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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…
Matching Sponsorships to Contacts
There is a column called Match that may contain an icon for some sponsors. If there is NOT an icon, it means the system recognizes both the Individual and the Organization as existing contacts. If there IS an icon, it means something about the registration doesn't match the data in the system. Clicking on …
Contacts Report Use Case: See the Primary Contact (Broker) for an Agent's Primary Office
To view a report of your agents along with their office and the primary contact (usually the broker) for the office you can use the Contacts Report: For this example, we will apply the following criteria: * Contact Type: Agent * Contact Status: Active * Additional Criteria/Filter: Primary Business Is Not E…
Contacts Report Use Case: View all contacts who have expired licenses
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 …
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…
Special Topic: Contact Records for Testing
Oftentimes, organization staff will want to test things like member access levels, sending emails with merge fields, etc. GrowthZone recommends setting up specific, obvious contact records to use for this purpose. Best practice is to use emails that are NOT attached to a staff member's GrowthZone access. Several e…
Code of Ethics and Fair Housing - Agents
The Fair Housing Completed Report, and Fair Housing Missing Report, and the Code of Ethics - Agents report provides you a way to identify and notify agents who have not completed their required code of ethics course for the current period so that they are not suspended and can remain members of your association. G…
Download Active List/Committee Contacts
You may need to download a list/committee's current members for various reasons. To do this: * In the desired list, click the down arrow next to the Add Contact button and select Download Active Contacts . * The system will download an Excel file of the active list of contacts, and you can review, edit, save, and…
Hide the "My Files" tab in the Info Hub Resources
If your organization is uploading and storing sensitive information/files in your contact record "Files" tab in the back office and you don't want those files visible to your members in the InfoHub Resources, you can disable the "My Files" tab in the Resources area. * Go to Setup -> Website -> Info Hub Settings …
View Historical Contacts for a List/Committee
You may need to review contacts that were previously active on a list, but have been deactivated. * For the desired list, click the Contacts tab. * Click the Customize Filter button. * Enable the Include Historical Contacts option. * Click Done . The contacts list will refresh and display dropped/inacti…
