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ContentsIndexSearch Results
  • Welcome
  • Support
  • Getting Started
    • Login Screen
    • Policy List
    • Policy Search
    • Policy Terms
    • Status Bar
    • Deleting Demo Data
    • Create New Agent
      • Agent Contact Info
      • Agent Address
      • Agent Phone Number
    • Create New Carrier
      • Carrier Contact Info
      • Carrier Address
      • Carrier Phone Number
    • Create Carrier Commission Tables
      • Flat Commission Table
      • Scheduled Commission Table
      • Graded Commission Table
      • Pay Per Subscriber
      • Carrier Commission Table Versions
    • Create New Policy Type
    • Create New Client
      • Client Contact Info
      • Client Address
      • Client Phone Number
  • Create New Policy
    • Policy Information Section
      • Policy Number
      • Policy Status
      • Origination Date
      • Term Effective Date
      • Term Renewal Date
      • Policy Type
      • Revenue Group
      • Primary Agent
      • Agent ID Assigned By Carrier
    • Carrier Payment Details Section
      • Term Number
      • Premium Per Payment
      • Number Of Payments Per Term
      • Number Of Payments Paid In Advance
      • Carrier Table
      • Commission Per Payment
    • Auto Receive Payments
    • Policy Examples
      • Policy Example 1
  • Agent Commission Splits
    • Carrier Table Agent Splits
    • Carrier Table Agent Splits (Using Agent Levels)
    • Carrier Table Agent Splits (Using Agent Uplines)
    • Multiple Primary Agents
    • Manage Agent Levels and Uplines
    • Policy-Specific Agent Commission Split Table
      • Agent Commission Split Table AutoFill
  • Agent Commission Advances
  • Agent Licenses
  • Receiving Payments
    • Receive Payment Button
    • Reconcile Carrier Statement (NEW!)
    • Import Carrier Statements (NEW!)
    • Errors - Import Carrier Statement (NEW!)
    • Report of Import or Reconcile Session
    • Reverse Import or Reconcile Session (NEW!)
  • Payment History
  • Partial Payments and Chargebacks
  • Renewing Policies
    • Manually Renew a Policy
    • Renew Policies (by Carrier)
    • AutoRenew Policies
  • Update Polices (by Carrier)
  • Delete Policies
  • Options Menu
  • Tools Menu
    • Update Payment Tables
    • Delete Policies
    • System Options
  • Importing Policies and Payments
    • Special Instructions for CT Cloud Users
    • Import Policies
    • Reverse Import Policy Session
    • Import Carrier Statements (NEW!)
    • Import Agent Commission Splits
    • Import Agent Advances
  • Reports
    • Exporting Reports to Excel
    • Searching within a Report
    • Agent Commissions Earned Report (and Email as PDF attachment)
      • Detail (Percent of Commission)
      • Detail (Percent of Premium)
      • Detail (Hybrid)
      • Detail (By Carrier)
      • Detail (By Carrier with Premium)
      • Detail (By Primary Agent)
      • Detail (with Year-To-Date Total)
      • Annual (By Client)
      • Annual (By Carrier)
      • Summary Only
    • Accounts Receivable
    • Payment Discrepancy Report
    • Book of Business
    • Actual vs. Expected Commissions
    • Agency Payments Received
    • Commissions by Carrier
    • Commissions by Client
    • Commissions by State
    • Commission Tables
    • Policies by Renewal Date
    • Policies (NEW!) Report
    • Policies by Status
    • Policy Error Report
    • Predict Commission Report
  • Advanced Features
    • Database Backup For Cloud Users
    • Database Backup For Local Users
    • Parent Company / Sub Client
  • Commission Tracker Cloud
    • Connection Instructions
    • Download the Remote Connection Software (All Platforms)
    • Password FAQ
    • Saving A Report as PDF
    • MAC Printing From The Cloud
  • Video Tutorials
    • Delete Demo Data
    • Add New Agent
    • Add New Carrier
    • Add New Client
    • Add Flat Carrier Commission Table
    • Import Carrier Statements (NEW!)
    • 15 minute Getting Started Video
  • Error Messages
    • Database Errors
    • Windows 10 Automation error
  • FAQ
    • Can a client have more than one policy?
    • Can I import my existing policy data into Commission Tracker?
    • Is there a limit to the number of policies that can be entered into Commission Tracker?
    • Is it possible to set up a policy with commission splits BEFORE the policy number
    • Can we purchase a network version of Commission Tracker?
    • Reports do not print clearly. What is causing the problem?
    • The size of our Commission Tracker database file is 2.7 meg. Is this ok?
  • Utilities
    • Repair Database
  • Full Purchase Version
    • Installation
      • System Requirements
        • Turn on UAC for Vista 32 bit
        • Do I have Vista 32 or 64 bit?
      • Registration
      • Single User Install
      • Network Install
      • Database Path
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HelpConsole 2012 - Professional EditionCopyright © 2004 - 2010 Extreme Ease Software Inc. All Rights Reserved.


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