ordering transactions / transactions quick views
j
jeff
When sorting the current transaction by status (active pending closed etc.) The transactions are sorted alphabetically by name instead of in the order of the transaction sequence.
Are we able to order/sort the list by transaction status to where it orders them in order of transaction stages instead of alphabetically?
Pre-listing, active, pending, closed etc
Essentially each chronological stage of deal could be assigned a number value (clicking the transactions column to order by transaction status it will order pre-listing first ,then active, then pending, then closed etc)
This could also be accomplished by creating click filter buttons at the top of the list to quick filter deals by transaction type
Javier Alvarez
Hello Jeff,
Currently, the Transactions Module is organized by the created date of the transaction file. However, you can always utilize the filters located in the top right-hand side of the page to narrow down your search based on various filter options. Additionally, you have the option to click on any of the columns to temporarily rearrange the order based on the Transaction Status, address, or other options provided by the column.
If you have any further questions, please don't hesitate to reach out to us at support@realtybackoffice.com, and we'll be more than happy to assist you.