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21 votes
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
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123 votesBrandi Lininger
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286 votesBrandi Lininger
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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.