How to use
Everything else that is related to commission management.
You can move all Accounts or just a single Account from one Customer to another. This can be used if you are trying to combine Customers that have multiple ...
Mon, 19 Sep, 2022 at 2:32 PM
Top menu >> Customers >> View customer >> Locations tab >> + Add a location
To create a location manually you have to go to ...
Fri, 17 Apr, 2015 at 8:46 AM
You can build views on the customer page, item page, account page, agency page and get the information you are looking for by adding filters and selecting t...
Wed, 11 May, 2022 at 1:29 PM
The New Accounts view, allows you to have a quick snap shot of new accounts for the current run. This is a great way to quickly double check if an account y...
Fri, 3 Feb, 2023 at 3:36 PM
Supplier: a company that has a contract with you and pays you commissions. Commission paid from a supplier to a subscriber is called the gross commissi...
Fri, 1 May, 2015 at 2:04 PM
You can download the agency commission statements into excel for you to send to your agents. The downloaded summary can be customized with item variables. Y...
Thu, 23 Mar, 2023 at 11:58 AM
This View can be used to find out if you imported the correct commission data or if you imported the same data twice. If you want to trash all data...
Tue, 5 Dec, 2023 at 12:17 PM
Top Menu >> Suppliers
From the supplier page use the View dropdown and select Archived.
Click on the supplier you want...
Wed, 1 Apr, 2015 at 2:25 PM
When a Supplier is no longer commissioning and you would like to remove them from the active Supplier view. You can archive the Supplier to preserve the Sup...
Thu, 1 Sep, 2022 at 1:42 PM
When you receive commissions from a Master Agent that also uses RPM, if they provide you with manager login credentials you can use this to setup a ...
Wed, 3 Nov, 2021 at 11:16 AM