How do I add a related transaction?

Within your transaction screen, you are able to add a related transaction to your current one. So for example, if Linda in the transaction below, is selling her property at Lynedoch Place, but purchasing one at Prestonhall Avenue, you are able to connect the two transactions. This means that if certain things haven’t been completed on one transactions, this system will prompt you.

How to:

  • Click on the faded grey area on the right hand side of your transaction ribbon
  • Search for and select transaction you wish to connect with
  • Once you have selected the related transaction they two should sync; job done!

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