Contacts Report Use Case: View a list of active agents who are not set to sync with M1

Mistakes happen- let's run a report to see if any of our active agents are not set to sync to M1. Using the Contacts Report , set up the following criteria: * Contact Type: Agent * Contact Status: Active * Additional Criteria/Filters:  Sync with NRDS Equals No * Fields to Display: add  Sync to NRDSThe Contac…

Contacts Reports

21-Mar-2023

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