Customers - Financial - Default Commission 

Contacts


Adding Default Commission Contacts 

Step     Action  

  1.      Select {Financial} on the right-hand side of screen to auto scroll to 

             Financial section.

  2.      Select {New} under Default Commission Contacts. An Add New 

             modal window will open.  

  3.       Complete fields.  

  4.       Select {Save}. 


Deleting Default Commission Contacts

Step     Action

  1.       Select {Financial} on the right-hand side of screen to auto scroll to 

            Financial section.       

  2.       Select entries under Default Commission Contacts to be deleted by 

          checking boxes on the left-hand side. All entries can be deleted by 

          checking box to left of {New} under Default Commission Contacts.

  3.      Select {Delete}. A window will pop-up to confirm selected items to 

          be deleted.

  4.       Select {OK} to delete selected items. The selected item will be deleted and 

          will no longer appear on the list below Default Commission Contacts.