Best Practices for Committees in MatrixMaxx (00:00:02)
- Use a single committee record across years; rotate members instead of creating new committees annually.
- Detailed explanation of committee setup options: status, type, board flag, visibility, subcommittee settings, mailing list, and admin setup.
- Emphasized the significance of properly tracking committee membership changes by entering new roles as separate entries to preserve historical accuracy.
Tracking Company Affiliation Changes in Participation Reports (00:09:12)
- Question raised about organization participation reports not showing company affiliations during specific committee roles.
- Janna acknowledges the limitation in tracking employment history with roles and asks for a specific example to explore a potential solution.
Managing Committee Role Lists (00:13:13)
- Customizing the dropdown of committee roles is a support request task—not user-editable.
- Users should specify order when requesting role list changes for roster display purposes.
Handling Protected Mailing Lists and Privilege Groups (00:15:17)
- Accidental creation of protected lists or access groups can be corrected by admins under “list-based privilege groups.”
- Ability to edit or delete unnecessary privilege groups shown.
Meeting Fee Visibility and Mailing List Controls (00:16:11)
- Users described issues where multiple fees appear for users due to overlapping eligibility (e.g., mailing list + membership).
- MatrixMaxx displays all eligible fees, and there’s no way to hide higher rates if a user qualifies for both.
- A bug was noted where the lowest fee was not default-selected, contrary to documentation—Janna requests examples for further investigation.
Deleting Old Custom Reports (00:26:01)
- Only the creator of a custom report can delete it.
- Janna demonstrates how to access, edit, and remove saved reports from the dashboard.
Custom Reports and Saved Exports Overview (00:27:21)
- Walkthrough of creating advanced individual search reports and saving them to the dashboard for easy reuse.
- Demonstrates setting search criteria, selecting fields, and saving/exporting reports to Excel or for dashboard integration.
Tracking Product Purchase History and Reconciliation Reports (00:32:03)
- Tips for tracking NRI product purchases using the commerce section’s search and export features.
- Discussion about limitations of certain reports (like reconciliation) that can’t export to Excel directly and the workaround using browser copy-paste and Excel’s text-to-column feature.
Handling Duplicate Records and Company Transitions (00:38:26)
- Users sometimes create new profiles when changing employers, leading to duplicates.
- System’s duplicate checker relies on email, which may fail if the user changes addresses.
- Some clients disallow users from changing employer info themselves for policy reasons—configurable setting.
Archiving Old Meeting Records (00:41:02)
- MatrixMaxx now includes an “archive” function for old meetings without open items or unpaid registrations.
- Archiving removes meetings from public-facing views without full deletion.
Accessing Q&A Session Recordings and Summaries (00:43:00)
- Janna shows how to find monthly Q&A session summaries and recordings on the MatrixMaxx support center for easy reference.