Contact Profile - Work with the What’s Next Pod

To view the Contact Information Pod, from the Menu Bar, move your mouse over the Lists menu and select Contacts.  On the Contact list page, each contact's name is hyperlinked to its profile page. After clicking on a contact's name within Matrix, it will load the Contact Profile for that particular contact. Displayed in the center of the Contact Profile page is the What's Next Pod. 

In this Pod the contact’s incomplete activities are listed, ascending by due date (The oldest activities appear at the top of the list.).  In this pod you can add and edit existing activities. You can also quickly complete and delete activities using the options to the right of each activity.

Add an Activity

  1. Click the Add Activity button.The Add an Activity dialog box displays.
  2. Complete the Activity Type, Subject, Date, and Status fields, which are required (denoted by a red star) as well as any optional fields that you know.  Note: It is recommended that you do not use the Email type. This is reserved for capturing emails from your email application in to an activity in Matrix.
  3. Finally choose to Save the activity or Save & Add Another as a way to schedule a next action in order to always stay on top of your business.


Edit an Activity

  1. In the What’s Next pod, click the subject of the activity. (The subject will appear blue text.)The Edit the Activity dialog box displays.
  2. Make updates as necessary, and then click the Save button.

Complete an Activity

To complete an activity, click the Complete button located on the right side of the activity. A message appears, confirming your action.

Delete an Activity

To delete an activity, click the Delete button located on the right side of the activity. A message appears, confirming your action.


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