Changing the Status of a Transaction
As transactions come and go, it's important to manage the "Status" of the property. There are 3 different options:
Active: This label is to be used for transactions you are actively managing.
Closed: This label is to be used when your transactions close.
Note: This does NOT remove existing tasks, you can continue to complete any tasks scheduled after the Closing date
Archived: This label is for any transaction that falls apart, is cancelled, terminated, etc.
Note: This DOES remove any existing tasks from your To-Do List
To change the status of a Transaction, simply select the property you wish to edit from the "Transactions" page.
Once you open the specific Transaction page, click on the "OPEN..." button and select the "Details" page.
On the Transaction "Details" page, you can modify the details of the transaction using the dropdown on the right side, titled "Transaction Setup"
You can change the Transaction status and select the "Update" button at the bottom.
This Transaction will not display in the appropriate status on the Transactions Page.
Important Details to Note
Changing a Transaction to Archived status will remove all outstanding tasks
Changing a Transaction to Closed status will NOT remove all outstanding tasks. You can still complete post closing tasks even after changing the status to Closed.
Active: This label is to be used for transactions you are actively managing.
Closed: This label is to be used when your transactions close.
Note: This does NOT remove existing tasks, you can continue to complete any tasks scheduled after the Closing date
Archived: This label is for any transaction that falls apart, is cancelled, terminated, etc.
Note: This DOES remove any existing tasks from your To-Do List
To change the status of a Transaction, simply select the property you wish to edit from the "Transactions" page.
Once you open the specific Transaction page, click on the "OPEN..." button and select the "Details" page.
On the Transaction "Details" page, you can modify the details of the transaction using the dropdown on the right side, titled "Transaction Setup"
You can change the Transaction status and select the "Update" button at the bottom.
This Transaction will not display in the appropriate status on the Transactions Page.
Important Details to Note
Changing a Transaction to Archived status will remove all outstanding tasks
Changing a Transaction to Closed status will NOT remove all outstanding tasks. You can still complete post closing tasks even after changing the status to Closed.
Updated on: 10/18/2024
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