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Search Questions

Search Criteria

Q: How do I enter a range for a number, such as date or price?

For any field where you need to enter a number (such as street number, number of bedrooms, etc.) or a date (list date, close date, etc.), use the following format:

All Values Within a Range: Type in the minimum, then a hyphen, then the maximum. For example, if you want all listings with a street number from 1000 to 1500, you would enter 1000-1500 in the Street Number field. To get all listings that went on market in February, you would type 3/1/13-3/29/13 in the date field to the right of the Active Status. Alternately, for dates you can use the calendar control which will enter the dates for you.

All Values Equal To or Greater Than: Type the starting value followed by a plus sign. For example, if you want all listings with three or more bedrooms, type 3+ in the Bedrooms field. If you want all listings that have gone on market since the first of the year, you would type 1/1/13+ in the field next to Active Status.

All Values Less Than or Equal To: Type the starting value followed by a minus sign. For example, if you want all listings selling for less than $200,001, type 200000- in the List Price field (no dollar sign or comma).

Thousands check box: Note that some fields, notably price, may have a check box followed by (000). This enables you to enter full thousands and omit typing the 000 every time.

Q: How do I set my own default search criteria?

When you first open one of the standard Matrix searches notice that the default selection is Active. You can set your own default search criteria according to how you usually search. For example, let's say you usually search for Active A-Frame houses in the 1, 2, 3 and 4 areas. 

  1. Ensure that "Active" is selected in the Status box. Click in the Area box and type "1" on your keyboard. Holding down the "Ctrl" key on your keyboard, click Areas 2, 3 and 4. In the Style box, click to select "A-Frame."
  2. To save your new default settings, click on the  image on the top right of the search screen next to the "per page" settings. Three options will appear. Click on the first one: "Set currently selected search criteria as my starting default".
  3. Every time you return to this search, your default criteria will be preselected for you so that you don't have to redo this each time. Note that you must set your default criteria for each different search you use.
  4. If you occasionally need to do something different than your default, simply make the criteria changes on the screen for this search session.
  5. To remove all criteria, including the original system default criteria,  click the  broom "Clear" button on the bottom left of the page in the shaded grey bar to start fresh.
  6. The original system defaults are available to you as the third option under the icon: "Reset to the system defaults".

 Q: Where is the "ALL" selection for list boxes?

List boxes do not have an "ALL" selection. If you want all values in a list box for your search, leave them all unselected. Matrix assumes you want all values in your search, unless you specifically click to select certain values (thereby excluding those not selected).

For example, if you do not make a selection for Status, Matrix will return all statuses in your search. If you click to highlight "Active" but leave all other statuses unhighlighted, Matrix will only return Active listings.

If you have already selected a value but really want "ALL", then hold down the Ctrl key and click on the selected value to deselect it.

When ALL items are selected, the background of the select box will be white. If one or more items are selected, the background is light blue.

Saving a Search

Q: How do I save my search?

You may easily save any search you run on Matrix. At any time after saving a search, you may run the full search, run a time stamped search, or revise the criteria. You may also assign the search to one of your Contacts.

    1. After running your search, scroll to the bottom of your search results, click the "Save" button, then click "New Saved Search" from the blue bar.
    2. Type in a name for your search.
    3. If you want to assign this search to one of your Contacts, click the drop down box "Contact" and select one of your Contacts. If this drop down box is empty, you do not have any contacts and need to click "Create a New Contact". 
    4. To complete the save, click the "Save" button.

Q: How do I access my saved searches?

    1. To access your saved search, click the "My Matrix" tab, then click "Saved Searches"
    2. On this page, you will find all your saved searches. The display for each search includes the name, any description you entered, the contact name it's assigned to (if any), and the date and time you last ran the search.
    3. Click the "subject" line of the search to access more options for the Saved Search.
    4. Settings: Click the "Settings" button to change the settings for the search (search name, contact, enable as favorite).
    5. Revise: Click the "Criteria" button to revise the search criteria.
    6. Results: Click the "Results" button to rerun the search and retrieve all matching listings.
    7. Date Since: Click the "Date Since" button to see all new or changed listings that match your criteria since the last time you ran the search. This will update the time stamp to the date and time that you clicked "Date Since."
    8. Market Update: Click the "Market Update" button to see either the updated listings since the last run, or by specifying a specific date range.
    9. Delete Search: To delete one or more searches, either click the "Delete" button on the gray bar, or click the select check box next to the search(es) and then click the "X Delete" button on the bottom left of the page.

Q: How do I extend my saved searches?

Searches are automatically extended depending on the amount of times the search is used or clicked on. If the search is dormant or not used for 80 days, the search will be inactivated.

Search Results

Q: What are the maximum number of results I can get with a search?

