Edit custom fields in the commissions ledger

Edit custom fields for a single transaction or multiple transactions simultaneously in the commissions ledger.

Edit custom fields

Use the mass edit option to edit multiple transactions and multiple fields simultaneously or multiple fields for a single transaction.

1. Expand the compensation plans and select the checkbox for each transaction you want to edit custom fields for.

2. Click Mass Edit.

   

3. From the Field dropdown, select the custom field you want to edit data for.

4. In the Value column, type what you want to update the data to.

5. Optional. If you want to update multiple fields click the plus and complete the Field and Value fields.

   

6. Click Confirm.