Sometimes you may think you have lost a transaction you have inputed. Here’s the main reasons people can’t find what they are after.
- Entered incorrect year. e.g. It’s a new year and you accidentally keep using the old year.
- Entered the Sale as a quote or order so it’s not appearing in the transaction lists. This is usually because the filter for the list needs to be “Quotes, Orders and Sales”
- Hitting duplicate before saving the transaction you just entered. Effectively overwriting the unfinished transaction data.
- Edit an old transaction as though it’s new. Such as loading an old transaction with the intent to duplicate it but you forget and start typing over details for the new transaction.
- Entered them in the wrong file
How do I find a transaction if I have inadvertently done one of the above?
The best way is to run the List of transaction for the maximum filter set and preferably the contact in question. For example: List All “Quotes, Orders and Sales” for 01Jan00 to 01Dec07 and for contact ‘x’. This will catch most transactions for contact ‘x’.
Another approach is to run a “Contact Statement” report for the contact you would have used for a large date range to see if there are any outlier transactions where you may have entered typo’s for the transaction dates.
