View source for What are Personal Transactions?

Personal transactions provide you the ability to create specific types of records that are associated with specific [[Role|roles]].  Because you can create any number of records they are called “transactions”.

For example, if you need to store education records about employees you would define a [[Personal Transaction|personal transaction]] named '''Education''' to reflect each education record.

Each contact could then have any number of education records associated with their profile.  Each [[Personal Transaction|personal transaction]] type consists of some standard fields that you can choose to use, plus [[Custom Fields|custom fields]] that you add to the transaction type.

Once you have created the transaction type it will be displayed as a tab under the [[User|user]] profile.  If the [[User|user]] is associated with multiple different transaction types these will be displayed in a set of tabs.

Any number of transaction types can be created within a single instance.

1. Click the ''Transaction Types'' hyperlink on the [[Global Settings]] menu under the [[Company & Account Settings]] heading.

[[Image:TransactionTypesHyperlink.png|link=]]

2. Ensure that the "People" Transaction Type is selected from the Transaction Type selection dropbox.

[[Image:TransactionTypeChooser.png|link=]]
 
3. Click the ''New'' button. 

[[Image:PeopleTransactionTypeFullPage.png|link=|850px]]
 
Transaction types are listed in the left panel, and created and updated in the right panel.

[[Category:Transactions]]