Commissions / General

Customer History
Customer history captures all changes made and related to a customer including Location, Merge, and Accounts. To view Customer history, follow Customers...
Mon, 4 Nov, 2019 at 3:24 PM
Account History
Account history captures all changes made and related to an Account including Account group assignments, Customer assignment, and Splits. To view Accoun...
Mon, 4 Nov, 2019 at 5:54 PM
Account Group History
Account group history captures all changes made to an account group. To view Account group history, follow Suppliers > Supplier > Account groups &...
Mon, 4 Nov, 2019 at 3:46 PM
Referral History
Referral history captures all changes made to a referral including Includes, Excludes, and Rate changes. To view Referral history, follow Commissions &g...
Mon, 4 Nov, 2019 at 3:47 PM
Commissions Setup History
Commissions Setup history captures changes made to Commission variables, Pay plans, and Tolerances. To view Commission Setup history, follow Commissions...
Mon, 4 Nov, 2019 at 1:07 PM
Reconcile History
Reconcile setup for your processes now have their own history page. This allows you to track any changes made to the reconciliation setup. The history e...
Mon, 13 Apr, 2020 at 10:48 AM