What's new
in Matrix.

Collecting a card authorization for a group used to happen outside Matrix, with a form emailed by hand and the result tracked nowhere the rest of the team could see. A property admin now connects the property's Sertifi account under Integrations, and from then on a rep can choose CC Authorization Form from the Actions menu on any Tentative or Definite opportunity. The guest gets the request from Sertifi and enters the card on Sertifi's own page, so Matrix never sees the card number.

The opportunity's Documents tab keeps a row for each authorization with its status (sent, opened, authorized, declined, expired or failed), the card brand and last four digits once it's authorized, and a resend for anything still waiting. An authorized card closes the related CC Auth Due reminders and turns the credit card line on the group resume into a link to the authorization in Sertifi. If one fails, is declined or expires, the assignee gets an email.

Document emails changed alongside it. Documents and signature requests now go out from one consistent Matrix sending address under the assignee's name, and a reply goes straight to the assignee. The Rate Load Request email drops the retail rate column on dynamic rate grids and fits a phone screen, and the RateGrid merge field now lays the grid out with rows and columns swapped, replacing the separate TieredRateGrid field.

The only way into a countersignature used to be the link in the email Matrix sent. If that email didn't reach the person who had to sign, a contract the client had already signed just sat in Counter Signature Pending with nowhere to go. Countersigning now happens from the opportunity's Documents tab: one button, the document viewable from the same place, and a copyable countersign link for when it has to go to someone else. Another user at the same property can take over a countersignature sitting with a colleague who is out.

Send Document and Signature Request emails can carry a message you write instead of going out as a bare template. The Rate Load Request email attaches the signed contract rather than the unsigned draft it used to reach for, and a signature request no longer emails a countersigner on agreements that never required one.

Group Rooms & Events Control has a dedicated print and PDF layout, so the week ahead leaves the screen in a shape ops can hand out at a stand-up. It and Group Rooms Pace both picked up new date range options. Opportunity internal notes are rich text now, with versioning, and undo and redo behave in the editor. The group opportunity form got another round of layout work.

Elsewhere: rate load requests can carry a written email body instead of going out as a bare attachment, an account can be created straight from the contact flyout, RFP and LNR cancellation policies added a 72 hour option, and Esc closes modals and flyouts consistently.

On the fix side: leads with long website URLs save, the leads CSV export survives an empty Type filter, activity times stop shifting after save for users in timezones without daylight saving, activity card icons are visible in browser dark mode, the AI summary panel checks property permissions before it answers, contract open tracking reads Docuseal events, scheduled reports send one shared email instead of one per recipient and recover a missed send, and Group Pace last-year comparisons line up on a fixed 52 week lookback.

An account with twenty contacts does not tell you who actually picks up the phone. The Contacts tab now shows a relationship strength indicator and sorts strongest first, so a seller taking over an account can see who to call without reading a year of activity history first.

Generate BEO documents for every definite event in a window, in one pass. Catering and ops download the week ahead in a single PDF instead of one-PDF-per-event email.

Group blocks and on-property events now live on the same control surface: rooms blocked, rooms picked up, function space committed, and event-day outputs across the property's full booked window. Ops uses it to pace setups; sales uses it to spot inventory left on the table.

The activity log gets a new layer. Every state change on Leads, Opportunities, Accounts, and Contacts now writes a traceable event record: who changed what, when, in what context. The Sales Readout already taps it; audit trails and ownership-handoff workflows that build on top come next.

Kanban tiles got denser and faster. Rate, room nights, GC code, and need date now visible without opening the card. Drag-stage transitions write less data so the board loads quicker on multi-property accounts.

Generate group resumes for every definite block on a date range, in one job. Rather than print-and-stack one at a time, ops downloads the full week ahead in a single PDF, replacing the print queue ritual every property has been running.

A new pace surface for group rooms. Track block pickup against the cutoff date with the same visibility revenue management already has for transient. Group production stops being a lagging indicator on Friday afternoons.

The Group Opportunity form has been re-shaped around how operators actually fill it out. Fewer required fields up front, smarter defaults from account history, conflicts surfaced on the Event Grid before save. Less typing, fewer save-then-fix loops.

Click any opportunity tile and Matrix surfaces a context summary: what's been said, what's outstanding, what to do next. Nobody has to scroll through the activity log to reconstruct it. Background-processed so the summary is ready when the card opens.

Calendar got a new pivot. View every booking through the lens of which room, ballroom, or breakout it fills. Catering and ops finally see the venue's day at a glance, not just the sales team's pipeline.

When a group's event date conflicts with another booking's setup or breakdown window, the Event Grid now flags it inline with a tooltip explaining the conflict. Caught before save instead of after the BEO is in the catering manager's inbox.