M1 Intel

Changelog

What's new
in Matrix.

Monthly digest. Pipeline, reports, integrations, workflow, platform: what shipped each month and why it matters.

  1. 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.

    • Currency and date format follow the property.

      A portfolio with a property outside the US was doing the conversion in someone's head. Each property now carries a default currency and date format, and every opportunity carries its own currency from the property it belongs to. Generated contracts print money and dates the way the client on the other side of them reads them, and you pick the date format at generation time.

      The reporting side moved with it. Single-deal views show the currency the deal was written in, dashboard rollups and the Group Rooms Pace report handle mixed-currency totals by converting rather than adding unlike numbers together, and the pace chart's revenue axis stopped labelling everything in dollars.

    • Deactivating a property now removes it everywhere.

      Turning a property off used to be half a switch. The property left the header, but its leads still appeared in the leads list, its deals still counted toward dashboard stats, and its records still came back in search. July closed that across the app: lists, boards, pickers, the dashboard calendar, activity streams and exports, account and contact totals, stat boxes, bulk BEO and group resume jobs, and Agent Neo all stop at active properties.

      Global search deletes those records rather than filtering them at read time, and reindexes when a property is switched back on, so reactivating a property brings its history back with it.

    • A security upgrade to the way you sign in.

      Matrix authentication now runs on a dedicated identity platform purpose-built for secure sign-in. Signing in looks the way it always did. The account layer underneath it is new.

      What you'll actually see: signing up and changing the email on an account both confirm with a one-time code sent to that address, so an account can't be walked over to a different inbox by whoever happens to be logged in at the time. Password creation and reset run through the same system, and the signup and set-password screens show password strength while you type instead of rejecting the password after you submit it. Users who sign in through an outside identity provider can no longer change their email inside Matrix, which keeps that record where it is actually managed.

      The old sign-in stack was retired in the same month rather than left running beside the new one. One door into Matrix, not two.

  2. 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.

    • Every property runs on its own clock.

      A report that says a lead arrived at 11pm is wrong if the property sits three timezones from the server. Properties now capture their timezone from Google Places, and subscriptions carry a default for the ones that do not. Reports, automatic activity dates, imports, and scheduled jobs all read the property clock. Existing properties were backfilled, so this applies to the history already in Matrix, not just what lands next.

  3. What shipped.

    The weekly report becomes The Sales Readout. Group resumes go bulk. Group Rooms Pace ships. Big month for group sales.

    • Property-level taxes and fees.

      Configure taxes and fees per property, flat dollars or percentage. The numbers flow to BEOs and quotes without per-document overrides. Change the rate in property settings; every document downstream picks it up.

  4. What shipped.

    AI summaries on the Kanban. Calendar gains a Function Space view. Document workflow tightens up.

    • Soft archive for rooms and rate tiers.

      Add and archive room types and rate tiers without losing historical bookings. Properties evolve; the inventory list should evolve with them, without breaking next year's pace report.

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