Commission
Back Step Action 1. Select {Accounting} then select the Commission tab. 2. The search criteria that can be used include: Field Action Commission Contact Se...
Mon, May 30, 2022 at 3:22 PM
Back Step Action 1. Select {Accounting} and then select the Commission tab. 2. Select {Export} under Commission. Note: You may need to confirm the file to be ...
Tue, May 31, 2022 at 12:37 PM
Back Adding a New Commission Payment Step Action 1. Select entries for a new commission payment by selecting box to the left-hand side of each item. Only orders that ha...
Tue, May 31, 2022 at 12:33 PM
Back Smart Lists are an easy way to save common searches. A Smart List can be created from the following search pages: CRM > Customers CRM > Contacts Quotes/Orders (All quotes/order...
Thu, Apr 6, 2023 at 10:29 AM