Changelog
What's new
in Matrix.
Monthly digest. Pipeline, reports, integrations, workflow, platform: what shipped each month and why it matters.
What shipped.
Currency and date format follow the property. A security upgrade lands under the sign-in page. Scheduled Reports absorbs the old weekly send chain.
Print layouts, rich text notes, and the July fix list.
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.
What shipped.
The Sales Readout goes on a schedule. Agent Neo picks up attachments and two new tools. Every property runs on its own clock.
Account contacts, ranked by relationship strength.
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.
What shipped.
Sales Readout becomes editable. BEOs and group resumes go bulk. Event Tracking lights up across every entity.
BEOs in bulk.
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 Rooms and Events Control.
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.
Event Tracking foundation across every entity.
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 board updates.
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.
What shipped.
The weekly report becomes The Sales Readout. Group resumes go bulk. Group Rooms Pace ships. Big month for group sales.
Group resumes in bulk.
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.
Group Rooms Pace.
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.
Group Opportunity form rework.
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.
What shipped.
AI summaries on the Kanban. Calendar gains a Function Space view. Document workflow tightens up.
AI Summary on every Kanban card.
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 by Function Space.
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.
Event Grid conflict tooltip.
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.
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