Q: What's the best way to manage a property listing that became a transaction, but has been terminated? I want to keep the records intact, but will need to start a new separate transaction once it goes under contract again.
A: Change the status of the transaction to Cancelled, Fell Through or Terminated. Any of these 3 will set the Property back to Active and allow you to setup a new transaction when needed. You can use the FILTERS in Transactions to only show the status items you want to see on a normal basis by selecting Pending, Clear To Close, Contingency and the others will be hidden from sight
Q: When I set a filter, will that be the automatic view until I change again, or is it always "show all" as a default?
A: It keeps your last setting.
We would like to archive our listings that have closed. We do not want to delete them, only archive them for reference if it is ever needed. How can this be done?
When we click on properties, we do not want to see our closed listings, only those that are pre-active, active, pending, etc....
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