...

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.

...

• Contact Type: Agent

• Contact Status: Active

• Criteria/Filter → Primary Field of Business Not Equals General Residential Sales

• Waiting on https://micronetonline.atlassian.net/browse/

  Jira Legacy
  server System JIRA serverId 74bf9c89-f3d7-3a5c-9658-b923c17995a7 key GZ-23799

14. Dues-type Saleable Items with Invoice Template

...

• # of Events Since Q3 2020

• # of V1 Events Since Q3 2020

• Total # of v1 Events

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.

...

If no membership types accept a credit card payment this may indicate that the customer has a deeper workflow challenge with processing and onboarding new applicants that we can assist with.

24. DNS Verification

Query Says

• DNS Verification

We Want

This value to be True

Why

It will set them on the best path to have successful email delivery.

25. Default From Email Address

Query Says

• Default From Email Address

We Want

This to be from ….

Why

To help with better email delivery..

26. Total # of Invoices (excluding deleted)

Query Says

• Total # of Invoices

We Want

….TBD

Why

…TBD

27. Total # of Accounting Transactions (excluding deleted)

Query Says

• Total # of Accounting Transactions

We Want

….TBD

Why

…TBD