Add Office Additional Information

Additional information may be tracked for a M1 office through your GrowthZone software, and synched to M2. This information is NOT required by the GrowthZone software however your board may require this information.

Step-by-Step Instructions

1. For the desired office, click the Real Estate tab.

2. Click the icon in the Additional Information section. The M1 Office Additional Information screen will be displayed.

   

1. Enter the following (if you are uncertain about the use of these fields refer to M1 documentation):
   • Parent Company M1 ID: Required for franchise offices. Used if this office location is affiliated with a parent company. For a franchise (child) office this field is what allows the office to benefit from the parent company's license — if it is left blank the office will generate entries in the error log. Parent ID must be a valid 9-digit Office ID in M1 database. The system will check that any IDs in this field are valid Office IDs and are Active in M1. M1 will reject any office records that contain an Office ID in any of these fields that is the same as the Office ID of the office record itself. You cannot self-reference the Office record’s Office ID in these fields.
     [INSERT SCREENSHOT from ticket #1615504 — the office's Real Estate tab with the M1 Additional Information modal open, purple dashed arrow tracing from the Additional Information edit control up to the Parent Company M1 ID field in the top-left of the modal. 1815 x 1170.]
   • District: This is used for associations to track geographic or political districts.
   • Main Office ID: If this office location is a branch office, use this field to enter the Main Office’s unique 9-digit M1 ID. The main office must be a valid Office ID in the M1 Database. The system will check that any IDs in this field are valid Office IDs and are Active in M1. M1 will reject any office records that contain an Office ID in any of these fields that is the same as the Office ID of the office record itself. You cannot self-reference the Office record’s Office ID in these fields.
   • Branch: This field is used to identify the branch type. Select from: Branch Office, Main Office, Single Office.
   • Billing Office ID: Use this field to track the office ID of the billing office. This ID must be a valid 9-digit M1 ID in the M1 database. The system will check that any IDs in this field are valid Office IDs and are Active in M1. M1 will reject any office records that contain an Office ID in any of these fields that is the same as the Office ID of the office record itself. You cannot self-reference the Office record’s Office ID in these fields.
   • Office Contact Unlicensed: If the office is un-licensed, enter the office contact name if they are not a member.
   • On Roster: Select Yes if office should be on roster; No if they should not.
   • Franchise ID: Use to indicate the franchise, if any, with which this office is affiliated. Franchise ID must be a valid 9-digit M1 Office ID in the M2 database.
   • Office Corporate Name: Corporate name of the office, if different from the business name.
   • Tax ID: The taxpayer identification number for the business.
   • Corporate License: The office’s corporate or business license.
   • MLS Online Status Changed Date: This is a read only field, that indicates when the MLS On-line Status was updated.
   • MLS Online Status: Date of last MLS status change.
   • MLS Office ID: The MLS ID number for this office.
2. Click Done.