• How to Delete a Transaction (Use Archive)

  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-accePopular

• FAQ

  Frequently Asked Questions Quick answers to the questions we hear most. If you don't see yours here, send us a chat message — the blue bubble in the bottom corner of your screen — and a real person will get back to you. Can my assistant or team use Nekst? Yes! Our Solo Lite and Solo Pro plans are single-user accounts, where tasks can only be assigned to the registered account owner. To bring assistants, transaction coordinators, or other agents into your account — each with theiFew readers

• Where Are My Tasks?

  Where Are My Tasks? You logged in expecting a task list, and instead you're looking at an empty screen. Don't worry — your work isn't gone. An empty task list almost always comes down to one of four causes. Walk through them in order, and you'll find your tasks. 1. The transaction doesn't have a workflow yet Creating a transaction doesn't create any tasks by itself — tasks come from the workflow you add to the transaction. If you created a transaction but skipped that step, there's sFew readers

• How to Update the Email Address on Your Account

  How to Update the Email Address on Your Account Your email address is both your Nekst login and the place your notifications and daily task emails are delivered — so it's important to keep it current if you change brokerages, rebrand, or move to a new address. How to change it Email changes are handled by our team. To update yours: Send us a chat message — the blue chat bubble in the bottom corner of your Nekst screen (or this help site). Include the new email address you'd liFew readers