What's new
in Matrix.

The accounts, opportunities, activities and scheduled reports lists now have checkboxes. Select a page of records and reassign them, move opportunities to a new stage, or clone them into a stage you pick, in one action rather than one record at a time. Deleting in bulk is limited to subscription admins.

The dashboard calendar folds Closed and Definite into one Definite filter, adds a Lost filter that starts switched off, and shows each day's actual pickup against rooms blocked in month view. The week and month views also flag function space double bookings now, which only the function space view did before.

On a group's Events tab, a clash is hard to miss: the alert sits in front of the function space, the clashing row turns red, and the New Event Entry box warns as soon as dates and a function space are picked rather than waiting for times. Closed opportunities count as a clash, the way they already did for guest rooms. History tabs log assignee changes on leads, activities and opportunities, and a stage change made by an automatic rule now says so.

Agent Neo is in open beta, and in September it learned how Matrix itself works. Ask it how to do something in Matrix and it answers from the Matrix Knowledge Base, the same articles published at m1intel.com/help, and tells you which section the answer came from. If nothing in the knowledge base fits the question, it says so rather than guessing. When an article changes, Neo picks up the new version within minutes.

Smaller ones: asking for your own leads when none are assigned to you now returns the property's leads in the same answer, with a line saying none were yours, instead of asking you to rephrase. The message box grows as you type a longer question. And text fields across Matrix, the chat included, have a small help button that walks you through turning on your computer's built-in dictation, for anyone who'd rather talk than type.

Side panels stay open when you change a dashboard filter, switch a tab, or move between steps on the property, portfolio and user pages, and a copied dashboard link keeps the scope you were looking at. The AI chat and New buttons work on every CRM page, including the nine where they did nothing. Sent emails open in the read-only email view from notifications, global search, the Sales Readout and Account Production. Cancelling a signature request no longer drops the opportunity back to Prospect.

The Sales Readout counts a client meeting in the week it was held, not the week someone marked it complete, and the scheduled Sales Readout email shows the right summary figures. Bulk BEO and Bulk Group Resume include groups already in house when the range starts, show only the selected dates, and close once the send is queued. Scheduled report times show time zones properly. Leads from email-ingested sources no longer duplicate when a follow-up email arrives about the same request, document generation no longer fails on event spaces with no start time, and the warning email before an inactive user is deactivated goes out reliably. Activity emails no longer carry third-party tracking pixels or rewritten links. GRE Control's function space sort, totals and filter-after-export were fixed, and Agent Neo stopped erroring on variance questions.

A portfolio whose properties are all inactive now goes inactive itself and drops out of the scope picker.

There's a bell in the header now, with an unread indicator and a flyout listing your notifications newest first. Each one carries a timestamp, a short summary, and a link straight to the record it is about. Filter to unread, mark one read, or clear the read ones in a single action. Read notifications sweep themselves out after 30 days and unread ones stay however old they get. No email goes out for any of this, which is the point: the reminder lives where the work does.

Four things notify you so far, and all four are the kind of thing that quietly stalls a deal. A signed document waiting on your countersignature. A document you sent for signature that nobody has signed. A document you sent that nobody has opened. And an email that has gone unanswered, whether you sent it or received it.

Converting a lead now closes the lead and carries its activities onto the new opportunity. The account flyout's Contacts tab stopped erroring and stopped running its data off the edge of the page. An open flyout survives a browser reconnect, and so does the property and timezone you had selected on the scheduled report form. Patching a record from a flyout no longer drops the lead you were editing.

Multi-month date presets return exactly the months they name and leave out the month in progress. The users list stopped repeating rows across pages. Group-type opportunities can no longer pick up LNR pipeline stages like Rate Renewal. The Sales Readout survives a browser print with its text and columns intact. A Property User can delete an individual activity. Stage change to definite dates read in blue, discovered-contact search picked up quick filters by title and shows surnames in the results, and logos in Matrix emails render at their intended size across mail clients.

Group Rooms Pace also got faster, by not loading event data it never shows.

Agent Neo is still in open beta, and July was mostly about it knowing more about what is actually happening on property. Ask for a recap and it surfaces in-house, arriving, and departing groups, and calls out the properties with no activity logged at all. After 4pm your local time the prompting chips switch from a morning game plan to today's recap. Answers are shaped by the position on your user record, so a director of sales and a GM asking the same question get it framed differently.

Smaller ones: the chips stay put while you scroll, every answer has a copy button, the default opportunity lookback went out to three years, group pace answers show actual pickup next to rooms blocked, and the stage filters now agree with what the report table shows.

Agent Neo is still in open beta, and it got more useful in June. Paste or attach a file straight into the chat instead of describing what is in it. A thinking indicator shows the work in progress rather than leaving you on a blank screen. Two new tools landed: one answers group pace questions, and one handles account questions like which accounts have gone quiet.

Email activities can be scheduled to go out later, with the send timezone shown, so a 7am send means 7am where the planner is. The notes editor picked up color and alignment controls, automatic linking on pasted URLs, and a panel you can resize. Documents preview in place instead of downloading.

On the fix side: a converted lead is now marked converted, the group board survives a scope change mid-load, Sales Readout portfolio filters sort and show every portfolio, and the Guestrooms date range stat box reports the right number.

Document templates that used to live per-property now centralize at the subscription level. Update the BEO header once; every property inherits. Property-specific overrides still possible where the brand standard requires it.

Deposit schedules now support multiple stages: 25% + 50% + balance, or whatever your contract says. Reminders fire on the Activity Log when a deposit is due, no more chasing dates from a calendar tab.

Every lead now carries a response-time field: first-activity-logged minus lead-arrival timestamp. Matrix surfaces leads aging past your team's response SLA on the leads list, and reports response-time medians on the Sales Readout. Plus: AI Summary on the Kanban card got a structural rework: clearer sections, faster generation.

Activity emails now route through a deliverability-tightened path: spam-trigger heuristics blocked at send, undeliverable addresses surfaced in the activity flyout instead of failing silently. When a contact replies to a Rate Load Request or a signature email, the reply lands with the sender on your team, not in a generic shared mailbox.