You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.
Home > Reports > Contacts Reports > Contacts Report Use Case: View a list of active agents who are not set to sync with M1
Contacts Report Use Case: View a list of active agents who are not set to sync with M1
print icon
Erin Leibold
Mar 21, 2023
views icon 871

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 NRDS
screenshot
The Contacts Report showing our chosen criteria

Click Run Report.

screenshot
The report results showing a list of active agents that are not being synced to M1.
Feedback
0 out of 0 found this helpful

tags

close button
scroll to top icon