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Contacts Report Use Case: View a list of active agents who are not set to sync with M1

Updated

Mistakes happen- let's run a report to see if any of our active agents are not set to sync to M1.

 

Using the Contacts Report, set up the following criteria:

  • Contact Type: Agent
  • Contact Status: Active
  • Additional Criteria/Filters: Sync with NRDS Equals No
  • Fields to Display: add Sync to NRDS
screenshot
The Contacts Report showing our chosen criteria

Click Run Report.

screenshot
The report results showing a list of active agents that are not being synced to M1.