Transaction reports from Prospect

Owned by Regis Bassy Koffi (Unlicensed)
Last updated: May 12, 2022
1 min read

As an administrator, it is possible to create transaction reports by importing the information from Prospect.

  1. Go to Transactions > Transaction Reports > Importation Prospect.
    Add the Prospect transaction report ID and click Next

     

  2. Validate clients who are transferred from Prospect and click Save

 

The names of the clients are from Prospect.
In addition, one can link these clients from Prospect with clients of Listing folders in NexOne; however, it is not mandatory to choose a client to link.

Currently, clients FINTRAC information from the NexOne Listings can be imported

Done!