Managing New and Existing Transactions
Add a new transaction
This tutorial takes you through the process of adding a transaction to your client folder within NexOne Agent.
Click on your client and click on the “Add Transaction” button.
2. Enter all relevant transaction information.
To manage an existing transaction
Click on your client, hover over the transaction and click on the info button.
2. Manage and update the transaction information and press on “Save” to keep all your changes.