Custom displays can be used to fine tune what information you most commonly want to see when viewing your search results. Custom displays can be created and edited ahead of time from the settings page of Matrix, or you can create and adjust a custom display in real time while viewing your search results.
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When viewing your search results in Matrix, you’re able to choose from a list of default display options. Each display provides a different layout of the listing information and prioritizes fields based on what information a user most likely wants to see. You are able to create customized displays that best suit your workflow, and in this video, we will explain how to create and manage a custom display.
Start by dropping the utility menu in Matrix. Click settings then go into Custom Displays. Here you will see a list of any custom displays you have created. This field at the top of the list categorizes your displays. The Cross Property list will show displays that you can use when searching for listings. For example, the results of a search for residential listings.
Displays that you add to the Tax Property list will be available when reviewing the results of a public record search. Displays added to the Agent category will become available when viewing the results of an Agent search and displays added to the office category can be used when searching for offices in Matrix.
To the right side you have buttons to add, edit, re-order or delete any displays you create. Click Add to put a new display in the Cross Property list. First give this custom display a name. Then choose the fields or columns that you want to see when reviewing search results. Scroll through the list or use the search bar to find what you want in the available columns. Select an option then click add to move it into the selected columns. Under custom column properties, you can edit the column labels and alignment. Checking Wrap Line on a column will cause the size of the column to grow or shrink in order to fit its contents into the display. Once you’ve finished, click save. You’ll see that your custom display has been added to the list. If you would like to change anything on the display at any point, click edit from this page.
Now that the display has been added, you can select it from the display list when viewing your search results. You can edit the displays you create from the custom display page, but you can also do so from any results page. You’re able to reorganize columns by clicking and dragging them. To change their size, grab the border and shrink or stretch the column. You can customize the properties of a column by clicking in the empty space at the top. You can also insert or remove columns from this menu. For example, I’ll click this “Owner Name” column, then click to Remove Column. To add it back, I’ll open the column properties again, click Insert Column, and find “Owner Name” in the available fields. I’ll select the field, click apply, and it will be added to my display.
Any changes you make on this screen can be saved permanently by clicking the Manage Displays icon, or if you made changes that you want to remove, you can click “Revert unsaved changes.” If you’d like to rename the current display fill in the “Custom Display Name” and then save the change or save a copy of the display with the new name to keep the old one in the list. To remove a display from the list, click “Delete” on the Manage Display menu.
The custom displays that you create from the results page as well as any changes you make here will be transferred to the Custom Displays page.
If you have any questions that weren't covered in this video, you can contact MLS support by emailing [email protected], or by calling 804-422-5004.
