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!
13
votes
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.
