follow up to commission conference call

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jayschwartz10

23 Jan, 2018 08:50 PM

Just wanted to know if you have addressed the issues that were mentioned on the call.

  1. Support Staff 1 Posted by Connors on 24 Jan, 2018 08:09 PM

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    Looks like we have fixed the issue...Both Commission amounts for Ida (and others) should be the same. Something in the code was hanging up the display.

  2. Connors closed this discussion on 24 Jan, 2018 08:09 PM.

  3. Jay Schwartz re-opened this discussion on 24 Jan, 2018 08:26 PM

  4. 2 Posted by Jay Schwartz on 24 Jan, 2018 08:26 PM

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    Connor

    Does not seem to be working. Can you call me. 5617162287. I am in front of my computer till 4pm eastern

    Sent from my iPhone

  5. Support Staff 3 Posted by Connors on 30 Jan, 2018 06:36 PM

    Connors's Avatar

    Jeremy,

    This was the commission update wher there were differences in the info bar
    versus commission section.

    Was it a mass update or just the one client you updated?

  6. Support Staff 4 Posted by Strouse on 30 Jan, 2018 06:42 PM

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    It was just the one client that I updated. Saving a client again should fix any others that aren't correct.

  7. Strouse closed this discussion on 30 Jan, 2018 06:42 PM.

  8. Jay Schwartz re-opened this discussion on 30 Jan, 2018 11:35 PM

  9. 5 Posted by Jay Schwartz on 30 Jan, 2018 11:35 PM

    Jay Schwartz's Avatar

    This is not working. We need another call.

    Sent from my iPhone

  10. Support Staff 6 Posted by Connors on 01 Feb, 2018 05:35 PM

    Connors's Avatar

    Jay,

    Can you give us a few Client Names so we can research first?

  11. 7 Posted by Jay Schwartz on 14 Feb, 2018 03:25 PM

    Jay Schwartz's Avatar

    ---------- Forwarded message ----------
    From: Jay Schwartz <[email blocked]>
    Date: Fri, Feb 9, 2018 at 2:52 PM
    Subject: Re: revenue reports [Problems #4786]
    To: Connors <[email blocked]>

    Date Range (this month), Agent (ALL), Carrier ( Mutual of Omaha),Product(G),and
    Group I tried product ,carrier and agent

    I was hoping to capture from the revenue report the following:

    Eample:

    new client commission $300 commission for year

    new client commission $300 commission for year

    Renewal income $25 1/12 of the annual renewal of 300
    Renewal income $25 1/12 of the annual renewal of 300
    Renewal income $30 1/12 of the annual renewal of 360
    Renewal income $40 1/12 of the annual renewal of 480

    silver script $2020 20 new clients @ 1 time commission
    $101

    TOTAL $2740

    I noticed that under reports the renewals tab has nothing set up. Could
    this be my problem.

    Jay

  12. Connors closed this discussion on 06 Apr, 2018 07:24 PM.

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