In BoldTrail BackOffice you can customize specific fields and eliminate the transaction management routine.

On the Fields page, you will find a list of custom transaction lists, templates, and tags that can be edited. Here's an instruction for each one:

These appear when creating a new transaction; some of them can be required.

They allow you to customize roles for each contact within a transaction. You can select the role of each contact you added to a transaction. You can also set the roles to be required if necessary.

Here you can customize the type of sale when creating a transaction.

You can add specific fields to the user profile when creating or editing one.

They allow you to add additional fields when adding contact information.

Here you can customize the contact type when creating a new contact.

Lead sources represent the channels or methods through which your contacts are acquired. In BoldTrail BackOffice, you can customize the lead source options available when creating or editing contacts. Lead sources for contacts are configured under Settings > Fields > Contact Lead Sources. For transactions, however, lead sources must be configured separately under Settings > Fields > Transaction Fields. Lead sources created for contacts will not automatically apply to transactions.

When using reports, transaction and production reports include a Lead Source filter by default. However, lead sources will only appear in the filter if they were selected when the contact or transaction was created. For more detailed analysis, consider creating custom reports where you can add a Lead Source column and filter by recorded lead sources. If you don't see a lead source in dropdowns, verify it's configured in the correct section. If lead sources aren't filtering correctly in reports, ensure they were selected during data entry.

These give you the ability to customize rejection reasons when approving documents.

You can upload as many office e-mail templates into BoldTrail BackOffice as you need.

It gives you the ability to link users to specific teams.

You can work with commission tags and use them in the commission structure tracked by the payments report.