Contact Cards in ActiveComply house a variety of information about a licensed employee, including their individual state licenses, personal NMLS ID, branch location, etc. Contact Cards also house all of an employees associated social media. Users can chose to audit a particular licensed employee and issue corrective action Tickets.

One field on a Contact Card is the licensed employee's email address. Adding an employee's work email address to a Contact Card allows ActiveComply users to email the employee about corrective action requests directly from the ActiveComply system.

Before corrective action can be issued through the Tickets system, ActiveComply users must ensure that all social media assets are tied to the applicable licensed employee's Contact Card. The ActiveComply system automatically associates the majority of social media Assets to Contact Cards if a licensed employees information is found on the social media profile. The system cannot automatically associate all social media profiles (examples including branch pages, team pages, LOs who use nicknames, etc.) and ActiveComply users will need to manually associate the remaining social media with the correct Contact Card.

Please note that social media will need to first be associated with licensed employees before corrective action can be issued through the Tickets feature or a full social media export will be possible for state audits.

ActiveComply can automatically pull in an employee's email address as listed on the employee's Facebook Business page, if available. ActiveComply users can also manually enter or edit email addresses on individual Contact Cards.

ActiveComply users can also upload multiple email addresses at once for Contact Cards using the Import feature on the Contacts Page. Users can select the Import button to upload a file that contains employee email addresses to have them appended to existing Contact Cards.

To see if any Contacts are missing an email address, a User can select "Missing Email Address" under the Views filter. The total number of results will populate at the bottom left and upper right next to the "Export" button. The User may bulk import (see instructions below) the missing emails for these Contacts or add them in manually on individual Contact Cards. Either the Bulk Import CSV function or adding emails individually could be utilized for new hires, depending on the frequency and amount of new licensed employees.

To use the Import feature, ActiveComply Users will need to create an Excel CSV file. The spreadsheet will need to include the licensed employees NMLS ID and their associated email in column 1 and 2, respectively. The spreadsheet will not need any column headers for the upload. See the below example:

To convert a normal Excel spreadsheet (file type .xlsx) to an Excel CSV (file type .csv) users must select File at the top-left of the spreadsheet, select Save As for the desired file, and change Save as Type to CSV UTF-8 (Comma delimited) (*.csv).