The Transaction Search Page is a powerful time-saving tool for managing multiple files. It lets you switch between commonly referenced transaction lists using saved views with customizable columns, and complete common actions—like checking off tasks, managing dates, and uploading attachments—directly from the page without needing to open each transaction. In this article, we’ll walk through everything the Transaction Search Page has to offer to help streamline your workflow.

TABLE OF CONTENTS

Accessing the Transaction Search Page

You’ll find the new Transactions page in the left-hand menu. This opens a dashboard-style view of all your transactions with customizable search tabs at the top and a grid layout of your transaction data below.



Creating & Managing Views

At the top of the page, you’ll see a set of tabs—these are your custom views. These are great for those commonly searched transaction criteria.



Create New Views

To create a new view in AFrame, start from the All (default) view or any existing view, then click the + icon in the top right corner. A popup will appear where you can name your new view and add a description. Once created, you can customize and save it using filters and column settings (explained below).




Saving Views

After applying filters or customizing your view, be sure to save it to retain those changes. A * next to the view name indicates there are unsaved changes—click the Save icon to update the view with your latest settings.




Managing Existing Views

To manage your existing views, click the Manage Views button. From there, you can edit the name/description, duplicate a view, delete views, reorder them, and enable team access to share a view with standard users in your account.




Sharing Views

To access shared views, click the “Manage Views” button and switch to the Shared Views tab. Here you’ll find predefined views shared by AFrame and any views shared by other standard users in your account. You can click create view to make your own editable copy in your profile.



Customizing Views

Once you’ve created or opened a view, you can customize it to fit your workflow by applying filters and adjusting which columns are displayed.


Filters

The Filters panel lets you narrow down your transactions using a wide range of options. You can:

  • Filter by status, closing date, roles, pending items, and more

  • Use dynamic date filters like “within 5 days from today” or “next month”

  • Combine multiple filters at once to create advanced, targeted views




Customize Columns

In addition to filters, you can customize which columns are visible within your views to better organize and prioritize your transaction data:

  • Add, remove, and reorder columns to suit your workflow

  • Set primary (orange carrot) and secondary (gray carrot) sort order for how rows are displayed

  • Include your custom fields as visible columns for more personalized tracking



Reminder: If you make any changes to your view, be sure to save them. An Asterisk (*) next to the view name indicates there are unsaved changes.


Other Features

Actionable Drawers

The actionable drawers let you manage tasks, dates, and attachments directly from the transaction search page—no need to open each transaction. Just click the icons in the respective columns to open the drawers. If the items list is too long, use the filter icon at the top of the drawer to narrow down what’s shown.

  • Tasks: Complete and manage tasks; counts indicate due today (orange) and overdue (red)
  • Dates: Check off and manage deadlines; counts indicate due today (orange) and overdue (red)
  • Attachments: Upload and manage documents; counts indicate open optional (navy) and required (red)



Note: After making changes in the action drawers, click the view's title to refresh the data and update the column counts.


Related Articles: Task Tab, Dates Tab, Attachments Tab



Edit Menu

The Edit menu enables you to take action on multiple selected transactions at one time. Currently, its only option is to delete multiple transactions at once.




Connect Menu

The Connect menu enables you to take action on multiple transactions simultaneously. 

  • Send Batch Emails
  • Prospect Contacts



Related Articles: How to Send Batch Emails (SendGrid), Prospecting



Export Menu

The Export menu enables you to download and generate content for multiple transactions at once.

  • Export To .CSV (spreadsheet)
  • Letter Merge (combined PDF with selected email/letter template for each transaction)



Related Articles: Exporting Transactions To .CSV



Reports Menu

The Reports menu lets you quickly gather insights from multiple transactions at one time.

  • Run Predefined Reports
  • Generate a Properties Map



Related Articles: Reports