Adding Rank Values to the Database
In the process of creating your compensation plan with the XML Compensation Plan Editor, you defined Rank <rules>
.
For example:
<Rule Name="Gold" Description="Gold level rank">
<And>
<MeetsRule Rule="Silver" />
</And>
<Result>
<SetRank Rank="20" />
</Result>
</Rule>
To use these Ranks in the system, you'll have to manually add the Rank names (for example, Gold) and values (for example, 20) to the CRM_Ranks table in the Database using the Data Editor.
Entering Rank Values
-
In the Data Editor, search for and select the CRM_Ranks table.
-
In the Rank column, click the first field and enter your first rank name.
-
In the RankID column, enter the first rank's corresponding value.
-
Click the checkmark to save the change to the row.
Repeat the steps for each rank.
Updated almost 4 years ago
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