Broker Center
How to Access
Access the Broker Center by selecting Broker on the main button bar.
View Options
Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.
Use the Broker Center to set up broker accounts for attachment to customers, enter default commissions for brokers, access a broker's transaction list, view a broker's customer accounts receivable balances, and to initiate receipts, checks, journal entries, and certain reports involving broker accounts. In AMS360, customer accounts are flagged as a broker's customer and the appropriate broker is selected in Customer Setup. You must create the broker account in the Broker Center before attaching it to a customer.
When you first access the Broker Center, all brokers are displayed in the grid. AMS360 remembers the last brokers searched (up to 10) and displays them for you in a list.
By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:
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Use the arrows at the bottom of the page to view additional pages.*
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Set the Max # of Records Returned field to a value greater than 100 in View Options.*
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Use View Options to filter the results of your search.
For more information, see How to Sort Lists and Setting View Options.
*Not available for all lists.
Once a broker is selected from the Search Results list, that broker's page appears enabling you to view or take action on information specific to that broker.
Sidebar menus: