Brokerage Engine Support

Internal vs. General Notes


Overview:

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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