1. NRDS Sync

Query Says

• GZ → NRDS Sync

  • NULL, true

• NRDS → GZ Sync

  • NULL, true

We Want

true for both results

This means that data is syncing from NRDS to GZ and vice versa

Why?

New REALTOR® associations should be transitioning to support with their NRDS sync live. If a customer turns this sync on after onboarding they may not review the Event Log to identify any contacts who are not syncing correctly.

Where is this in the tenant?

Setup → Integrations → Real Estate Edition Settings

2. Unique NRDS IDs

Query Says

• Unique NRDS IDs

  • NULL, true, false

• Unique NRDS ID by Contact Type

  • NULL, true, false

We Want

Unique NRDS IDs: true

Unique NRDS ID by Contact Type: it depends

Why?

We don’t want customers to accidentally assign the same NRDS ID to two agents or offices. If the customer uses different ranges of NRDS IDs for offices and agents, they may want to also enable the Unique NRDS ID check per contact type.

Where is this in the tenant?

Setup → Miscellaneous → NRDS ID and Membership Numbers

3. Financial Sync

Query Says

• Financial Sync On

  • NULL, true

• Financial Mapping

  • NULL, [], [{“SaleableItem…”}]

We Want

Financial Sync: true

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

Why?

All customers should be sending Financial Records to NRDS. These records are more accurate than the eCommerce records that most states use because the systems tracks payments by contact instead of whoever makes a payment. This can also handle situations where one agent pays several agents' dues. eCommerce records cannot accurately track this. This also works for associations that use Authorize.Net or GZPay. GZ only sends these records for transactions occurring after this setup is complete so it’s important to set this up when an association is starting to use GZ.

The wiki has more information on how to configure the financial mapping.

Where is this in the tenant?

Financial Sync On: Setup → Integrations → Real Estate Edition Settings

Financial Mapping: Setup → Finance → Real Estate Finance Settings

4. NAR eCommerce Splits

Query Says

• NAR Splits

  • NULL, [{“SaleableItem…”}]

We Want

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.

Why?

This tells us that some goods/services are set up to split to different local, state, or national bank accounts.

Where is this in the tenant?

Setup → Finance → Real Estate Finance Settings

5. Default GL Accounts

Query Says

• Dft. Income

  • NULL, <Account Name>

• Dft. Deposit

  • NULL, <Account Name>

• Dft. AR

  • NULL, <Account Name>

We Want

Dft. Income: Customer-created GL account

Dft. Deposit: Customer-created GL account

Dft. AR: Customer-created GL account

Why?

Customers should have a default GL account assigned to these settings. If not, customers will be required to fill these out before they can save other changes in the Finance Settings. This may lead to a non-accountant staff user selecting incorrect GL accounts that later cause accounting headaches for the association.

Where is this in the tenant?

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.

Where is this in the tenant?

Setup → Memberships → Membership Settings → Real Estate Settings tab

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.

Where is this in the tenant?

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.

If an association has more than 1 calendar, it may or may not make sense to set a default calendar. That depends on what sort of events go on each calendar.

Where is this in the tenant?

Setup → Events → Event Settings

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.

If a customer has the Continuing Ed module, they should have some components set up so that they can use them as an example for creating future trainings/classes. AutoEnroll ensures that all event attendees receive credit for attending a class or training. All real estate associations should have a Default Certification. This simplifies the setup and eliminates the possibility of attendees not receiving credit for a component even though a staff member correctly tied it to an event.

Where is this in the tenant?

Setup → Continuing Education → General Settings

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.

What About…

REALTOR®/Association memberships that are renewed in the fall at a higher rate for the following year but members can continue to join at the current year’s rate? This feature isn’t a great fit for that scenario. It is still good to have this option available for other MLS, Lockbox, or Affiliate memberships with simpler renewal processes.

Where is this in the tenant?

Setup → Memberships → Membership Settings

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.

This currently doesn’t work if the association offers multiple membership frequencies. If so, they should not use this or have this enabled right now. (Example: Agents can pay annually or semiannually for their MLS membership.)

Where is this in the tenant?

Setup → Memberships → Membership Settings

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.

Where is this in the tenant?

Setup → Memberships → Membership Settings

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.

This is almost always set to (Residential) 100 - General Residential Sales

Where is this in the tenant?

Contacts → Profile → Real Estate tab → NRDS Information section

To run this report in a customer tenant, use the Contacts Report with the following criteria:

• Contact Type: Agent

• Contact Status: Active

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

• Waiting on https://micronetonline.atlassian.net/browse/GZ-23799

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.

Where is this in the tenant?

Setup → Services, Products and Commerce → Goods/Services

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

• 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.

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.

Why

One of the key features of GrowthZone is the InfoHub. If an association’s members are not using the InfoHub, the association is not getting all of the benefits from our system that they can. This varies from association to association but the hub is great for saving time processing member payments or distributing member-only content through other means.

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.

Why

This single piece of data has the largest impact on a member’s (or even a stranger’s) perception of an association’s directory. The more active members that have profile pictures the more useful and beneficial an association’s web content and directories will be for their members.

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.

Why

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.

Why

Automated billing can save membership, billing, and accounting staff a lot of time, particularly with monthly billing. It can also reduce errors caused by manually running billing but forgetting certain members or forgetting to manually update certain members' next bill dates.

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.

Why

Our customers are more likely to collect dues from their members if their members just need to click a few buttons instead of enter a credit card.

22. Membership Applications Configured

Query Says

• # of Membership Application Forms

We Want

At least one membership application configured.

Why

If an association is not using a membership application they’re missing out on a time-saving feature of GrowthZone and are more likely to feel like their subscription is not worth the price or that our product is not saving them much time or effort.

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.

Why

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 an email address ending with the customer’s domain.

Why

So that we know that all emails coming from the tenant will use the system email settings to ensure as much mail gets to members as possible.

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