How To Create/Edit Commission Records In Ascendix Search

    Learn how to create/edit commission records in Ascendix Search

    The alternative way of adding commission records can be directly from the Ascendix Search.

    To do that, follow the steps below:

    1. Go to Ascendix Search and search for the Commission object.
    2. Let’s imagine we want to add commission to the existing deal “Dallas Country Club.”Graphical user interface, text, application, email

Description automatically generated
    3. Click the Search button.
    4. Then click the plus icon, select the Commission type, and click the Next button.
    5. Fill in the fields in the form:
    6. Click the Save button to close the window, the Save & New button to create another commission, or the Cancel button to return to the search result.

    Also, instead of creating new commission records, you can edit the existing ones:

    1. Select the record, and click the pencil icon:
    2. The new dialog window will appear where the deal and record type fields will be auto-populated by default:
    3. Input the new values into the fields and click the Save button.