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…

Contacts Reports

21-Mar-2023

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