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Viewing a Contact's Transaction History

The Contacts Transaction History view allows end users to display a contact's transaction history by financial account for all the accounts held by the contact at your organization.

To view a contact's transaction history

  1. Navigate to the Contacts screen > Contacts List view.
  2. In the Contacts list, drill down on the desired contact.
  3. Click the Transaction History view tab.

    The Transactions view appears, displaying all the financial accounts associated with the contact, and the investment transactions that took place in each account.

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