Managing New and Existing Transactions

Owned by Julian Castellanos
Last updated: Jan 07, 2022
1 min read

Add a new transaction

This tutorial takes you through the process of adding a transaction to your client folder within NexOne Agent.

  1. Click on your client and click on the “Add Transaction” button.

2. Enter all relevant transaction information.

To manage an existing transaction

  1. 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.