what is OCR - ?
what is MCPE - ?
what is NRDS - ? answer: global identification number assigned by a national
association of REALTORS to brokers and agents
is it true that broker has NRDS number and all agents working for this broker
have their own NRDS numbers ?
-------------------------
-------------------------
abbreviations to be used below
input field [________________]
dropdown box with options in the line below [_______v]
checkbox [x]
-------------------------
ADMIN PANEL FUNCTIONALITY REVIEW
====================================================================================================
Agents
====================================================================================================
search for agents with ability to edit agent info and agent bio
what is
- MCPE ID ?
- Broker Company ?
- Management Company ?
- File Cabinet Message ?
- No NRDS ID OK ?
- what is the difference between "Broker Company" and "Management Company" ?
it is strongly recommended to completely revise the fields required for agent form
it is VERY confusing and not clear with the following fields
MNCAR Member, MNCAR Member Type, CCIM Type, MCPE Subscriber, CE Member
actually it would be great to understand what means every field and what combinations of field values can be used
for example there are fields "MNCAR Member" and "MNCAR Member
Type"
are they independent or "MNCAR Member Type" is applied only "MNCAR
Member" field is set to "MNCAR Member" value
please clarify
is the information in "NRDS Specific Information" block used somewhere or it is just a place where to store NRDS info ?
here is the list of fields present on agent edit screen
----------------------------------------------
MCPE ID: [________________]
Password: [________________]
Forums: [x]
Salutation: [_______v]
Mr Mrs Ms First Name:
MI: [________________]
Last Name: [________________]
Generation: [________________]
Designations: [________________]
Full Name: [________________]
Gender: [_______v]
F M
Nickname: [________________]
Birthdate: [________________]
Industry Experience (Years): [_______v]
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29
30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50
Home Address: [________________]
City: [________________]
State: [________________]
Zip Code: [________________]
Direct Phone: [________________]
Ext.: [________________]
Cell Phone: [________________]
Direct Fax: [________________]
Website: [________________]
Email Address: [________________]
Type: [_______v]
HTML Text
RE License: [________________]
Alternate Update Contact: [x]
Update Contact Name: [________________]
Update Contact Phone: [________________]
Update Contact Email: [________________]
Broker Company: [_______v]
list of existent brokers
Management Company: [_______v]
shorter list of existent brokers
MNCAR Member: [_______v]
MNCAR Member ADN Member MNCAR/ADN Member Affiliate Member Other Association
MNCAR Member Type: [_______v]
Designated Realtor Realtor Secondary Member Senior Member Paid Non-Member Alternate
Association Member MNCAR Staff Focus Support Staff Affiliate Institute Affiliate
Community/Economic Development Affiliate Designated Affiliate
CCIM Type: [_______v]
CCIM Designee CCIM Candidate
MCPE Subscriber: [x]
CE Member: [x]
Status: [_______v]
Active Inactive Pending Suspended Terminated Waived CE Only Status Date:
CCIM Date: [________________]
Affiliation: [_______v]
MAR
No Focus: [x]
MNCAR Discount: [_______v]
N/A Yes No
Last Profile Update:[________________]
--- NRDS Specific Information ---
NRDS ID: [________________]
Preferred Mail:
Home Office Mail Address Office-Mailing
Preferred Publication:
Home Office Mail Address Office-Mailing
Joined Date: [________________]
Orient Date: [________________]
Mmbr Indicator:
Primary Secondary
Local Due Waived:
Yes No
State Due Waived:
Yes No
Ntl Due Waived:
Yes No
CPM:
Yes No
CPM Date: [________________]
SIOR:
Yes No
SIOR Date: [________________]
FOB 1: [________________]
FOB 2: [________________]
FOB 3: [________________]
FOB 4: [________________]
NAR Dues Date: [________________]
State Dues Date: [________________]
Association ID: [________________]
Point of Entry: [________________]
No NRDS ID OK: [x]
Primary Area of Specialty:
[x] Office
[x] Industrial
[x] Retail
[x] Land
[x] Investment
[x] Multi-Housing
[x] Residential
Other [________________]
Current Line of Work:
[x] Transactions
[x] Consulting
[x] Appraisal
[x] Development
[x] Design
Other [________________]
Area:
[x] Minneapolis CBD
[x] St. Paul CBD
[x] St. Paul Suburban
[x] Northeast
[x] Northwest
[x] Southeast
[x] Southwest
[x] East
[x] West
[x] St. Cloud
[x] Rochester
Greater MN [________________]
File Cabinet Message: [________________]
Notes: [________________]
====================================================================================================
Brokers
====================================================================================================
search, create and edit brokers
we need to clarify the fields
"Multiple Location" on the top and bottom of the form
broker edit form contains the following fields
-------------
Broker ID: 3453
Last Updated: 11/2/07
MCPE ID: [________________]
Multiple Locations: [________________]
Company Name: [________________]
Password: [________________]
Address: [________________]
City: [________________]
State: [________________]
Zip Code: [________________]
Mailing Address: [________________]
Mailing Address2: [________________]
City: [________________]
State: [________________]
Zip Code: [________________]
Phone: [________________]
Fax: [________________]
Other Phone: [________________]
Website: [________________]
Preferred Media: [_______v]
Mail Fax Email
Status:
Active Inactive Pending Suspended Terminated Waived
Status Date: [________________]
State Affiliation: [________________]
MAR CE Member: [x]
Responsible Member: [_______v]
Enter ID In Next Field Hahalyuk, Roman Peterson, Jeff
RM ID: [________________]
Office Manager: [_______v]
Hahalyuk, Roman Peterson, Jeff
Company Size:[_______v]
1-3 4-9 10-49 50-99 100+
--- NRDS Specific Information ---
NRDS ID: [________________]
Office Business Name: [________________]
Parent Company ID: [________________]
Sort Sequence: [________________]
Billing Office: [________________]
Office Contact - Unlicensed: [________________]
Tax ID: [________________]
Corp License: [________________]
Joined Date: [________________]
Office Type: [_______v]
Commercial Residential Affiliate
Branch Type: [_______v]
Main Office Branch Office Single Office
Office Indicator: [_______v]
Primary Secondary
Multiple Location List:
[selectable list of locations]
====================================================================================================
Admin
====================================================================================================
search and add/edit admin users
====================================================================================================
Admin Ads
====================================================================================================
to be continued
====================================================================================================
Ads/Ad Tracking
====================================================================================================
to be continued
====================================================================================================
Admin Sponsors
====================================================================================================
to be continued
====================================================================================================
"NRDS Download"
====================================================================================================
what is the purpose of "NRDS Download" admin left menu item ?
