Who It’s For: All Users (Permissions Vary)

What It Does

The transaction page is your central hub for viewing, managing, and interacting with all transactions. It provides a sortable, customizable table with access to each transaction’s details.

Video Walkthrough

Accessing the Page:

• Navigate to Transactions from the left-hand menu

Page Layout:

• Table View showing all transactions as rows
• Columns include:
  • Action Menu (3 dots)
  • Transaction Name (often the property address)
  • Custom fields (e.g., Close Date, Assigned Agent, Status, etc.)

Views:

• Tabs across the top:
  • Active
  • Archived
  • Deleted
• You can scroll left/right to see more columns
• Total transaction count is shown at the bottom

Customizing the Table:

• Reorder Columns: Click and drag column headers
• Sort by Column: Click column header
• Filter: Each column has its own filter bar
• Show/Hide Columns: Use the column visibility menu
• Save Views: After adjusting the table layout, you can save your view for quick access later

Adding New Transactions:

• Click “Add New” in the top-right corner
• Requires permission to create transactions

Viewing and Editing:

• Eyeball Icon: Opens transaction details in the current tab
• Transaction Name: Opens transaction in a new tab
• More Actions Menu (3 Dots):
  • Edit
  • Delete
  • Manage Commissions

Note: All actions are permission-based.

FAQs

Q: Why can’t I edit a transaction?

A: You may not have permission — check your assigned role.

Q: Can I save different filtered views?

A: Yes. Filter the table and save your custom view.

Q: What happens when I delete a transaction?

A: It moves to the Deleted tab and is no longer active but still visible for reference.