Matrix will return up to a maximum of 5000 sortable results. Auto Emails will include up to 250 results.

Q: How do I get a count of my search results before I execute the search?

Matrix will automatically display the listings count (matches) next to the "Results" button based on your current search criteria.

Q: How do I change the number of search results that are displayed per page?

 At the upper right of your search screen (in the shaded gray bar), there is a drop down box.


Click the down arrow next to the box to select 10, 25, or 50. This will determine how many listings are displayed per page on your search results. Matrix will remember your selection each time you return to the search until you change it.

Q: How do I select all of my search results?

To select all search results on a page, click to place a check mark in the check box in the gray shaded column header (upper left of the screen) or click the "Page" link at the top of the page. If you have multi-page search results and want to select them all, click the "All" link at the top of the page.

To remove your entire selection, click the "None" link.

Q: How do I sort my search results?

If your search returns 5000 or fewer listings, Matrix automatically sorts the results by Property Type, then Status, then Area, then List Price, all in ascending order. If you want a different sort, you may do a custom sort. If you have more than 5000 listings, the custom sort option is not available.

  1. Click the "Refine" button at the bottom of the page.  Then click the Sort button  (if the Sort button is not there, you have more than the maximum 5000 search results).
  2. The custom sort options will pop up in a new field selection window.
  3. For each field you want to add to your sort, click to highlight the field in the "Available Fields" box. Click the "Add->" button to move the field to the "Sort Fields" box (or simply double click to move it over).
  4. The field will be in ascending sort order. To switch to descending order, simply double-click it.
  5. Results will sort in order of your fields from top to bottom. To rearrange the order of your selections, highlight a field you want to move, and click the "Up" or "Down" button.
  6. To remove a field from your selections, click to highlight it and click the "<-Remove" button.
  7. When you have all the fields you want, click the "OK" button. This will return you to your search results sorted as you requested.

NOTE: Saving a search modified in this way applies the sort to that search only. The next time you run a new search, Matrix will revert to the default sort. If you want to use the same sort, you will need to recreate it for each search.

Q: How do I narrow or discard my search results?

At the bottom of your search results screen, click the "Refine" button.  You will find  "Narrow" and "Discard" buttons in the blue bar. You can use these to help refine your search results.

Narrow: As you go through your search results, there may be only certain ones you want to keep. Click the check box next to each listing you want to keep. Click the "Narrow" button. This will remove all listings from your search results that you did not check, so that you can more easily focus on the listings that interest you. In other words, you "narrowed" your search results.

Discard: This works the opposite of "Narrow." Click to select any listings that you want to remove from your search results. Click the "Discard" button. The listings you selected will be dropped from your search. After using the "Discard" button, a new button will appear labeled "Un-Discard." You may click this button to return your discarded listings to your results.

Q: How do I map my search results?

With Matrix, you can plot more than one listing on a single map!

  1. On your search results page, click the select box next to each listing that you want to plot together on a map.
  2. Click the "Map" button at the top right of the page.
  3. Your selected properties are all plotted together on one, interactive map.
  4. Click the "Directions" button at the bottom of the page.  You will see the white space next to the map populate with a mini view of the properties you wish to visit.
    Mousing over each property highlights it in blue and allows you to adjust the order of the properties by clicking the up/down arrows at the right of the property image.  You will see the pins on the map update with the appropriate number.
  5. Click the "Add Start" button to input your starting point for driving directions. Enter a name for this way point, enter the starting address and click "Find Stop".  The map will update with your starting pin.
  6. Click the "Add Stop" button if you would like to add additional pins that can be inserted anywhere into the order by using the up/down arrows at the left of the address.
  7. Once you have finalized the travel itinerary, click the "Directions" button below the map.  Scroll down to find the Turn-by-Turn Directions at the bottom of the page.

Note: You can email or print those directions using the appropriate buttons on the bar below the map.

Q: How do I get Driving Directions?


Other Search Questions

Q: What are the Question Mark icons next to each field?

Next to each search field is a gray circle with a question mark. Click on any of these to get an explanation of that field. Also, you may move your cursor over the to get "Tooltip" help.

Q: What is Cross Property Search?

You may use the Cross Property search to search across all six property types. This is especially helpful when you have an address or an MLS® number but do not know which property type it is in.

Q: How do I access "Recent Searches?"

If you run a saved search, it will immediately be listed in the Recent search pick list (image 1 below).  If you were to click the Criteria button, alter the search, and run those results, the modified Search will appear above the Saved Search at the top of your Recent Searches (image 2 below).

Below are screen shots of how the Recent Searches work:

You can run a saved search and viewed the results by using the Recent Search menu (image 1):


Once you  hit the Criteria button, changed the price range, and viewed the results grid, You have the modified search listed above the Saved Search in Recent Searches (image 2):