Knowledge Base: How to Search and How It’s Organized

Knowledge Base: How to Search and How It’s Organized


The Visual Matrix Knowledge Base is designed to help you quickly find answers, training resources, and step-by-step instructions for Visual Matrix products. This article explains how the Knowledge Base is organized and how to search effectively so you can locate the right information faster.

Knowledge Base Location

The Visual Matrix Knowledge Base is available online at:
From the homepage, you can browse categories or use the search tool to locate specific articles.

How the Knowledge Base Is Organized

The Knowledge Base is divided into several main categories to support different products and user groups.








Cloud PMS Users
Browse articles and tutorial videos covering the Cloud version of the Visual Matrix PMS, including:
  1. Dashboard navigation
  2. Tab-specific workflows
  3. Mobile app usage
  4. Mini-POS functionality
Desktop PMS Users
Access a structured site map and detailed guides for the Desktop version of Visual Matrix PMS, including:
  1. Feature breakdowns
  2. Operational workflows
  3. System setup and tools
All PMS Users
Find quick fixes and self-service support articles for common topics such as:
  1. Credit card processing
  2. Email setup
  3. ID scanners
  4. IT troubleshooting
All MOP Users
Explore the Mobile Operating Platform (MOP), including:
  1. Platform overview
  2. Glossary of terms and icons
  3. Logging in and navigation
  4. Integration workflows
Visual Matrix University
Learn how to use Visual Matrix University (Empower U), including:
  1. Course navigation
  2. Training overviews
  3. FAQs and support resources
More About Visual Matrix
Stay informed with company and partner updates, including:
  1. Interface availability
  2. Support resources
  3. Visual Matrix Community and Chat

How Articles Are Sorted

Knowledge Base articles are sorted by Last Modified Date, meaning:
  1. Newly published articles appear first
  2. Recently updated articles rise to the top
  3. Older articles may require scrolling or navigating through multiple pages
Articles are grouped into:
  1. Categories
  2. Sub-categories
  3. Individual articles
Notes
Always check the bottom of the page—some categories contain multiple pages of results.
The fastest way to locate answers is by using the Search Tool.
You can find the search bar:
  1. On the main homepage of help.visualmatrix.com
  2. Inside the Knowledge Base section after selecting a category


How to Search Effectively

When searching, more words does not always mean better results.

Best Practice Tips
  1. Use specific keywords instead of broad phrases
  2. Avoid generic terms like “setup” or “problem”
  3. Search using feature names (example: “Accounting Code”)
Example
Searching for:
  1. Accounting Code → returns broad accounting-related results
  2. TF Accounting Code → provides more precise matches
Using the right keywords helps narrow results faster.


Understanding an Article Page

Each Knowledge Base article includes helpful navigation tools:
Article Path
At the top of the page, you’ll see the category path showing where the article is located within the Knowledge Base.


Article Title and Tools

The article title often indicates whether it applies to:
  1. Cloud PMS
  2. Desktop PMS
  3. MOP
If a video is available, a camera icon appears in the title and a video link will display near the top.
You can also:
  1. Print the article
  2. Save it as a PDF
  3. (using the icons on the right side)


On the right side, some articles include quick links to jump between sections.
This is especially helpful for longer how-to guides.


Notes
Our knowledge base is in constant improvement and updates to better answer any of your expectations! If you cannot find an article, let us know either through the Community or by email at university@visualmatrix.com.

Still Need Help With This Topic?

Ask Yourself:
  1. Am I using keywords that match the feature name in the Knowledge Base?
  2. Can I simplify my search to 1–3 specific terms?
  3. Have I checked the category pages and multiple result pages?
Support May Ask You:
  1. What exact keyword(s) did you search?
  2. Are you looking for Cloud PMS, Desktop PMS, or MOP instructions?
  3. Do you see any filters or categories that apply to your topic?