With May's updates, you can filter and view activities that are past due and due today on your Activities Dashboard, and set your time zone in Profile & Settings > My Account > Your Info. You can also export commission rate tables and payee schedules.
05/30/2019 - Export Commission Rate Tables & Payee Schedules
05/21/2019 - Filter and view Dashboard activities by Past Due & Today again and set your time zone
05/30/2019 - Export Commission Rate Tables & Payee Schedules
Rate Tables & Payee Schedules
With this update, you can export your commission rate tables and payee schedules, and see all the details in one place. Review for any discrepancies and make sure you’re not missing anything.
Rate Tables |
Payee Schedules |
Commission Settings
To improve navigation in the Commission section, we added a left-hand navigation panel to the Commission Setting pages.
Import Carrier Data
By adding the left-hand navigation panel to Commission Setting pages, we separated the tabs for import map settings from the Import Carrier Data page. We added a link so you can still access these settings from this page.
Before |
After |
05/21/2019 - Filter and view Dashboard activities by Past Due & Today again and set your time zone
Activities Dashboard
We've heard that you would benefit from seeing activities that are past due and due today on your Activities Dashboard so we added a Past Due & Today view that includes both.
My Account
We added time zone settings to Profile & Settings > My Account > Your Info, so you can now set your time zone. You no longer need a system administrator to help you set it.
Make sure your time zone is set correctly because your time zone will change how you see and interpret due dates and times for activities, and last updated timestamps on records and reports.
Activities
When creating a new activity, you may notice that it is automatically assigned to yourself. With this update, you have one less setting to remember when creating tasks and reminders for yourself. Please note, you still have the ability to manually assign them to someone else.
We're here to help. If you need anything, feel free to send us an email at help@agencybloc.com. Also, let us know what you think of the update. Have a good one!