How do I update my Phone Number, Email Address, and Website Information in Matrix?
- In Matrix, click the blue Input tab
- Under the Roster section, click the Edit Existing link.
- The next screen will allow you to enter the Agent Id you want to modify and click the Modify button (or search for the agent if you need to).
- Then click the blue link that says Agent-Agent Form to access the screen with the agent information that can be modified.
- Change Contact Phone Type from office to additional or it will pull the office number from our member database.
- Be sure to click the blue Submit Agent button at the bottom of the screen to save any changes!
*Please note that you should also notify your Board/Association of any changes to your email address*