Contact Detail Page
You can find the past transactions under the transaction tab on the contact's information view.
- Search for the contact/managed agent.
- Select the name.
- Select Transaction Tab.
Transaction Search Page
You can narrow a view on the transaction search page by applying the name filter.
- Open Transactions Search Page
- Click the Filters icon
- Search for Name filter
- Apply Filter
Direct Link: https://www.aframeonline.com/afs/app/r/search-transactions
Advanced Search
You can use the advanced search with filters to quickly locate a specific list of transactions.
- Open the Advanced Search
- Add the Contact's Name (and any other filters you want to apply)
- Search
Direct Link: https://www.aframeonline.com/afs/app/SearchAdvanced.action
Quick Search
You can find past transactions for your managed agents by conducting a quick search for the agent's account. This option is preferred if you plan to export the data into a spreadsheet.
- Use the Quick Search Bar to select the Agent's Name.
- Select Transactions.