How can I add contacts to a transaction?

In order to add an additional party to a transaction, simply select the transaction you wish to edit. 

Once you have opened the transaction profile, you will notice a heading labelled “Parties”, which is where you will add the additional party by selecting the “Add” option. 

You will have the option to add a new contact, which will create a profile in your database or search for an existing contact. Once the contact is added, select the “Save Changes” button on the bottom of the screen.