Hello,
We would like to be able to quickly differentiate between open and completed transactions on the company and contact sheets.
Either by color, or by sorting by phase, or by hiding/greying out completed transactions.
Thank you in advance
In managing completed transactions within company and contact files, organization is crucial for maintaining efficiency and accessibility. Implementing a systematic sorting method ensures that records are easily retrievable and comprehensible. Typically, transactions can be categorized by date, type, or client post name to facilitate quick reference and analysis.