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On-Demand Video Training
We know you're busy! There are lots of on-demand, previously recorded sessions on a variety of topics available for when it's convenient for YOU. GrowthZone Core Modules GrowthZone Solution Overview This session is an introductory tour to help new users (or those requiring a refresher) learn how to navigate in Gro…
Fair Housing and Continuing Education
Real Estate Edition ONLY If you have the Real Estate Edition of GrowthZone with the Continuing Education module, you can set up a certification and components that will automatically update a REALTOR's Fair Housing training to NRDS/M1 when the REALTOR attends a Fair Housing training event. For the majority of REAL…
Code of Ethics and Continuing Education
Real Estate Edition ONLY Webinar: Continuing Education and Code of Ethics (approx. 45 minutes) Download the handout here If you have the Real Estate Edition of GrowthZone with the Continuing Education module, you can set up a certification and components that will automatically update a REALTOR's Code of…
Categories, Tags, or Custom Fields?
Should you use a tag, a custom field or a category? Here are some guidelines, but you may find that you need to deviate at times. Tags * If the information is intended to be for “internal use” only and is used to segment records into groups. For example: Minority owned, Hot Prospect, Ice-cream lovers * If you w…
Create a Component - Course
* In the Continuing Education module, select the Components tab and click the Add Course button. * In the Add Course window, configure the following: Caption Enter a Name for the course. Enter a Code for the course (optional). Enter a Type for the course (This is optional EXCEPT whe…
Email Restrictions in a Contact Record - Functionality
The Do Not Contact and Transactional Only selections on a contact’s email address apply throughout GrowthZone in various ways, depending on where and how an email address is included in the recipient list. Email Restrictions available on a contact record. The idea behind how the code uses those settings, to send …
Associate Continuing Education Components to Events
You can easily offer your continuing education courses using the Events Module. These types of events will display on the calendars you select, and also display as Upcoming Continuing Education Events in the Info Hub. There are two ways to add a certification component to an event- by selecting an existing compone…
How to Merge Records Synced with Black Knight Paragon
Duplicates can happen. Event registrations, member applications, staff error- these are all ways that duplicate contact records can end up in your database. If you're being diligent about database maintenance, or run into issues, you will want to clean these up to help maintain data integrity. Merging records is b…
How to Merge Records that are Synced to CoreLogic
Duplicates can happen. Event registrations, member applications, staff error- these are all ways that duplicate contact records can end up in your database. If you're being diligent about database maintenance, or run into issues, you will want to clean these up to help maintain data integrity. Merging records is b…
How to Merge Records Synced to M1
Duplicates can happen. Event registrations, member applications, staff error- these are all ways that duplicate contact records can end up in your database. If you're being diligent about database maintenance, or run into issues, you will want to clean these up to help maintain data integrity. Merging records is b…
