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How do I add a new attendee to a transaction on the transaction table?

  • Updated

Attendees help you track who was involved in a transaction, supporting clearer reporting and compliance. This guide shows how to add a new attendee directly from the Transactions table.

To add a new attendee to a transaction on the transaction table:

  1. Open the Transactions page.
  2. Select the transaction you want to update.
  3. Click on the Attendee field.
  4. In the dropdown, select Create new attendee.
  5. Enter the attendees' First Name.
  6. Enter the attendees' Last Name.
  7. Choose whether the attendee is a Staff Member or an External client or partner.
  8. If the attendee is external, enter their Company Name.
  9. Click Create Attendee.
  10. The new attendee will appear in the Attendees field automatically. 
  11. Click Update to save the changes.

The new attendee will be added to the transaction and will be available to select for future transactions.