Overview
Commission custom fields let you capture agency-specific data on commission records — a Territory dropdown, a Notes text field, an Audit Flag checkbox, and more. Custom fields appear on commission records during import and on the statement detail page.
Where to Find Commission Custom Fields
- Go to Settings > Configuration Settings > Custom Fields in the main navigation.
- Select the Commission Custom Fields tab.
Available Field Types
| Field Type | Description |
|---|---|
| Custom Text | Free-text input for short strings — identifiers, names, notes. |
| Date | A date picker field. |
| Dropdown | A select list with options you define. Users pick one value. |
| Currency | $ amount input. |
Creating a Custom Field
- Click Add Custom Field.
- Enter a Name — must be unique within your account.
- Select a Field Type. For Dropdown fields, add the options users can select.
- Click Save. The field is immediately available on all commission records.
Reordering Fields
Drag and drop any field to change its display order on commission records.
Editing or Deleting a Field
- Click the edit icon to update a field's name or dropdown options.
- Click the delete icon to remove the field permanently.
Warning: Deleting/changing the field type of a custom field removes all data stored in that field across every existing commission record. This cannot be undone.
Using Custom Fields During Import
Custom fields appear as mapping targets in the column mapping step — map a column from your carrier file directly to a custom field to populate it automatically on import.
Using Custom Fields on a Statement
On the statement detail page, click the Custom Fields button on any commission row to view and edit that record's custom field values.