Are you looking for a way to keep your clients up-to-date on your latest work and developments? If so, you might be interested in using a transact client portal. A transact client portal is a web-based system that allows businesses to manage their transactions online. It can be used to keep clients informed about projects and deadlines, as well as see how much money they have spent and are spending on your behalf.
Login to the Transact Client Portal
If you are a Transact Client Portal user and have not logged in, follow these steps to login:
1. Navigate to the "Login" page of the Transact Client Portal.
2. Enter your user name and password.
3. Click the "Log In" button.
Access your records
Whether you're a business owner or an employee, knowing how to access your records is essential. With the help of Transact Client Portal, you can easily login and access your account information, transactions, and more. Here's how to login:
1. Navigate to the 'Login' tab on the upper left corner of the Transact Client Portal homepage.
2. Enter your user name and password in the appropriate fields and click 'Log In'.
3. You'll be redirected to the main Transact Client Portal page. There, you can view all of your account information as well as any pending transactions.
Change your password
If you have forgotten your login credentials, or need to change your password, you can do so through the Transact Client Portal.
Remove a client from your record
If you want to remove a client from your record, you can login to your Transact Client Portal and follow these steps:
1. From the Main Menu, select Clients.
2. On the Clients page, select the client you want to remove.
3. On the Edit Client page, under "User Info" click on the Remove button.
4. You will be prompted to confirm that you want to remove this client from your record. Click on the Yes button.
5. The client will be removed from your record and their account information will be deleted.
Create a new account
If you want to create a new account, follow these steps:
1. Log in to your account at transact.com.
2. Click the blue "Create Account" button on the top left of the page.
3. Fill out the required information and click the "Create Account" button again.
Add a new client
Adding a new client to the transact client portal is easy. First, open the transact client portal and click on the "Clients" tab. Then click on the "Add new client" button. The following screen will appear:
Name:
Description:
Email Address:
Phone Number:
Website URL:
The name, description, and email address fields are required. The phone number and website URL fields are optional. If you want to include them, type them in their respective fields and press the "Generate key" button. The key will be displayed in the "Key field" field below.
Once you have entered all of the information, press the "Submit" button to add the new client to the portal.