Agent changes are published to the POE sub queue of the member's primary and secondary local and state associations. NOTE: Adding agents, for which you are the POE, should be performed via the GrowthZone software.
How records are processed is dependent on whether you are the POE:
-
You are the POE and the agent record exists in GrowthZone
- This will be processed as a change. All changed values will be updated in GrowthZone. NOTE: For items such as addresses, phone number, etc. GrowthZone will not overwrite existing records. These will be appended to the agent's record.
-
You are the POE and the record does not exists in GrowthZone
- This will be processed as an Add. GrowthZone will create a new record for the agent.
-
You are NOT the POE and the agent record exists in GrowthZone
- This will be processed as a change, and GrowthZone will update all applicable information. NOTE: For items such as addresses, phone number, etc. GrowthZone will not over-write existing records. These will be appended to the agent's record.
- One key update would be if the POE field has changed. Either the AOR becomes the POE, or is no longer the POE. If you are no longer the POE, and the agent is Active, M1 will create secondary member record and GrowthZone will process via the sub queue. Sync with M1 will be disabled.
-
You are NOT the POE and the agent record does not exist in GrowthZone
- If the agent status is active, this will be processed as an add.
The table below describes the fields that will updated for agents via sub queue processing.
| FIELD NAME |
| M1 ID |
| LAST NAME |
| FIRST NAME |
| MIDDLE |
| SUFFIX |
| COMMON NAME |
| PREFIX |
| MEMBER SALUTATION |
| GENDER |
| HOME STREET ADDRESS (ADDRESS 1, ADDRESS 2, CITY, STATE, ZIP CODE, ZIP CODE + 6. NOTE: This will become a new address if it does not exist in GrowthZone. GrowthZone will not overwrite existing addresses. |
|
MAILING ADDRESS (ADRESS 1, ADDRESS 2, CITY, STATE, ZIP CODE, ZIP CODE +6. NOTE: This will become a new address if it does not exist in GrowthZone. GrowthZone will not overwrite existing addresses. |
| PREFERRED MAIL |
| PREFERRED PUBLICATION |
|
HOME PHONE (AREA CODE + PHONE NUMBER). NOTE: This will become a new phone number if it does not exist in GrowthZone. GrowthZone will not overwrite existing phone numbers. |
|
FAX (AREA CODE + PHONE). NOTE: This will become a new fax number if it does not exist in GrowthZone. GrowthZone will not overwrite existing fax numbers. |
|
CELL PHONE (AREA CODE + PHONE). NOTE: This will become a new phone number if it does not exist in GrowthZone. GrowthZone will not overwrite existing phone numbers. |
| M1 OFFICE ID |
| AGENT TYPE |
| JOINED DATE |
| MEMBER ORIENTATION DATE |
| MEMBER STATUS |
| MEMBER STATUS DATE |
| PREVIOUS NON MEMBER FLAG |
| DUES WAIVED LOCAL FLAG |
| DUES WAIVED STATE FLAG |
| DUES WAIVED NATIONAL FLAG |
|
LICENSE NOTE: This will become a new license if it does not exist in GrowthZone. GrowthZone will not overwrite existing data. |
| MEMBER BIRTH DATE |
| MEMBER LOCAL JOINED DATE |
| STOP MAIL FLAG |
| JUNK MAIL FLAG |
| ON ROSTER FLAG |
| MEMBER ONLINE STATUS |
| MEMBER ONLINE STATUS DATE |
| MEMBER PRIMARY STATE ASSOCIATION ID |
| DESIGNATIONS: IF THE FOLLOWING ARE SET TO Y, THESE DESIGNATIONS WILL BE POPULATED ON THE REAL ESTATE TAB: GRI, ABR, ABRM, ALC, ARM, CCIM, CIPS, CPM, CRB, CRE, CRS, GAA, PMS, RAA, RCE, TBD1, SIOR, SRES, GREEN |
| PRIMARY FIELD OF BUSINESS |
| SECONDARY FIELD OF BUSINESS1 |
| SECONDARY FIELD OF BUSINESS2 |
| SECONDARY FIELD OF BUSINESS3 |
| MEMBER OCCUPATION NAME |
| POINT OF ENTRY (POE ID) |
|
AGENT WEB PAGE NOTE: This will become a new web page if it does not exist in GrowthZone. GrowthZone will not overwrite existing web pages. |
|
M1 EMAIL NOTE: This will become a new email address if it does not exist in GrowthZone. GrowthZone will not overwrite existing email addresses. |
| AGENT MLS ASSOCIATION ID |
| MLS ID |
| MEMBER ARBITRATION ETHICS PENDING |
| STOP FAX FLAG |
| MEMBER REINSTATEMENT CODE |
| MEMBER REINSTATEMENT DATE |
| MEMBER NATIONAL DUES PAID DATE |
| MEMBER STATE DUES PAID DATE |
| MEMBER SUBCLASS |
| MEMBER PREFERRED PHONE |
| STOP EMAIL FLAG |