The "Transactions" results page displays a list of all manually-entered transactions in the CRM.
All transactions will be visible to all network users, and all transactions are searchable on the Intranet.
Search for transactions via one or more of the criteria at the top of the transactions list.
Transaction statuses are color-coded for quick identification in the archive view.
All columns of the Transactions archive are sortable. Click the applicable header to sort by that column.
View our full Transactions video tutorial below.