Release Date: June 9, 2019

Email Threading

Email threading reduces the time and complexity of reviewing emails by grouping emails by conversation. Email threading has been added to email integration functionality.

Supplier Custom Views

Build custom views with Supplier data to show columns such as Primary contact and Net billed this run and commission based reports around Supplier data such as First run, Last run, and Sales comm.

Name Changes

Rep ID is now Assignment Code

Rep ID has been the term used to identify the Rep assigned to commission items. The term Rep ID often caused confusion while setting up supplier matrices.

Master ID is now Bypass Code

A Bypass Code is used to represent various different things from regions to contracts and is used in RPM as an optional way to segment commission rules along side Account Groups.

Access by Support

To enhance transparency when we access a subscription an access by support reason is required. For example, if we access a subscription to investigate a support ticket we'll provide Support as the reason and will add a link to the support ticket. You can also choose to receive email notification when we access your subscription. 

Other Improvements & Changes

View Downloads and Sorting in Excel

Import of Assignment Code

Actions Due Report Now Shows Count of Actions Due, not the Count of Forms with Actions Due

Formula Fields can be Flowed Into Money, Decimal, Quantity, and Percent Fields 

Re-Organization of Commission Item View Column Picker Options

Formula Fields Used in Reconcile Compare Values

Commission Import History - Origin Column Shows Transfer Subscriber

Country Column in Agency Views

Process View Column for Email

Process View Filters for Email

New Staff Privilege for User Reports