Knowledge Base: How to Search, How is it Organized

Knowledge Base: How to Search, How is it Organized


Welcome to the Visual Matrix Knowledge Base

The Knowledge Base is organized in different categories:
- For Cloud PMS Users: Explore the dashboard and every tab found within the cloud version of the Visual Matrix PMS through how-to articles and tutorial videos. Our mobile app and mini-POS included.
- For Desktop PMS Users: Explore a site map for quick reference as well as all the sections and functionality of our desktop version of the Visual Matrix PMS.
- For All PMS Users: Save time with these tips, quick fixes and do-it-yourself instructions for credit cards, email, ID scanners, and IT issues.
- For All MOP Users: Explore our Mobile Operating Platform, including an overview, glossary of terms, icons, logging in, using the app, and integration. Videos in Español also included.
- Visual Matrix University: All you need to know to start using our online training site Empower U can be found here, including a helpful overview, course list, and FAQs.
- More About Visual Matrix: Read the latest news about our company, our partners, and available interfaces, as well as our growing support resources, including Chat and the VM Community.



How the articles are organized and sorted

The knowledge base articles are sorted by modified date. This means that any new articles or newly modified articles will always come first. But there are a lot of other articles, you may need to scroll down.
Gradually, the articles are organized by categories, and sub-categories, and then the articles. Make sure you look at the bottom, there might be multiple pages.



Navigate from within the article

1. At the top, the path where the article is located in the Knowledge Base.



2. The article itself. The name will indicates if the article is for the Cloud or the Desktop PMS version. If a video is available, a video camera will show at the end of the title and a link will display at the top of the article.
You can print the article or save it as a PDF by using the icons on the right side.



3. On the right, quicklinks to navigate in the different sections of the article itself, if any.


Search Tool - Tips and Tricks

You will find a search field on the main page of help.visualmatrix.com (1) or after clicking on the Knowledge Base (2).



Sometimes, we think that the more information we type, the more we narrow down the result but that's not always the case.
When there are a lot of articles, like within our knowledge base, you have to be careful with some generic words.
Below is an example where we are searching the word Accounting Code and then again with TF. Both are about an accounting code, but the second search is much more precise.



Using Article Tags to Find Related Articles

Upon opening the chosen article, observe the right side of the page where tags are displayed. Utilize the tags to refine your search further by selecting a specific tag relevant to your query.



Once you select a tag, a list of associated articles that share the same tag will be presented, aiding in your exploration of related content. Explore the section of the Knowledge Base where the selected article is located to gain deeper insights into the topic and access additional related articles.



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.

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