Knowledge Base

How to Filter Through Transactions In RBO


If you ever need to look for a specific transaction file, this video is going to be very helpful as we break down for you how easy it is to search through transactions in RealtyBackOffice.

To do so, click on Menu > Transactions. Once in the Transactions module, instead of having to look at every single one of your transactions, what you can do is use the filter option that we have available that is located on the top right corner of the screen. Using the filter, you can search through transactions in many different ways including searching by the Agent Name or Username, Address, Agent Role in Transaction (Listing Agent, Selling Agent, etc.), Transaction Status (Open, Active, Pending, etc.), and several other search options. With this feature, you can definitely narrow down your search as much as you want.

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Updated on April 28, 2022