Matrix Support

Display a Contact

There are multiple ways to search for a contact within Matrix. Two of the more common methods are:

Search for Contact

You can use the magnifying glass located in the Menu Bar to search for a contact. The system will begin looking for a match after you type at least two characters which you can then click on his/her name in order to see their Contact Profile.


Use the Contact List

The Contact List contains all of the contacts that you have worked with. Each contact is hyper-linked to its’ profile page and a handy search box exists in order to help you locate someone quickly.

From the Menu Bar, move your mouse over the Lists menu, and then select Contacts. This will display a list of contacts from within the system.

To download your List to Excel, select the Export icon in the upper right hand corner of the page. In Excel, you are able to print the list and do other functions native to that application.


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