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CONTENTS- NRDS M1 Integration
Apr 14, 2023
2023
- NRDS M1 Integration
- NRDS M1 Integration Initial Setup Considerations
- Link NRDS M1, MLS, Lockbox Status to Membership Status
- Working with Offices
- Working with Primary Offices
- Data Sent to NRDS M1 for Primary Offices
- Search NRDS M1 for Offices
- Add a Primary Office
- Assign an Association Staff Member to an Office
- Add Office Additional Information
- Change a Primary Office Record
- Update Office DR
- Update Primary Office NRDS M1 Status
- Suspend an Office
- How to Merge Records Synced to M1
- Working with Secondary Offices
- Transfer Office to Your Board
- Working with Primary Offices
- Working with Agents
- Working with Primary Agents
- Data Sent to NRDS M1 for Primary Agents
- Search NRDS M1 for an Agent
- Add a Primary Agent
- Add Primary Agent Additional Information
- Change or Update a Primary Agent Record
- Change a Primary Agent's NRDS M1 Status
- Deactivate a Primary Agent
- Move or Transfer a Primary Agent to a New Office
- Remove a Primary Agent from an Office
- How to "Fix" an Incorrect NRDS M1 Number
- How to Merge Records Synced to M1
- Working With Secondary Agents
- Agent Designations
- Transfer an Agent to Your Board
- View an Agent's Other Active Associations (COMING SOON)
- NRDS M1 Education Records
- Letter of Good Standing
- Working with Primary Agents
- NRDS Financial Record
- Review NRDS M1 Event Log
- NRDS M1 Sub Queue Processing
