Migrating Clients from Tempo 5/Fusion to Matrix
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- Kathryn Morton
- 7 years ago
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1 With advanced mapping tools and a modern look-and-feel, the Client Portal is a consumer-friendly product that can enhance your client s home search process. For your convenience, most of your Clients and Saved Searches from Tempo 5/Fusion have been pulled over into. You ll notice that the Client Searches in are not activated; this allows you to determine if and when you migrate clients to the Portal. TIP: If your client will be closing their transaction soon, you may not want to create a new Portal in. In that case, don t make any changes to the client in either system and they can continue to use the Tempo 5/Fusion Client Gateway. STEP ONE: REVIEW CONTACTS & SEARCHES IN MATRIX Review your Contacts and Searches in to confirm that the information was migrated accurately and completely from Tempo 5/Fusion. To ensure a proper conversion, contacts in Tempo 5/Fusion must contain a first name, last name and address. Run the Saved Search in Tempo 5/Fusion and to verify the search criteria and results are the same. Most of your current Clients and Saved Searches have been pulled over into. The Client Searches have not been made Active in so your client does not receive double s. MLSOK Page 1
2 TIP: Run the Saved Search in Tempo 5/Fusion and to verify the search results are the same. STEP TWO: DEACTIVATE TEMPO 5 CLIENT GATEWAY AUTO- NOTIFICATIONS Note: To avoid duplicate notifications, you must deactivate auto-notifications in Tempo 5/Fusion before activating auto- s in. You will only need to deactivate autonotifications in ONE of the legacy systems. If you use Tempo 5 follow the steps below. However, if you use Fusion, continue to Step Three. 1. Start by logging into Tempo Hover mouse over Prospects and select Prospect Manager. MLSOK Page 2
3 3. The full list of Active Prospects will display on the screen. 4. Place check mark in the box at the upper left corner. Then Click Search and Notification settings at the bottom of the page. MLSOK Page 3
4 5. Select No and click Save at the bottom. Then click Save. MLSOK Page 4
5 STEP THREE: DEACTIVATE FUSION CONTACT WEBSITE AUTO- NOTIFICATIONS Note: To avoid duplicate notifications, you must deactivate auto-notifications in Tempo 5/Fusion before activating auto- s in. You will only need to deactivate autonotifications in ONE of the legacy systems. If you have already deactivated autonotification in Tempo 5, continue to Step Four. Otherwise, follow the steps below to deactivate auto-notifications in Fusion. 1. Logon to Fusion using your login credentials. MLSOK Page 5
6 2. Select the contact you want to deactivate auto-notifications for and notice the Split Screen. MLSOK Page 6
7 3. Click Search Settings MLSOK Page 7
8 4. Uncheck Turn on auto-notification for the search. Then click Save MLSOK Page 8
9 STEP THREE: ACTIVATE THE PORTAL Before you begin: remember, first impressions are critical! Before you activate auto- s and provide clients with access to the Portal, take a few minutes to personalize your Portal with a custom header/footer, home page message and contact information. Visit the My tab to set up your custom preferences. Your Saved Searches from Tempo 5/Fusion will display in and be attached to your client. Each Saved Search Auto-Notification will need to be made Active on a search-bysearch basis. Imported in parenthesis indicates that the search was pulled from Tempo 5/Fusion. If a Saved Search pulled from Tempo 5/Fusion has an asterisk (*) next to Imported the Saved Search did not pull over for any number of reasons. If that is the case you will want to recreate the search in. MLSOK Page 9
10 1. Start by logging into. Then click My then Saved Searches 2. Click on the name of the Saved Search. MLSOK Page 10
11 3. Click the Settings tab. MLSOK Page 11
12 4. Verify the Contacts Name in which the Saved Search is associated. Click Turn this Saved Search into an Auto The Recipients will default to the Contact s Information you just attached to. If you wish to change this, click the drop-down menu and select a different contact. MLSOK Page 12
13 6. Write a subject line message to your client with information about the new Portal format they will now be using to view properties. (NOTE: A subject line is required to setup the ). 7. You may also select the options to enable the Concierge Mode or save the search as a Favorite to display your Home Page. Concierge mode allows you to pre-approve listings before they are sent to a client. 8. Schedule the frequency for your Client s notifications. 9. Then Click Save; Go to Approvals. MLSOK Page 13
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