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Update a Secondary Agent
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You can update secondary records on a contact's Real Estate tab. NOTE: Secondary records cannot be deleted they can only be inactivated. Office NRDS ID and Member Type may not be changed. If changes are needed to these you must inactivate the record and add a new record.

 

  1. On the contact's Real Estate tab, click the   in the Secondary Member(s) section.
    Screenshot
  2. Make the desired changes.
  3. Click Done.

 

All information described in Data Sent to NRDS for Secondary Records will be sent.

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