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Software access restored for all users
Posted by The Mindmatrix Team on 10 December 2018 04:24 PM

Software access is now normalized for all users.


If you experience any trouble accessing your account, please email our team at

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Connectwise CRM - Scheduled maintenance
Posted by The Mindmatrix Team on 07 November 2018 09:31 AM

This is an important notice for all users with active Connectwise CRM integrations with Mindmatrix.

Due to a recent issue with multiple activities being pushed from Mindmatrix AMP to Connectwise CRM, we have taken the extraordinary step of pausing all Connectwise CRM integrations.

This means that until a hot fix is released, you will not be able to automatically push or pull contacts, leads or opportunities between Connectwise and Mindmatrix.

We are working to release an update to this issue by 11/8/18. Once this is fix is released, Connectwise CRM integrations will become active again.




Client Services


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Main navigation menu updates scheduled for the week of November 11, 2018
Posted by The Mindmatrix Team on 05 November 2018 12:46 PM

In just a little under a week, we'll be releasing an update to bring all instances of Mindmatrix in line with the standard menu options available in Mindmatrix.

For users accustomed to our older navigation which uses a left-aligned main menu, this update includes important changes:


Visual and Organizational changes

1. The background color of the main menu will be white, instead of black.

2. The logo used on your main instance's login page for Mindmatrix will appear on the left hand corner of the screen.

3. Any branding colors from your company's profile section in Mindmatrix will appear upon mouseover of menu text.

4. Some menu items will be re-named and re-organized.  For example, the Assets and Management sections will be updated.

5. The access to the User and Company Profile sections will be updated.

6. Access to plugins, apps or extensions has been relocated.


Here is a preview of the top navigation appearance:


Menu navigation FAQs


1. How do I change the mouseover color option in the main menu?

 This color will be automatically pulled from colors you set in your Company Profile section under "Company Color 1".

To change this color from a previous setting, you will need to Navigate to your Company profile section after the release. 

1. Click on the User icon or your user profile image in the top right corner of the screen.

2. Click on the edit icon to the right most side of your Company name.

This is the Company profile section.

3. Now, navigate to Color 1 in this section and update the color shown here. Upon saving, this will update the mouseover colors and CTA buttons (Switch User, Switch Company, etc... ) in the main menu.


What changes can I expect to the User profile , organization profile, or company profile sections?

 These sections will now be accessible from the top-right corner of the main menu. If you uploaded a profile pic to your account, you will notice this photo is now visible in this section. Otherwise, you will see a "person" icon. Clicking on this opens access to the User profile, Organization profile, or Company profile sections.



This section now also contains download links to the Gmail, Outlook or Mobile apps if your instance of Mindmatrix supports this access.

Based on permission levels, you may also:

1. Search for assets

2. Switch to a different user account

3. Switch to a different company account

4. Logout

5. View announcements

6. View your engagement level with Mindmatrix software


Are menu sections reorganized?

Yes, certain menu sections have been reorganized or renamed. For example, the Assets section now has a Non-Personalized documents and Personalized section.


If you work with a team of users who previously used the older version of our navigation, we recommend you notify these users to let them know this change is scheduled.

If you have any additional questions regarding these changes, please email our team at




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Updates to our modal editors are coming soon
Posted by The Mindmatrix Team on 24 September 2018 11:29 AM



Over the past few months, we've been capturing feedback from our clients on the user experience of working with modal windows in Mindmatrix.

The addition of modal windows was an important product design shift in August of 2015 in order to improve the performance of Mindmatrix on mobile devices and allow ease of access to menu options regardless of where a client opened a feature in Mindmatrix.

Some of the feedback we've captured has exposed where clients feel modal windows have been useful and where clients feel they have been lacking. The releases coming in the next few weeks are designed to address client concerns and improve how Mindmatrix works for all users.



More Save and Close buttons:

The biggest challenge clients have shared is that saving and closing a window can be a confusing and  sluggish experience. This is for a few reasons: often, users must scroll large spans of screen space to find the save or close button or users find it difficult to remember where the save or close button is located.

Today, we place our Save and Close buttons at just the top or bottom of the modal window depending upon the activity.

In the coming release, our Save and Close buttons will be available at both the top and the bottom of our modal windows. We hope this small change will improve the overall user experience and remove the need for users to scroll large spans of the screen in order to complete an activity.

This will save users time and will make the modal window easier to use whether you are working on a contact info page or closing an editor.

Here's a side by side comparison of this change:

Original modal window design: Modal window design with additional save & close buttons:
Before image


Grouped Actions and Views:

The view menu was introduced in order to allow users to complete activities quickly without hunting through other areas of the product. With the Views menu, you can quickly toggle to complete different actions while working on a contact or template. With the vast number of options available in Mindmatrix, this consolidated button eventually posed a problem for our more advanced users: how do you quickly identify the action you would like to take next without making a selection from a very long list? What happens if this list takes up too much screen real estate?

To solve this issue, we're going to divide and conquer: from now on, you will be able to find activities under two headings, Actions and Views.

Original views design: Design with Actions and Views menu options:

This will allow you to quickly select an option without scrolling through a long list.

Cleaner, simpler step process menus

We've also received feedback that some of the step process menus are difficult to follow. Throughout the product, you'll see other changes to make step process actions more pronounced and easier to find. This will include spelled-out actions and icons designed to highlight what you should do next.

Keep an eye out for this release in October 2018!




Client Services




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Issue with tasks in Mindmatrix resolved
Posted by The Mindmatrix Team on 18 July 2018 03:52 PM
To all customers:
Thank you for your patience. The issue effecting tasks in Mindmatrix is now resolved.


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