Vested Renewal Report (Including Personal Email Field)
In running a VR Associate report through CommandMC; (I would usually run that report to include their personal email) (since they do not use their KW email).. Unfortunately, the reporting functions filter / "Add" a column does not include a personal email option... only KW email. This would mean, I will need to look up all of the personal emails from CommandMC and manually add them to my downloaded report. Could we please add personal email to report selections. Thank you!
Cherie Brown
shared this idea
We will have options for the Profit Share Renewal Report available for Transactions users before that process begins to ensure it is easy for you all.
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Brandi Lininger
commented
The comment above was from 2024. Is there an update as to when we might see this roll out? In the Reports Applet, for associate roster, I'm able to filter for VR and it has an email address but many still have a kw email address and there isn't a field for their mailing address. If I go to the Reports Applet, under Custom Reports, I am able to create one for VR. However, you can't add a filter for their personal email address and it only has their kw email address. It would be nice if the same info was in both locations. Even better if we had an option to edit the fields if they request the update (address, phone number, email) so it's in one easy place instead of having to go back to the associate card. If they were somehow linked, it would be less cumbersome and time consuming with having to go to different places to update or gather the info. We have a large market center so this is an important, time consuming piece to maintain.