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Contacts Reports
Contacts Reports
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Code of Ethics - Agents
Contact Information Report
Contact Information Report Example: Identify contacts whose emails are marked as Transactional Only
Contact Information Report Example: Identify contacts whose emails are marked as Do Not Contact
Contact Information Report Example: Identify contacts whose emails are marked invalid and the reason
Contacts List/Committee Report
Contacts Report
Contacts Reports Use Case: View All Organizations to which an Individual belongs
Contacts Reports Use Case: View all parent businesses and their related child businesses
Contacts Reports Use Case: View report of all contacts that do not have a directory listing
Contacts Report Use Case: See the Primary Contact (Broker) for an Agent's Primary Office
Contacts Report Use Case: View a list of active agents who are not set to sync with M1
Contacts Report Use Case: View all contacts who have expired licenses
Contacts Report Use Case: View report of contacts and cell phone numbers
Directory Contact Report
Duplicate Account Number Report
Membership Engagement Report (Beta)
New Organization Contacts Report
Use Case User Account Report: View Contacts' Login Activity
User Account Report
User Account Report Use Case: View Contacts Have Login Credentials But Have Not Logged In
User Account Report Use Case: View Contacts Who Do Not Have Login Credentials