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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 [[Configuration Menu|Configuration]], [[User Centric Interface]] [[Menu|menu]].
[[Image:Pers.png]]
2. Click the '''Transaction Types''' tab.
[[Image:Pers1.png]]
Transaction types are listed in the left panel, and created and updated in the right panel.
[[Category:System Management]][[Category:Personal 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 [[Configuration Menu|Configuration]], [[User Centric Interface]] [[Menu|menu]].
[[Image:Pers.png]]
2. Click the '''Transaction Types''' tab.
[[Image:Pers1.png]]
Transaction types are listed in the left panel, and created and updated in the right panel.
[[Category:System Management]][[Category:Personal Transactions]]
