Add License Number and Expiration Date Columns
We had adhoc reports for agents with license numbers and expiration dates. Please create one in command reports. Or add the option in reports for us to create our own report
15
votes
Leslie Jenkins
shared this idea
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Lester Flores
commented
It would be great if a report could be generated showing which agents' licenses are about to expire.
This information could be downloaded to a CSV file or spreadsheet for administrative processing.
This report would allow us to automatically send emails to each member with licenses about to expire, and to send an email to administrative management with all this data.