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Article ID:      4274

Subject:        Check for Duplicate Agent Record in Pro Gold i2

Last Modified:  October 29, 2013

Applies to:   Pro Gold i2 3.xx

Purpose:  Provide users instructions for how to verify if they have more than one agent record in Pro Gold i2 for an agent. 

Procedure:  Listed below are the steps to search the agent records for a duplicate record:   

•         Step 1:  Do the following to search agent records:

-     Login to Pro Gold i2

-     At the Main Menu, select the Transactions option

-     At Transactions menu, select Agents and Offices option

-     Click the Agent Information icon

-     Click the Find button at bottom of the Agent Setup screen

-     Select the All option in the filter box in upper right of the Find Agents Dialog screen

•         Note:  Default search option is Active agents only

-     Type the last name of the person in the search field at bottom of dialog screen and see if more than one record shows up that belongs to the person in question

-     If not, search by first name

-     If you find two or more records for the agent, go to Step 2

•         Step 2:  Audit each agent record and determine which one to use:

-     Retrieve each record

-     Review each

-     Determine which one to use

-     Activate the record you want to use and de-activate the record you don’t want to use:

•      Activate:

§     In CrestEDG: Enter date in the A.T. Start Date field in General Tab of Agent Information icon

o   Set to “Report to Crest” if the agent profile is to be sent to Crest

§     In Pro Gold i2: Check the Active checkbox in Commission Tab of Agent Information icon

•     De-Activate:

§     In CrestEDG: Enter date in the A.T. End Date field in General Tab of Agent Information icon

o   Set to “Do Not Report to Crest” if the agent profile should not be reported to Crest

§     In Pro Gold i2: Uncheck the Active checkbox in Commission Tab of Agent Information icon

References:   Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold i2 Documentation, and Training Webcasts:

   http://secured.progoldi2.com

•          The Enhancement HelpNet links are located on the right side of the web page.

Related articles:  N/A

Keywords:   Activate, Agent Record, De-activate, Duplicate, 4274