With the system transition coming Tuesday we recommend exporting the following data from the current system. You will have through the end of July to do this, but we encourage you to do this sooner vs. later.

Below are directions on where you can find the following data to download:

Order History:

  • For Personal Orders: ‘Go to My Orders’, then click ‘My Personal Orders Report

  • For Customer Orders: ‘Go to Customers’, then click ‘My Customers Orders Report’

Commission Statements:

  • Go to ‘Commissions’, then click on ‘My Earnings Grouped by Month’

Customer Contact info:

  • Go to ‘Customers’, then click on ‘My Customers Report’

Current Customer Subscription information:

  • Go to ‘Customers’, then click on ‘My Customer Subscriptions’

Great news! 

Since you can now get into your new dashboard, you can UPLOAD any reports you’d like saved for future use. Simply log in and click on your Toolbox tab, then uploading them “My Files!” 🥳

 

Should you have any questions, please reach out to Customer Care by calling/texting 386-263-8776 or email hello@tradesofhope.com

business update