• 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-accesSome readers

• How to Copy a Workflow

  How to Copy a Workflow Once you create a workflow, you can easily make a copy to create a similar workflow based on the structure you have built. Go to the "Workflows" page and select your workflow from the Dropdown. Click on the ( Edit ) button to reveal a drop down and select "Copy Workflow" Edit Plan Dropdown You will immediately be asked to create a new Workflow name as wFew readers