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Transaction page: Transaction details

Updated over 12 months ago

With the Salv platform, your company can add as many different details for your transactions as you'd like.

Check out our mandatory and recommended data fields (for persons here, for transactions here) for when you send your data to us.

You can customise how information is depicted on Transaction page via Schemas.

πŸ” Any detail in blue is searchable. Which means when you click on it, you'll be taken to a new page that shows customers or transactions that match that same specific detail. In order to make fields searchable, toggle β€œLink to search page” on in Schemas.

πŸ’‘ All attributes can be easily copy-pasted to streamline your workflow by hovering over them and clicking the "Copy text" icon.

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