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Commissionly May Newsletter
All about the newsletter - Why your ISO needs to automate residuals, adding individual lookup tables to the main menu and much more
Patrick McCarthy
May 10, 2024
With the start of May, we at Commissionly want to ensure you haven’t missed out on any new updates. This is your one-stop shop for all the latest ways to save money, and time and eliminate errors so you can become more productive and reach higher levels. Here is our May update!
Latest Tips and Tricks
How to add individual lookup tables to the main menu Commissionly provides the option to include individual lookup tables in the main menu for convenient accessibility and to make your life easier. | Reorder opportunity fields in the report with drag-and-drop We've replaced the traditional up and down buttons in our custom report feature with a drag-and-drop functionality for re-ordering opportunity fields. Enjoy an easier way to move fields around. |
Quote from the Team
 | “At Commissionly, we are committed to ensuring your success and well-being. Please remember that our team is always ready to support you, and you can directly contact management with any concerns or suggestions you might have.” - Patrick McCarthy CO-Founder & CTO |
Commissionly Blogs
Why Your ISO Needs to Automate Residuals This article explores the criticality of automated residual calculations and analyses how Commissionly, as a cutting-edge solution, is reshaping the landscape for ISOs. | What Makes a Good Sales Commission Software When looking at sales management, the need for efficient and reliable sales commission software is very important. Let’s explore the criteria to consider when choosing a sales commission software. |
New Features
Lookup and Calculated Field colours are now customizable You will notice that some Opportunity fields are underlined with a blue or pink colour. Pink indicates a calculated field and blue is a Lookup field. You can change individual field colours by going to Settings -> Opportunities. | Importing Data in CSV XLS & XLSX file formats Commissionly now supports data import from the CSV format and XLS and XLSX file formats. To import data, follow the steps below. |
Did You Know?
Custom Reports: We can replicate one of your internal reports in a colour scheme and layout that aligns with your preferences. In addition, we can make it exportable, enabling you to share it with your team effortlessly. Please let us know your requirements, and we'll cover the rest.
Extended Support Plan: We are now offering an add-on support package for just $200 per month, which includes an extra three hours of support from our dedicated team. This way, you can get the help you need to make the most of our services. If you're interested, just let us know, and we'll set it up for you.
💐 Happy Mother’s Day ❤️
This month, as we celebrate all the amazing moms out there, we just had to take a moment to send love and gratitude to the moms who hustle hard, juggling work, family, and everything in between. Here's to you, the heart and soul of our daily lives! Take some time to pamper yourselves, kick back, and soak in all the love this Mother's Day. You deserve every bit of it!
From Everyone at Commissionly 💐💖
About Commissionly and How to Book a Demo
Commissionly is a fully automated sales commission software that saves time and money, eliminates errors and improves productivity. Intelligent commission payments are made simple.
Click the link below to book a demo with us and find out how Commissionly can help you succeed without the hassle.