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Company transactions provide you the ability to create specific types of records that are associated with specific [[Company Client Categories|categories]]. Because you can create any number of records they are called “transactions”.
For example, if you need to store information about Board Members of a given organization, you could define a Company Transaction named '''Board Members''' to reflect each individual.
3. Click the ''New'' button.
[[Image:CompanyTransactionType FullPageCompanyTransactionTypeFullPage.png|link=|850px]]
Transaction types are listed in the left panel, and created and updated in the right panel.
==See Also==
* [[Transaction Status]]
[[Category:Transactions]]
