Tracking Transferred Licenses

A new checkbox field has been added to the "Add License" and "Edit License" pop-ups within the People > Agent Basics submenu.

Functionality:

• If the "Needs Transfer" checkbox is unchecked:
  • No changes will be made to how the license displays
• If the "needs transfer" checkbox is checked:
  • The text "needs transfer" will be displayed on the agent’s license within the Agent Basics screen
  • If the license is essential (as flagged in the Dropdowns → People → License Type screen), the agent’s name will appear in orange across all screens where their name is displayed

This update enhances visibility and tracking for licenses requiring a transfer, ensuring that essential licenses are highlighted appropriately across darwin Cloud.

1. Click People menu
2. Search for the agent's profile
3. Click Agent Basics submenu
4. Click plus + sign, next to licenses

5. On Step 5, Check the box below if the license requires transfer
   • Check off the box next to needs transfer
6. Click add or save
   • add for new license entries
   • save for license entries

In reports: Agent License Info

1. Click Reports menu
2. In All reports, type and look for Agent License info
3. Double - click Agent License info report

4. Choose filter parameter for the report
5. Choose Yes in license needs transfer
6. Click preview

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