Remove Agents from Transactions with Prior Written Period
Right now, when an agent adds in an agent to their Commissions tab, we aren't able to delete agents from it the Written Period is in a prior EOM period. When there is a change needed, the only way that has been given to us to change it is to terminate the Commissions tab and have the agent create a new one. Frustrating to all parties involved. We need to be able to delete agents from Commissions tabs at all times up until it's been posted.
4
votes
Tristan Andrews-Preston
shared this idea
This is not possible at the time. We report on a monthly basis and so this would throw off all of our historical reporting. This will follow our business rules. Please remove Associates from Transactions as soon as possible to avoid this! :)