what mean the fields on the form below
http://www.mncar.org/admin/public/admin_nrds_download.cfm
Select A File Type [______v]
Member File Office File
[x] Clear NRDS Table After Download and Update Batch Number
[x] Update NRDS Office List After Download
====================================================================================================
Roster-Affiliate
====================================================================================================
http://www.mncar.org/admin/public/admin_roster_aff_incomplete.cfm
simply shows list of affiliate agents with incomplete details
please confirm
====================================================================================================
Current users
====================================================================================================
what is users
how they connected to agents and brokers ?
please describe what is the role of user and what features will be added in new site version
as far as I know the users intended to visit http://www.mncar.org/email_message.cfm
authenticate
using their email address and then send emails to other users
here is fields from user edit form
please explain what means group account ?
User ID:
Last Updated: 4/10/02
User Name: [________________]
Password: [________________]
[x] Active:
[x] Admin:
[x] DE:
[x] Download:
[x] Dted:
[x] Group:
[x] I-35W:
[x] Advisory:
[x] Advisory Flash:
First Name: [________________]
MI: [________________]
Last Name: [________________]
Full Name: [________________]
Direct Phone: [________________]
Cell Phone: [________________]
Direct Fax: [________________]
Email Address: [________________]
Website: [________________]
Current Group: [_______v]
list of groups
User Type: [_______v]
OCRMinn DataProspectCompWWD EmployeeMNCAR EmployeeMREJ EmployeeAppraiserAttorneyBankerSpecial
--------------------------------------------------------------------------------
THIS IS A GROUP ACCOUNT. YOU MUST EDIT THE GROUP TO CHANGE THE FOLLOWING INFORMATION:
Sub Start Date:
1/01/02 Sub End Date:
1/01/03 Sub Months:
12
Units Bought:
1,000 Unit Credit:
0 Units Used:
478
--------------------------------------------------------------------------------
Email Sub-Groups
[x] Industrial:
[x] Office:
[x] Retail:
[x] Land:
[x] Appraisal:
[x] Multi-Family:
[x] Business:
[x] Investment:
[x] Developer:
[x] Hospitality:
[x] St. Cloud:
[x] Rochester:
====================================================================================================
Roster-MNCAR
====================================================================================================
http://www.mncar.org/admin/public/admin_roster_ocr_incomplete.cfm
please clarify the difference between Roster-Affiliate, Roster-MNCAR and Roster-Non-MNCAR
====================================================================================================
Roster-Non-MNCAR
====================================================================================================
http://www.mncar.org/admin/public/admin_roster_nonocr_incomplete.cfm
please clarify the difference between Roster-Affiliate, Roster-MNCAR and Roster-Non-MNCAR
====================================================================================================
Events
====================================================================================================
http://www.mncar.org/admin/public/admin_events.cfm
list of all events on the system with ability to
- create new or edit event
- get geports on selected event
* Roster
* Sign In Sheets
* Text/Mail Merge Download
* Daily Registration Report
* Foursome report (only for golf events)
should the above report be present on the new site ?
is it necessary to modify or improve them ?
the new site will have improved events functionality
there will be general registration events whish will allow not registered people
subscribe to events
(aproval required from site admin),
custom events with ability to create/join groups (foursomes) during registration
process for golf
like events with posibility to customize registration requirements
====================================================================================================
Events Report
====================================================================================================
this page allows administrator to get three kinds of report (the last two were developed by us)
- Report for Brokerage basics events per year
- List of all members and who did and didn't attend programs within the selected
2 years.
- List of members who attended particular event.
====================================================================================================
Welsh Downloads
====================================================================================================
http://www.mncar.org/admin/public/welsh_search.cfm
this page allows administrator to retrieve get data from XCEL database
the following types of datafeeds available
Lease
Property
Sale
Suite
Download
do we need to create the same datafeeds on new site ?