May 06, 2025
To change the status of a secondary office:
- On the Office Real Estate tab, click the
icon in the Secondary Office section.
- Ensure Sync to M1 is enabled.
- Select the desired status from the Status list.
- Click Save. The changes to the supplemental office will immediately be sent to the M1 processing queue, no further action is required. NOTE: The Save button will not be enabled if any of the required fields are missing.
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NOTE: All fields listed in Data Sent to M1 for Secondary Office Record will be sent to M1. |