Release Date: June 9, 2019
Email threading reduces the time and complexity of reviewing emails by grouping emails by conversation. Email threading has been added to email integration functionality.
Supplier Custom Views
Build custom views with Supplier data to show columns such as Primary contact and Net billed this run and commission based reports around Supplier data such as First run, Last run, and Sales comm.
Rep ID has been the term used to identify the Rep assigned to commission items. The term Rep ID often caused confusion while setting up supplier matrices.
A Bypass Code is used to represent various different things from regions to contracts and is used in RPM as an optional way to segment commission rules along side Account Groups.
Access by Support
To enhance transparency when we access a subscription an access by support reason is required. For example, if we access a subscription to investigate a support ticket we'll provide Support as the reason and will add a link to the support ticket. You can also choose to receive email notification when we access your subscription.
Other Improvements & Changes
View Downloads and Sorting in Excel
Import of Assignment Code
Actions Due Report Now Shows Count of Actions Due, not the Count of Forms with Actions Due
Formula Fields can be Flowed Into Money, Decimal, Quantity, and Percent Fields
Re-Organization of Commission Item View Column Picker Options
Formula Fields Used in Reconcile Compare Values
Commission Import History - Origin Column Shows Transfer Subscriber
Country Column in Agency Views
Process View Column for Email
Process View Filters for Email
New Staff Privilege for User Reports