Organize your transactions into a list

As you get comfortable in SimplyAgree and start creating more and more transactions, having a transaction card for each transaction can make for a very busy Transaction Index screen. Did you know that SimplyAgree allows you to organize your transactions into a list? 

You have several sorting options from the list view that you don't have from the grid view. If you click the "Sort" dropdown menu, you can choose to sort the transactions alphabetically or reverse alphabetically by:

1. Client name
2. Client/matter number
3. Date created
4. Transaction creator
5. Transaction name