To be able to search for a Co-Agent/Team Member’s transactions within RealtyBackOffice, all you need to do is go to Menu > Transactions. Once you are in this module, go straight to the filter section on the top right corner and scroll down to where it says Transaction Contact Name. There, you want to enter the name of the Co-Agent/Team Member. Once you do so, the system will narrow down the transactions and give you all the transactions that the Agent was a part of as a Co-Agent/Team Member.
If you click on one of the transactions and go to the Contacts tab, you will see that the Agent is one of the contacts as a Co-Agent.
If you have any questions, please feel free to email us at support@realtybackoffice.com or call us at (305) 517-3836.
