To find info on complimentary credits given to a customer:
1 - Go to Reports.
2 - Click Operations.
3 - Click "View" for Complimentary Credits.
4 - Set an expansive date range. When we investigate complimentary credits given to a specific customer, we typically set the date range from when the customer created their account to today.
5 - Export the report to Excel.
6 - In Excel, filter for the customer using the Customer Full Name field to find all complimentary credits given to the customer account you're investigating.
7 - The Broker Full Name column will list the employee who gave the complimentary credit to the customer.
