When you access a contact record in Redtail, you'll notice new menu items in your Left Menu Bar underneath Contacts (these menu items only appear when within a contact record):
Here we'll take a look at Transactions. If you click that option from this menu, you'll see the Transactions area for the Contact:
Clicking the Actions icon to the left of any listed Transactions gives you several options:
- Edit allows you to update any of the Transaction Details.
- If you click Post Transaction, --Posted-- will then display underneath the Trade Date for that Transaction so you can see at a glance it has been posted.
- Delete removes the Transaction from your database.
To add additional Transactions, use the Add button in the top right corner of a contact's Transactions area.