Brokerage Engine Support

Internal vs. General Notes


In this article, we will review the differences between Internal notes and General notes. Both of these fields will be located in the Agent's Profile Details. 

Internal Notes:

  • These notes are only displayed on the Commission Details page and can only be viewed by admins with Commission or Accounting permissions. 
  • Would commonly be used to record any commission related details including special payout information.
  • If an agent has an internal note, it will display an icon next to agents name on the commission detail page

General Notes:

  • These notes are only recorded in the agent's profile details page and can be viewed by all admins.  
  • This section is where non-sensitive special notes could be added.

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