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Transaction Search Page
The Transaction Search Page is a powerful, time-saving tool for managing multiple files. It lets you switch between commonly referenced transaction lists us...
Fri, Oct 31, 2025 at 10:19 PM
Contact Search Page
The Contact Search Page is a powerful tool for managing your database. Use saved views with customizable columns to quickly organize contacts, check off tas...
Fri, Oct 31, 2025 at 10:25 PM
Task Search Page
The Task Search Page brings all your tasks—across both transactions and contacts—into one easy-to-manage view. It allows you to switch between saved views a...
Fri, Oct 31, 2025 at 9:57 PM
FAQ :: Searches In AFrame
When using AFrame, it can be very important to be able to easily search for specific contacts or transactions. Fortunately, we made this quite simple. By us...
Fri, Oct 31, 2025 at 10:07 PM
FAQ :: Contact's Linked Transactions
Contact Detail Page You can find the past transactions under the transaction tab on the contact's information view. Search for the contact/manage...
Thu, Oct 9, 2025 at 10:02 PM
FAQ :: Tasks Missing
If you are looking at your daily focus and do not see your tasks for a transaction but they are listed in the transaction task tab, then check out the follo...
Thu, Oct 9, 2025 at 10:18 PM