.png)
Use Case: One Event, Two Components- Granting COEC and COEN Credits for a Single Class
## _**REAL ESTATE EDITION ONLY**_ There are instances in which a REALTOR® association will have a single class granting both COEN and COEC credits. Components can have only one type (COEC or COEN) and attaching two components to a single event will grant BOTH credits to ALL attendees- which is really not optimal, to …
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 Busines…
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][1]**, make the following selections: * **Contact Type:** Agent * **Contact Status:** Active …
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**][1], 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 NR…
Code of Ethics - Agents
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. GrowthZone will track cycles, and allow you to filter to the current cycl…
