Can filter report by office of specific agents

can filter by who has card saved on profile, if enabled in autopay, or if account is currently on hold

Agent Name
Amy Agent
Carole Singer
Justin Thyme
Marsha Mellow
Matt Thompson
Robert Dullnig
Office
San Antonio - 1202 N. Flores St
Saved Credit Card
Yes
No
Autopay
Enabled
Disabled
Account Hold
No
Yes

Tip!

In bottom left-hand corner - you can export the data if needed.

Click here to view an agents specific profile

View the current credit cards agent has on profile

Payment Method	Expiration Date	Default
424242******4242	01/2026	Yes

View the audit log for edits to the agents profile

Ability to enable or disable the account on agent

Heads Up!

Account Hold:  This prevents the agent from ordering additional items from marketing and service module.  It does NOT prevent them from being billed on subscriptions or ability for staff to create new invoices for agent