How to Search for a Transaction

This article describes how to conduct a Transaction search within the FORTH CRM using several search parameters and filters. Follow the steps listed below.

How to Access

1. Log in to the FORTH CRM.
2. Click the Enrollments tab.
   
3. Click Transactions from the Navigation Bar (see image above). 
4. The "All Transactions" page will then open (see the image below).

How to Use

There are two primary methods to conduct a transaction search. 

Option 1:

Use the Transaction dropdown menu at the top left of the page (see the image below). There are several pre-filled options to help save you time. OR

Option 2:

Complete the available filter fields shown at the top of the All Transactions page. Below is a description of those transaction search fields.

• Account - Filter by the assigned Account
• Trans ID - Search using the Transaction ID.
• Amount - Narrow search results by entering the amount of the transaction.
• Company - Filter by the assigned company
• Process Date - The date the transaction was processed.
• Return Date - If returned, the Date transaction was returned.
• Client - Search using the client’s name (first or last).
• Show - Provides a choice to show all transactions, not processed transactions, or processed transactions.
• Type - Type of transaction.
• Sub Type - Sub Type of transaction.
• Status - Search by the status of the transaction.
• Gateway - Payment Gateway that transactions are processed through
• Memo - Search by transaction Memo used for the transaction.
   

Once you have set your search parameters, click "Filter" next to the green and white plus-sign ( "+")  icon in the lower left to remove contacts who do not fit within your search parameters.  

The outcome will appear in a table below the search parameters (see example below).

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