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 On your Jetpack CRM dashboard, go to Transactions > Export, as seen here: Select (or de-select)...
How do I create a Transaction? Make sure Transactions are activated from Jetpack CRM > Extensions > Core Modules. Create your Transaction To create a transaction,...