Export agent list via report

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Michael Jones

• 01 October 2019 02:08

Could we have added to the Report Builder a way to list Agents, together with their contact details, related organisations, commission rates, and any Agent custom fields we have defined?

That way we could

• at a glance see who are our current agents, whether or not they have any current enrolments
• bulk email agents using workflow
• create custom fields such as expiry date for agent management purposes

6

• 

  Janine Moore

  • 07 November 2019 04:53

  We would benefit from a report like this also.

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