Updated Articles

  1. Transaction Labels

    Last Updated: 05/19/2025 in Guides Topics Transactions Transaction Labels
    Transaction Labels help your team quickly identify the type of each transaction — like Residential, Commercial, or Rental. They appear on the Transactions List and can be used to automatically assign checklist templates based on the label your off...

  2. Transaction Labels

    Last Updated: 05/19/2025 in Guides Topics Transactions

  3. Use Transaction Labels

    Last Updated: 05/19/2025 in Guides Topics Transactions Transaction Labels
    Require Transaction Labels Apply a Label to a Transaction Auto-Assign Checklists Based on Label Filter by Transaction Label

  4. Remove a Transaction Label

    Last Updated: 05/19/2025 in Guides Topics Transactions Transaction Labels

  5. Rename a Transaction Label

    Last Updated: 05/19/2025 in Guides Topics Transactions Transaction Labels

  6. Add a Transaction Label

    Last Updated: 05/19/2025 in Guides Topics Transactions Transaction Labels

  7. See Your Custom Transaction Labels

    Last Updated: 05/19/2025 in Guides Topics Transactions Transaction Labels

  8. How Transaction Labels Work

    Last Updated: 05/19/2025 in Guides Topics Transactions Transaction Labels

  9. Transaction Labels

    Last Updated: 05/19/2025 in Guides Topics Transactions Transaction Labels
    Transaction Labels are used to classify your transactions — most often by property type, like Residential , Commercial , Rental , or Land & Lot . Labels appear next to the transaction name, giving your team instant context and helping wit...

  10. Automatic Side Detection

    Last Updated: 05/19/2025 in Guides Topics Transactions