IMPORTANT: If you have the Real Estate Edition, Designations will be handled by your M1 sync. You will not be able to create or add NAR Designations via GrowthZone.

 

REALTOR® Designations are granted by NAR and originate from the M1 database. If a REALTOR® has any designations, they will appear in the agent record appended to their name in top of the contact record, and on the Real Estate tab between the LockBox and Code of Ethics sections on the right side.

 

What's Changed

 

Agent Designations are received from NAR's M1 database and are not editable in GrowthZone. If agent designations are incorrect or missing, please verify that the GrowthZone record's Sync to M1 is enabled.

If the record is set to Sync to M1 as either a Primary OR Secondary Agent, go to M1 directly and verify the data. If designations in M1 are incorrect or missing, contact NAR directly. If designations are correct in M1, AND the record is set to Sync to M1 as either a Primary OR Secondary Agent, please submit a ticket to GrowthZone for investigation.

 

What's Changed

Behind the scenes, as of May 6 2025 the real estate designations are now stored in a new location. This means that to pull the designation information in reports and merge fields, a new field must be used to get the M1 designations. To ease the transition to this new structure, contact designation merge/report fields will continue to include real estate designations until August 1, 2025.

After August 1st, the new fields for real estate designations must be used in your reports and merge fields. This will give time to update any saved reports or email templates with the updated M1 designations fields.

The new fields will have 'M1 Designations' in the title. You will be required to use the new M1 designation merge/report fields after August 1st. Feel free to make the updates already now and start using the updated fields immediately.

Action Required

If you have any saved reports or email templates that include contact designation merge/report fields, you will need to update those to use M1 designations merge/report fields instead by August 1st.

Merge/Report fields that would need swapped out to be M1 Designations include:

• Contact Designations
• Contact Designations Dates Earned
• Primary Contact Designations
• Primary Contact Designations Dates Earned

Any other designations that your association awards, has imported, or has assigned, will remain located on the agent's Overview tab. You may continue to use the standard contact designation merge/report fields to access those designations.
 

 

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