How to use
Everything else that is related to commission management.
A Bypass Code is used to represent various different things from regions to contracts and is used in RPM as a optional way to segment commission rules al...
Mon, 14 Sep, 2020 at 4:42 PM
Top menu >> Commissions >> Assignment Codes You can create or mass (re)assign Assignment Codes using the Assignment Code import template. I...
Mon, 3 Jun, 2019 at 10:25 AM
To investigate changes in RPM, history is the place to go. History captures and displays what's changed, who changed it, and when. Below is a list ...
Mon, 4 Nov, 2019 at 5:53 PM
Supplier history captures changes made to a supplier. This includes Notes for staff, Files, Bypass codes, Name and Logo changes. To view Supplier histo...
Fri, 4 Mar, 2022 at 3:20 PM
Supplier schedule history tracks creation and changes to the commission groups. This including changes to the pay rates for each pay plan. This history will...
Fri, 25 Feb, 2022 at 1:17 PM
Supplier pay plan history tracks when a pay plan is added, edited, and trashed. It does not include changes to rates under commission groups for the pay pla...
Mon, 4 Nov, 2019 at 3:17 PM
Supplier Imports and Transfers history details changes made to rows in an import matrix and to transfers. To view Supplier Import and Transfer history, ...
Mon, 4 Nov, 2019 at 3:19 PM
Agency history captures all changes made that involve an agency. This includes the creation of or modification to splits, referrals, addendums, and pay plan...
Fri, 3 Mar, 2023 at 1:14 PM
Customer history captures all changes made and related to a customer including Location, Merges, and Accounts added or transferred. Top Menu > Custom...
Thu, 23 Mar, 2023 at 12:04 PM
Account history captures all changes made and related to an Account including, Account group assignments, Customer assignment, Splits and Assigned rep. It w...
Thu, 23 Mar, 2023 at 12:03 PM