CRM User Guide Transactions

I Imagine Life CRM Transactions

The CRM Transactions is the hub to your I Imagine Life CRM Transactions. This guide walks you through your CRM Transactions.

The Transactions page has the ability to manage your Transactions and create new ones for your contacts. It adds a new top level menu to your CRM and allows you to add ‘Transactions’ to your CRM.

There are three sub-menu items for CRM Transactions:

  1. Default View – Manage Transactions

By default, you will be brought to the Manage Transactions window when you access the CRM Transactions menu. It automatically displays all the transaction that you have with your contacts.

From here, you can view the reference numbers of your transactions, its value or amount, and the corresponding date of the transaction.

What are Transactions?

Transactions are the ‘payment’ objects that sit inside your CRM. Generally these are created on the back of invoices (especially if you have Invoicing Pro active). Or, they are automatically added through the Sync Extensions.

Transaction Tags

Be sure to Tag transactions and also give it a common name as this helps when searching them.

Slug

The “slug” is the URL-friendly version of the name. It is usually all lowercase and contains only letters, numbers, and hyphens.

Parent Tag

Assign a parent term to create a hierarchy. The term Chapter 1, for example, would be the parent of Page 1 and Page 2; while the term Chapter 3 would be the parent of Page 3 and Page 4, and so on.

The tags come in useful if you want to then send targeted email campaigns using the Mail Campaign extension. It’s also used to help quickly filter your transactions as seen below:

There’s some really useful features to this page. It’s a central area where you can

  • Create a new transaction tag

  • Filter by tag

Alternatively, you can add a tag from the ‘Add New’ Transaction page.

  1. Add New

Creating a transaction is easy.

  1. Simply go to the ‘Add New’ transaction page.

  1. Enter all the necessary information.

  1. Apply tags.

  1. Don’t forget to click ‘Save.’