In this video, Evan explains how to manage agent names effectively to ensure uniformity across reports and payroll.
He introduces the new feature called Agent Name Wizard, which allows users to consolidate different variations of an agent’s name into one standard format.
This simplifies payroll processing and reporting by ensuring that all instances of an agent’s name are corrected to a single entry.
Evan encourages users to start using this feature to avoid confusion and streamline their workflow.
