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NAR Splits: [{“SaleableItem…”}] (there will be a whole bunch of text in here, we just want to see more than empty brackets.

❗Exception: Splits only work for customers using NAR eCommerce gateways. If an association is not using eCommerce, this should be blank.

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Setup → Finance → General Settings

5.5. Refund Type

Query Says

• Refund Type

  • NULL, 0, 1

We Want

Refund Type: 1

Why?

A Refund Type of 1 indicates that the customer is using the Open Balance refund setting. When creating a refund, this setting allows an association staff member to reopen the invoice associated to the refunded payment or to write off the original invoice.

When would a staff member choose to do one or the other?

• Reopen Invoice

  • Useful if a member paid with the wrong credit card or does not yet want to pay an invoice for tax purposes.

• Write Off Original Invoice

  • Useful if the association no longer expects to receive money for a particular transaction. This may happen if a member cancels an event registration or store order.

6. Real Estate Integration Membership Automation

Query Says

• Membership Automation

  • NULL, [{“MembershipTypeId…”}]

We Want

Membership Automation: [{“MembershipTypeId…”}]

Why?

Automation saves our customers time when they suspend agents. Staff don’t have to remember to disable access to their MLS, NRDS, or Lockbox services after suspending or dropping member. Members are also automatically un-suspended after they pay their overdue invoices.

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7. Info Hub View for Brokers/DRs

Query Says

• Show Related Contact Invoices

  • true, false

• Show Related Contact Invoices by Default

  • true, false, NULL

We Want

Show Related Contacts' Invoices: true

Show Related Contacts' Invoices by Default: depends

Why?

Since brokers are financially responsible for their agents, they should be able to see any open invoices for their agents. Associations can choose whether brokers should see these invoices by default or if brokers have to enable that view. Whether this should be on by default partially depends on the severity of the association’s suspension process. If all of a broker’s agents will be suspended if just one agent hasn’t paid, it’s likely better to have default to showing all invoices.

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Setup → Finance → General Settings

8. Default Calendar

Query Says

• Default Calendar

  • NULL, 4-digit number (e.g., 2291)

• # of Calendars

  • Any whole number

We Want

• If # of Calendars = 1

  • Default Calendar: 4-digit number

• If # of Calendars > 1

  • Default Calendar: Optional

Why?

If an association only has 1 calendar, that calendar should be set to the default. This saves association staff a step every time they create an event and eliminates one reason why a newly-created event may not appear on their website or info hub calendars.

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9. Continuing Education Setup

Query Says

• Has Continuing Ed

  • NULL, 2048

• # of Components

  • NULL, Any whole number

• AutoEnroll Certifications

  • NULL, true, false

• Default Certification

  • NULL, Any whole number

We Want

• If Has Continuing Ed = NULL

  • None of this matters, the customer does not have this module

• If Has Continuing Ed = 2048

  • # of Components: Any whole number

  • AutoEnroll Certifications: true

  • Default Certification: Any whole number

Why?

If a customer doesn’t have the Continuing Ed module we don’t care about other related setup.

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10. Membership Recalculation

Query Says

• Membership Recalculation

  • true, false

We Want

Membership Recalculation: true

Why?

This global setting allows our customers to turn on recalculation for specific membership types. Since a typical association membership has national, state, local, and other fees, it’s likely that one or more of these will change every year. Enabling recalculation for that membership type makes it easy for associations to bill the correct amount every year without lots of extra help from support.

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11. Join Multiple Membership Types on Application

Query Says

• Multiple Memberships on Application

  • NULL, true, false

We Want

Multiple Memberships on Application: true (but it also depends)

Why?

Ideally an association is using the application and members can join with an MLS, Lockbox, and/or Association membership (national, state, and local) all at once. true indicates that the customer is up and running with an application where members can join with multiple memberships at once. NULL or false means that the association is not. This may or may not be a bad thing, just something to consider as a final check.

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12. Restrict Fixed Renewal Memberships

Query Says

• Restrict Fixed Renewal Memberships

  • NULL, true, false

We Want

Restrict Fixed Renewal Memberships: true

Why?

