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Contact Overview Menu: Transactions

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. 

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