Commission Tracker
Commission Tracker Wing Tip of the Week

 Notes  
Welcome to our "Weekly Wing Tip" from The Commission Tracker Owl!
This week we are going to talk about:

 

 

Agent, Carrier, Client and Policy screens all have the ability for you to store notes.

Enter Notes SS 

When there have been notes stored in any of these screens you will know by the "Enter Notes" tab will now say "Show Notes" and it is now "red".

Show Notes SS 

This can be important if you have more than one person entering information. 

It's a great feature for facts that you don't want to forget.

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