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Code of Ethics - Agents Missing Report
The Code of Ethics Missing Report provides you with a way to identify and notify agents who have not completed their required training courses for the current period so that they are not suspended and can remain members of your association. By creating this report and synchronizing to a list, you will be able to e…
Fair Housing Missing Report
The Fair Housing Missing Report provides you with a way to identify and notify agents who have not completed their required training courses for the current period so that they are not suspended and can remain members of your association. By creating this report and synchronizing to a list, you will be able to eas…
How to add a Recurring Billing when a Contact has an active membership without a schedule
When a membership is activated for a contact the system will automatically create the Membership Scheduled Billing needed to bill the contact for recurring dues. On the rare occasion that a scheduled billing is not created (perhaps you have removed all fees when adding the membership) you can generate the Membershi…
