Matrix Release Notes

Transcription

1 Matrix Release Notes Table of Contents Matrix OS/Browser Compatibility... 2 New and Enhanced Features in Matrix Updated Client Portal... 3 Client Portal Optional Features... 5 New Agent Headers & Footers... 6 Notifications of Portal Activity... 7 Updated Agent Web Pages... 8 Updated IDX Searches... 9 Google Maps... 9 Changes to Listing Photos Changes to Image Ribbons Forgot My Password Option ListTrac Integration Changes to Admin Tools Changes and Issues Resolved Issues Resolved in v Changes in v Changes in v Changes in v CoreLogic CORELOGIC and the stylized CoreLogic logo are registered trademarks owned by CoreLogic, Inc. and/or its subsidiaries. MATRIX is a common law trademark owned by CoreLogic, Inc. and/or its subsidiaries. No trademark of CoreLogic shall be used without express written consent of CoreLogic. All other trademarks are the property of their respective holders. In Canada, the trademarks MLS, Multiple Listing Services and the associated logos are owned by The Canadian Real Estate Association (CREA) and identify the quality of services provided by real estate professionals who are members of CREA.

2 Matrix OS/Browser Compatibility Matrix Desktop Compatibility Matrix 7.0 is compatible with the latest browser versions supported by mainstream operating systems. NOTE: Operating systems (OS) and browsers such as Windows XP, Windows Vista and Internet Explorer 8 and 9 (IE8, IE9), are no longer in mainstream support. All users who are using a previous version of these browsers will be presented with a warning at login to encourage upgrading. Issues related to supported browsers that can t be resolved by upgrading to the latest newer version will be reviewed and resolved on a priority and best effort basis. CoreLogic will support upgrades to browsers as soon as reasonably practical after the date when the new version of the browser is available for shipment in new retail computers. Desktop users who choose to use Internet Explorer (IE) on Windows 7 and Windows 8 can upgrade to IE11. Windows 10 users can use IE11 or Edge Browser. Firefox and Chrome automatically update to their most recent versions regardless of underlying operating system. Matrix Desktop supports the following browsers: Internet Explorer 11 and Edge Browser And the most recent versions of: o Safari o Chrome o Firefox o Android Browser o Chrome Mobile o Safari Mobile Matrix Mobile Compatibility ipad and Android Tablet users should ensure they're up to date with the most recent version of their browser they can install. Matrix Mobile supports the following browsers: IOS Safari IOS Chrome Android Browser Android Chrome Bugs reported against other mobile platforms will be fixed on a best effort basis. CoreLogic Confidential 9 August 2017 Page 2

3 New and Enhanced Features in Matrix 7 Updated Client Portal The Matrix Client Portal boasts an all new look and more intuitive usability. Key changes include: Fluid layouts which fit content to the user s screen, no matter what size it may be. This means a consumer on a phone is looking at the same content albeit in a potentially modified layout as a user on a large screen computer. (The MLS may elect to hide some content on smaller screens for aesthetic reasons if they wish.) This also means that The separate Mobile Portal version is deprecated in Matrix 7 and will no longer be available. All users will access the new Portal regardless of their device. A standard set of layouts for browsing listings include Map, List and Gallery views, as well as a dynamic new Full listing view. Additional views may be made available by the MLS as well. Geographic fields like City, Subdivision, and School District can now be included on the Portal s search form and the user s current map location will not be applied as part of the criteria when any of these fields are used. If the user s search does not contain any geographic fields then the boundaries of their currently visible map are applied as limiting search criteria. Pin clustering on the map when the number of results is between 500 and 5000 just as in Matrix proper, showing the user how many matching listings are in various regions and allowing them to click to zoom in to a particular region. Separate pages within the Portal provide access to: o All searches saved by the contact as well as auto s created by their agent; o A history of all content ed to them, including the ability to view just the new and changed listings for each auto update; CoreLogic Confidential 9 August 2017 Page 3

4 o o All notes added to listings by the contact or the agent An agent customizable profile page, which can include text, photo, video, current listings, and contact information Default content for this profile page is based on an agent s settings for their current Portals: Portal Information which displays on the left side of their 6.14 Portals is displayed as a Contact Information section If an agent has a Portal Greeting in 6.14 it will be populated as the text section If an agent has any My Listings queries selected to display on the left side of their 6.14 Portal, these will display as links, and the first one will also be presented as a slideshow of those listings CoreLogic Confidential 9 August 2017 Page 4

5 Client Portal Optional Features INRIX DriveTime searching on the map Find me all available properties within a 15 minute drive to my work in the morning Graphiq Data Visualizations on the full display interactive infographics about the property and its neighborhood such as sales and transaction history, school data, demographics, market trends, local highlights and so much more CoreLogic Confidential 9 August 2017 Page 5

