If you use the financial portion of ClientBAY, we provide Anywhere clients with an integration with Dash. One great benefit of this integration is that agent profile information can be entered into ClientBAY and then fed over to Dash, requiring admin and staff to enter agent information only on one site instead of multiple. Several areas on the agent profile need to be completed so that all the data can be fed and synced with other areas of the system as expected. If you would like more information on how to add an agent to the roster, please click here. Any time you make a change to any of the fields below and hit save, that should trigger a Send to Dash and update the information. It's always best practice to check the History to make certain the Send was triggered as well as the DASH tab to make sure the information was sent successfully.
First Name
Last Name
Email Address
Cell Phone
Languages
Specialty
Title
Team
Certifications
Agent GUID - This is used for exporting listings to the franchise. For Dash users, this will be the same as the Dash Person GUID. For agents, you are creating a new Dash role in ClientBAY this number should populate once the profile has been created and successfully sent to DASH. You can find this number on their Dash role once it's created or in the DASH section of the Agent's Profile.
None
None
None
Office - The office name set here will pull the Dash GUID data set on the office under the admin tab and send it to Dash.
Leads
None
Dash
Sync to Dash - (Yes or No) If the agent's profile data should be sent to Dash, this option needs to be set to Yes.
Dash Preferences
Areas of Specialization -This section determines whether the agent is residential, commercial, or both. A dropdown will appear when clicked. Select all areas that apply to the agent.
Last Dash Update Date/Time—This will tell you the last time an agent's profile was sent to Dash. It should match the Last Dash Update Date/Time shown on their profile in Dash.
Sent to Dash Date/Time—Use the arrows in this section to manually send an agent profile update to Dash. The time should be the same as the Last Dash Update Date/Time field. If this number is blank or different, the profile update might not have been sent to Dash.
CompanyStaffGUID—This field is hidden until the profile is created. Once the agent's Dash role is created, the data is automatically populated. This is not an editable field.
CompanyStaffID—This field is hidden until the profile is created. Once the agent's Dash role is created, the data is automatically populated. This is not an editable field.
CrestPersonGUID—This field is hidden until the profile is created. Once the agent's Dash role is created, the data is automatically populated. This is not an editable field.
Profiles
Profile Text - This transmits to DASH for a specific profile type, Personal Profile. No others.
Images
Only the first image in the images section will be sent to Dash.
Role Type - Sales Associate, Office Key Person, or Company Key Person
Status - Active or Inactive
Office - This needs to be the same office set under the Office Info section in order to report transactions to Dash correctly.
Title - Designates if the role is a producing role, which is required for the agent’s transactions to be fed to Dash. For more information on producing roles, please reach out to financial@backatyou.com
Active Date - This will default to the date the role was created in Back At You
Deactivate Date - There should only be a date here if the role is no longer active
Once the agent's Dash role is created, you will also be able to view the following information on their role without having to log in to Dash:
PersonGUID
OfficeGUID
OfficeID
CompanyGUID
CompanyID
NOTE: Creating a Dash role in a user's BAY Profile will create a NEW Role in Dash.
Agent first and last name as shown in their Profile
Public ID assigned to their profile from the roster
CompanyStaffGUID from Dash
Dash - MLS Details
Board - Start typing the name of the agent's MLS board here; once you see the name appear in the drop-down, select it.
MLS ID—This is your ID for the Board. Your unique ID would be in all of your listings on this Board. If the agent belongs to more than one board, add each board.
Primary - (Yes or No) If the agent belongs to multiple boards, only one board can be set as Primary
Agent License Numbers
License Type
License Number
Primary - (Yes or No)
State
Issue Date
Expiration Date
NOTE: Agent License information also needs to be entered under the Office Info section to receive expiration date notifications and to pull this data on reports.