Quotes commission report; employee field blank and searches box comes up blank

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Chris Johnson

Hey Guys,

When running the "Quotes Commission" report for a single employee, we are getting no options for employees. Typing in the box yields no results, and clicking the search icon and using that pop up window yields no results.

Our employees have the correct employer set in their contact profile, and they have their contact profile associated with their login credentials in the Users settings.

My best guess is the Flex subscription profile itself is missing a connection of some sort with the company's contact profile, or its connected to a different contact profile for some reason, but I cannot find a setting for that, or determine what contact profile the subscription is associated with.

Any help would be much appreciated.

Thanks

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  • Randy - Flex Staff

    Hi Chris Johnson,

    This is actually tied to the Resource Type "Employee Type" option. The system default is "Employee," but users are free to change that; there can be only one. If the Contacts are not associated with that Resource Type, they will not be seen as options in that list.

    If you continue to have troubles, please reach out to our support team via the app so we can assist you further.

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  • Chris Johnson

    Hi Randy,

    That did it! Thank you!

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