6 New Agent Headers & Footers Agent Headers and Footers have been completely updated to provide a fresh new look. Key changes include: A larger header size up to 1600 pixels wide by 120 pixels tall with a system library of spectacular new header images to choose from Support for brokers to add Header/Footer packages which are available only to their members [REQUIRES CONFIGURATION] Agent controlled branding which displays over the top of the header s background image, even when an agent (or broker) uploads a custom image Simplified footers, completely customizable by the user with up to four branding fields and available as an option regardless of the header package As part of the upgrade to Matrix 7 all agent s existing headers/footers will be migrated to the new format. Agents with a Header/Footer Package selected in 6.14 will get an updated version of that same package s image, with system defined default branding fields displayed over the top of it. The MLS will likely wish to provide new, larger images for any packages which are custom to just that MLS and were not originated by CoreLogic. Agents with a custom header image will retain that image, but no branding text will be displayed over the top of it. The color they have specified as their background color will now be used as a background color for the header when printing. Agents with a custom Print Footer image will lose that image, as Print Footers in Matrix 7 are text and not images. Agents who have no Header/Footer specified before will have no Header/Footer after the upgrade, unless the MLS opts to specify a default Header/Footer package. CoreLogic Confidential 9 August 2017 Page 6

7 Notifications of Portal Activity [REQUIRES CONFIGURATION] Agents can be notified via or text of recent Portal activity by their contacts, and/or receive a daily summary of activity for all their contacts. The MLS may choose which of the following actions may trigger notifications: o A contact visits their Portal for the first time o A contact visits their Portal (any visit after the first time) o A contact adds notes to a listing o A contact saves a listing as a Favorite o A contact removes a listing as a Favorite o A contact saves a listing as a Possibility o A contact removes a listing as a Possibility o A contact discards a listing o A contact removes a list from Discards o A contact saves a search CoreLogic Confidential 9 August 2017 Page 7

8 For each MLS enabled notification trigger, each agent may choose whether they wish to receive notifications and how they wish to receive them: ASAP via , ASAP via text, or in a daily summary o Text messages are sent via the agent s mobile phone carrier s SMS or MMS gateway; all major providers currently offer such a gateway but CoreLogic cannot guarantee future support. ASAP notifications of a contact visiting their Portal are sent immediately, allowing the agent to know when a contact is looking at real estate and thus may be ideal to get in touch with. ASAP notifications of all other activity are sent only when no other notification for that contact has been sent within the past ten minutes, in order to prevent a deluge of notifications if the contact is very active and allow context for multiple actions on a single listing to be included within the same notification (i.e. saved as a favorite and added notes). Updated Agent Web Pages Agent Web Pages have been updated to reflect the same core changes as the Client Portal. Like the new Portal, the updated Agent Web Pages now provide: o Fluid layouts which fit content to the user s screen o Deprecation of the Mobile version of the Agent Web Page o A standard set of multiple layouts for browsing listings o Support for geographic fields on the search form The agent may enrich their Home page to include any of the same content sections as their Portal s profile page, supplementing the primary content they already have configured. In addition to their Home Page Content section, the following additional sections may appear on an agent s Home page as part of the Matrix 7 upgrade: Their Portal Information settings which display on the left side of their 6.14 Agent Web Page will display in a Contact Information section If they have any My Listings queries selected to display on the left side of their 6.14 Agent Web Page, these will display as links in their own section, and the first one will also be presented as a slideshow of those listings CoreLogic Confidential 9 August 2017 Page 8

9 Updated IDX Searches IDX search and results screens have been updated to reflect many of the same core changes as the Client Portal. For all types of IDX searches map based, form based, and My Listings links: o Fluid layouts which fit content to the user s screen are supported, but in order to achieve this the agent or broker framing the IDX search must change the dimensions of their IDX iframe from fixed pixel based dimensions to fluid percentage based dimensions. o The style of text and buttons has been updated to reflect the fresher look of the new Portal. Button colors can no longer be customized via just a short list of color options, but rather now inherit the same color scheme as defined for the header background and header text. IDX Map Searches, like the new Portal, have been updated to support: o A standard set of multiple layouts for browsing listings o Support for geographic fields on the search form o Pin clustering on the map when the number of results is between 500 and 5000 Google Maps All map images and mapping related functionality in Matrix now use Google as a map provider, replacing Bing. General functionality and behavior remains largely unchanged, but several small differences are worth noting: Both street maps and satellite views are much more up to date in most locations Parcel boundaries and building footprints display on the street map in many locations The printable map display as well as the map page in the CMA now color each pin based on the associated listing s status Digital Map Products overlays (used by a small number of MLSes) are no longer supported; equivalent overlays are available from CoreLogic As part of the Matrix 7 upgrade any listings which have a Geocode Source of Bing will be regeocoded using either PxPoint or Google. Listings which had previously been manually located on a map will not be regeocoded. CoreLogic Confidential 9 August 2017 Page 9

