LionDesk V2 CRM Ideas Portal

Transaction tables should be able to be configured. Based on data or columns. As of now you just have a title, address, type, stage, set value, and commission. These tables should work like the contact tables. Choose the columns you want to appear. You should also be able to add notes to transactions so as things/events they can be added and this would time stamp and document who made the comment. Just like adding activities to contacts. Changes edits stage changes should be time stamped so there is an audit trail of progress.