Mar 21, 2023
If a valid license is required for membership, it is important to track and review license expiration dates. You can view your members license expiration dates using the Contacts Report:
Using the Contacts Report, make the following selections:
- Contact Type: Agent
- Contact Status: Active
- Additional criteria/filter: License Expiration Date before Today
- Fields to Display: add License Expiration Date
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Click Run Report.
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