10 Changes to Listing Photos Listing and roster photos are no longer padded with white margins in the image file itself in order to maintain a uniform size. Padding is still added to traditional non responsive displays in order to ensure proper layout, so the change is largely invisible to end users This change applies as well to images served via RETS, and will affect RETS users/vendors if they have come to rely on all images being a uniform size o If a user requests an image at a size which has associated dimensions of 640x480, they will get an image no wider than 640 and no taller than 480, but it will no longer be exactly 640x480 every time; it will instead retain the aspect ratio of the original image and contain no superfluous white margins. Changes to Image Ribbons Image ribbons sashes over the top of a listing photo to highlight the listing as New or Price Reduced are now displayed horizontally across the top of the image rather than diagonally. Forgot My Password Option [REQUIRES CONFIGURATION] Available only on systems in which members are permitted to change their passwords in Matrix, this feature allows members to click a Forgot My Password link on the Matrix login screen and initiate a process to regain access to Matrix without having to call the MLS. In order to recover their password, the member must provide their Agent/Public ID and address. If the ID and address match an active record in the roster, then an is sent to that address with a temporary password. After using the temporary password to log in, the user must set a new password in order to continue into Matrix. ListTrac Integration [REQUIRES CONFIGURATION & THIRD PARTY AGREEMENT] Matrix now integrates with ListTrac to provide analytic insight into listing activity. If enabled, this integration tracks: All accesses of a listing s full view in either Matrix or on a Client Portal, including which display template was viewed o A full view is any display which shows only one listing per page All accesses of a listing s pop up photo gallery in either Matrix or on a Client Portal CoreLogic Confidential 9 August 2017 Page 10

11 Changes to Admin Tools Several admin tools have been enhanced or otherwise updated in Matrix 7, including: The Display Editor supports an entirely new type of display format Responsive for management of layouts on the Client Portal and IDX, and many new tools and capabilities available only for that format. o Responsive displays are not fully supported for use in Matrix proper in version 7.0 and should be enabled only for the Portal at this time. MLS Staff who maintain displays for their Matrix system in 6.14 should anticipate with the upgrade to 7.0 that all initial Portal and IDX displays will be created by CoreLogic staff, as the new format and editing tools necessitate a significant learning curve. The Search Editor likewise supports a new Responsive type of search form for management of search forms on the Client Portal and IDX. Manage Agent Header/Footer Packages has been overhauled to reflect the new header/footer capabilities. o The MLS may manage images and colors for all system level Header/Footer Packages o Individual boards, associations, and/or brokers may be permitted to create and manage Header/Footer Packages available only to their members o The MLS, as well as individual boards, associations and/or brokers if permitted, may specify a default Header/Footer Package which will be used by all their members who do not either explicitly select a different package or explicitly elect to use no package. If a default is defined for a particular office and also at the MLS level, a member of that office will get that officelevel default header/footer, while a member of a different office which has no default defined would use the MLS default. CoreLogic Confidential 9 August 2017 Page 11

12 Changes and Issues Resolved Issues Resolved in v7.0 ID Function Description Printing Resolved the issue where some images appear smaller when a listing display is printed, even though the same image looks fine when the display is viewed on the screen or in Print Preview Settings Fixed various layout issues with the Team Settings page which occurred if the user did not have permission to edit the team Changes in v7.0.1 Released 14 February 2017 ID Function Description Various fixes to issues with new functionality introduced in 7.0; no changes to behavior which pre dated 7.0 were included in this release Changes in v7.0.2 Released 13 April 2017 ID Function Description 13502, Printing Fix now available via configuration: Print header does not reflect changes made to the agent s roster record, such as a name change or new address RETS Fixed: RETS Update can fail if an input warning is encountered for a field not involved in the update even though the update itself validates without error Display Editor The display editor now includes additional options in the Image Properties dialog for specifying behavior if a user clicks on an image. Link to Full makes the image a link the full view and is useful for building the display embedded in auto s; Map PopUp allows a static map image to be used to launch the pop up interactive map. Display Editor IDX displays now support Link to Full behavior Changes in v7.0.3 Released 15 May 2017 ID Function Description Search Improved the behavior of the Find Lookup search control and input control so that the logic used to match results is the same when making initial queries to the database as it is after the user is given a list of potential matches. This control is often used to select an agent or office with a list of matches based on the first few characters the user enters into the field Search Updated the Find Lookup search control and input control to display suggested matching values in alphabetical order Contacts Added handling to properly export Contacts when data contains quotation marks, such as in the Notes field Contacts Addressed an issue where the number of listing notes shown for a contact could get out of synch with the actual number of notes. CoreLogic Confidential 9 August 2017 Page 12