As part of the Paragon 5.71 release, Black Knight implemented changes to limit agents’ ability to enter an email address as PRIMARY for more than one contact. This was done to prevent conflicts impacting Collaboration Center logins.
In doing this, some agents reported impacts to their workflows. Black Knight has provided us with this recap of those impacts and how to resolve them.
1) Agent Notification
Description: Agents are setting up multiple contacts using their own email address as primary for Market alerts
Issue: The number of saved searches per contact is limited, forcing agents to create multiple contacts
Resolution: Black Knight has significantly increased the number of saved searches allowed per contact to ensure members can continue to utilize Paragon notification functionality to support this workflow.
2) Agent Preview
Description: Some agents have inserted their email address as the primary address for Client contacts in Paragon to intercept and preview listing notifications
Issue: The Collaboration Center uses the client email address as a user name, so this approach is not recommended
Resolution: Paragon offers workflows specifically designed for this workflow called Agent Preview. Watch the video here.
3) Duplicate Clients
Description: Agents already have a contact in their contact list with this Email address as Primary
Issue: Typically, the agent has an older, inactive contact in the system with this email address
Resolution: If your view of contacts defaults to the status of ACTIVE, click the dropdown menu to toggle to ALL, which will include inactive contacts. This will make is easy for your to review and resolve any duplicates
As always, if you have any questions or concerns related to Paragon or other Board tools, contact our very friendly Helpdesk at 604-930-7626 or helpdesk@fvreb.bc.ca