Release Notes highlight the recent product updates so you can stay up-to-date on what's new.
Here is a summary of the changes for made in the month of April:
Define Commission Map Names
You can now enter custom name for your Commission Import map
Updated Standard Format File
On 4/26/2016, we released an update to the Standard Format commission map. This update may affect older saved versions of Excel files. If you receive an error while importing your saved file please download the new Standard Format file, copy your data to the new file and re-import.
Policies Report: Now includes a Type Column for Individuals and Groups.
Commission Actual vs. Expected: Now includes Individual DOB and SSN.