Here are the following Release Notes from 02/13 to 02/17:
What is the change? | Who did it change for? | Where did the change occur? |
New Renew Button for Commission Schedules - We have added the Renew button to the Commission Schedule Detail page. This button allows users to manually update commission schedules and apply them to all of the agent's open transactions. | Users with System Admin permissions. | Navigate to Transactions (dashboard menu) > Commission > Commission Schedules > Locate Desired Agent Name > Click Green Plus Button > Click View Details Button > Click Dropdown button next to Edit Details button > Click Renew button. |
New Auto Renew Options Section for Commission Schedules - We have added the Auto Renew Options section to the Commission Schedule page and within this section users will be able to select different options for renewing a commission schedule. It includes the new Auto Renew field includes a dropdown menu that allows users to dictate whether a commission schedule will automatically be renewed by selecting either "Yes" or "No". It also allows users to select between four different renewal types. | Users with System Admin permissions. | Navigate to Transactions (dashboard menu) > Commission > Commission Schedules > Locate Desired Agent > Click View Detail icon > Click Edit Details button > Locate Auto Renew? field > Click Dropdown menu > Click Yes |