If a customer has told the system that a membership type always renews on a certain date (often January 1) then the system should guide them to avoid changing dates that may cause data errors later on (like sending an incorrect Billing Year to NAR eCommerce). This setting only applies to membership types that have the Renew Everyone On date set to a specific day and month.

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13. Active Agents Missing Primary Field of Business

Query Says

• # of Active Contacts Missing Primary Business

  • NULL, Any whole number

We Want

'# of Active Contacts Missing Primary Business: NULL

Why?

This tells us that no active individual members who are set to sync with NRDS are missing a Primary Field of Business. This is a common sync error when GZ syncs this member’s information to NRDS since this field is not required to receive information from NRDS.

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14. Dues-type Saleable Items with Invoice Template

Query Says

• # of Dues-type Saleable Items with Invoice Template

  • NULL, Any whole number

We Want

# of Dues-type Saleable Items with Invoice Template: NULL

Why?

If a dues-type saleable item has an invoice template associated to it, it’s more likely that the item will not be included on an invoice with other dues items when a customer runs upcoming billing. This is an item Hank identified as causing issues that take a lot of time for L2 to clean up.

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15. Public Module Versions

Query Says

• # of Public Modules

• # of v1 Public Modules

• # of v2 Public Modules

We Want

Most of a customer’s public modules to be using v2.

Why?

Our v2 public modules include often-requested features that frustrated customers on v1 module versions. Switching to v2 can alleviate some paper cuts that customers have with these older versions.

16. Event Versions

Query Says

• # of Events Since Q3 2020

• # of V1 Events Since Q3 2020

We Want

Most of a customer’s events since Q3 2020 should be using the v2 event registration form. This is a rough snapshot of a customer’s event usage so if you see a number of v1 events it may require a closer look at their tenant.

Why?

The v2 registration form was released in Q3 2019 and adds several useful features that are not and will never be on the v1 registration form. Further, not all event registration improvements are tested on the v1 form and customers may find issues using these forms with more advanced functionality. The v2 event registration form is also required for using the v2 expo registration features.

17. Individuals with InfoHub Logins

Query Says

• # of Active Individuals

• # of Active Individuals with Info Hub Logins

We Want

The vast majority of active individuals to have Info Hub logins. If only a half or a third of an association’s members have logins, this may indicate that the customer needs some help from us to roll this out to their members.

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18. Active Members with Profile Pictures

Query Says

• # of Active Members

• # of Active Members with Profile Picture

We Want

Most active members should have profile pictures.

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19. Valid and Invalid Email Addresses

Query Says

• # of Email Addresses

• # of Valid Email Addresses

• # of Invalid Email Addresses

• # of Unchecked Email Addresses

We Want

Most email addresses should be valid. Unchecked email addresses are ones that the system has not yet checked. A large number of these may indicate an issue with the email verification service or another issue.

...

If our customers email invalid email addresses, they lower the reputation of emails coming from our email delivery service (SendGrid). This is a useful check to make sure that our customers don’t have a large number of invalid email addresses that could cause damage that’s difficult to undo.

20. Automated Billing

Query Says

• Automated Billing Enabled

We Want

It depends. Some customers are very successful with automated billing. These are typically healthy customers who have lots of monthly billings and high confidence in their data. Red flag for a floundering customer with this enabled. A good conversation to start with a high-functioning customer who does not have this enabled.

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21. Active Members with Saved Payment Profiles

Query Says

• # of Active Members

• # of Active Members with Saved Payment Profiles

We Want

Most active members to have saved payment profiles.

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22. Membership Applications Configured

Query Says

• # of Membership Application Forms

We Want

At least one membership application configured.

...

23. Membership Types Allowing Credit Card Payments

Query Says

• # of Membership types

• # of Membership Types Accepting CC Payment

We Want

Most membership types to accept CC payment. The query gathers this information in a bit of a loosey goosey way so don’t take this exact number as gospel.

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