How do I search Transactions Transactions are the ‘payment’ objects that sit inside Jetpack CRM. Generally these are created on the back of invoices (especially...
Importing Transactions into Jetpack CRM with CSV Importer PRO This guide will cover a basic import of transactions, with assignment to contacts or companies, into Jetpack CRM. We will...
Exporting Transactions How to Export Transactions There are two ways you can export transactions from Jetpack CRM. Option 1 Option 2
How do I create a Transaction? First, you’ll need to make sure transactions are enabled. Follow these steps for that: You can find detailed instructions for...