Link/Unlink a Transaction to a Listing/Client's File

Link a Transaction to a Listing


1. In the Transaction search area, click on your Transaction address


2. Click on Edit



3. Click on "Link to a Listing" on your right hand



4. Select the corresponding Listing by checking if it's the right information: Address, MLS number & contract number


5. Your Transaction in now linked, you can click on Open associated listing to view it


Link a Transaction to a Client's File


1. In the Transaction search area, click on your Transaction address



2. Click on Edit



3. Click on the Clients tab



4. Click on Add a Client, enter your Client's information and click Save


Note:

Make sure to fill at least the required fields: Fist, Last Name, Type & Company.



5. Click on "Link to a Client's File" on your right hand


6. Select the corresponding Client's File by checking if it's the right information: Office, Clients & Status. Then click "Save"


7. Your Transaction is now linked to your Client's File, you can click on Open associated Client's file to view it



Unlink a Transaction from a Listing


1. In the Transaction search area, click on your Transaction address



2. Click on Edit



3. Click on Remove link with Listing, then Save


Unlink a Transaction to a Client's File


1. In the Transaction search area, click on your Transaction address



2. Click on Edit




3. Click on Remove link with Client's File, then Save