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How do I change my "Default Transactions Page Form"?
How do I change my "Default Transactions Page Form"?
Alex Masterson avatar
Written by Alex Masterson
Updated over a week ago

In general, the Transactions page columns mirror the fields from the form that is selected on the page. If you want certain columns to always appear by default on the Transactions page, use the Default Transactions Page Form setting to specify the form that should be selected (and the columns that should appear) each time you visit the Transactions page. Each user can set their preferred Default Transactions Page Form to any form.

Example

Here's an example of how the Default Transaction Page Form affects the Transactions page.

Let's say I've set my Default Transactions Page Form to Transaction Overview, and my Transaction Overview starts with the following 5 fields:

  • First Name

  • Last Name

  • Transaction Type

  • Lead Source

  • Contact Email

Now let's say I go to Transactions > Transactions to open the Transactions page. I'll see the 4 default columns followed by columns that correspond with the fields from the Transaction Overview. From left to right, I'll see the columns in this order:

  • ID (default)

  • Created (default)

  • Agent (default)

  • Status (default)

  • First Name

  • Last Name

  • Transaction Type

  • Lead Source

  • Contact Email

Since the Transaction Overview is set as the Default Transactions Page Form, these same columns will appear in exactly this order every time I go to the Transactions page.

If I use the Form drop-down (see screenshot below) to select another form, the available columns on the Transactions page would change to match the fields in the newly selected form. But the next time I refresh my browser or log out and back into Sisu, I'll once again see Transaction Overview selected in the Form drop-down, and I'll see the columns shown in the bulleted list above.

ℹ️ Note

The following team preferences, when enabled, can make additional columns appear on your Transactions page:

  • Include stages in the Transactions screen

  • Include tags in the Transactions screen

  • Show "Splits" column in the Transactions screen for admins and TCs

To specify your Default Transactions Page Form, do the following:

  1. Go to Account > Default Settings.

  2. At the bottom of the list of settings, click the Default Transactions Page Form drop-down and select a form from the list. This form will be the Default Transaction Page Form for your personal account.

  3. Click the Save Changes button. Now when you view the Transactions page, you'll see a column for every field from the form you selected.

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