Web AppTransactions & Deals
How to Edit a Transaction on Web
Update transaction information on the go
Keep your records accurate by updating property information, managing documents, and tracking the transaction timeline.
- Open the Record: From the Transactions list or board, click the Property Address to open the overview drawer.
- Navigate Information: Use the top tabs to switch between:
- Overview: General property and party info.
- Timeline: Chronological history of the deal.
- Documents/Notes: Specific attachments and detailed logs.
- Modify Data: Click the Edit button at the bottom of the drawer.
- Update: Adjust any necessary fields in the two-step editor and click Save.
- Confirmation: A green toast notification will confirm the update was successful.