**How to Delete a Transaction**

A common request is how to "Delete" a transaction in Nekst. We don't have the capability to delete transactions in Nekst since we want to avoid the consequence of people accidentally deleting a transaction. We offer the solution of changing the transaction to "Archive" status.

Archiving will remove all tasks from your dashboard
The transaction will move off of your "Transaction List" as it will no longer be an "Active File"
If you ever want to re-access the transaction, simply change it back to "Active" or "Closed" status and all notes, tasks and transaction parties will reappear.

To change the status of a transaction, simply select the transaction you wish to edit from the "Transactions" tab on the top navigation bar.

When you have selected the transaction, click on the (OPEN...) button and select "Details" from the dropdown.



On the right side is a list of details for the transaction under the heading of "Transaction Setup".



Select the dropdown under status and select "Archived" and then "Update



Active: This label is to be used for properties in which you are actively managing at the moment.
Closed: This label is to be used when your properties close.
Archived: This label is for any property that falls apart, is cancelled, terminated, etc.

Updated on: 10/18/2024