This guide demonstrates how to locate and filter a transaction history report specifically for one Affiliate and one Customer. This is useful to separate transactions if the Affiliate is linked to more than one Customer.
1. From the Main Menu, click "Brokerage"
2. Click "Affiliate History By Affiliate"
3. Click the "Start Typing To Search For A Contact" field to start entering the Affiliate name.
4. Click on the Affiliate from the drop down options.
5. Click this search field at the top of the Customer/Vendor column.
6. Type the Customer name. The report will now only display transactions involving the chosen Affiliate and Customer.
NOTE: This process applies to Affiliate linked Vendor transactions also.
