Export, which lists companions and guests in the same row, and saving it as a custom export to avoid manually filtering them out.
Fundraising Widgets and Permissions (00:33:30)
- Rita asks if widgets can be added to the fundraising module.
- Janna explains that there are two fundraising widgets available: Donation Summary and Recent Donations. However, non-admin users may lack permission to add these widgets currently. Suggestions for new widgets are welcomed.
Conclusion (00:54:00)
- Janna wraps up by confirming the next session will be scheduled soon and encourages attendees to continue submitting questions.