The Transactions page is a configurable list of the transactions you can access.
Use Search transactions to find a file. Use Filter, Group by, Sort, and Columns to change what the list shows.
Common columns include:
Open the current view menu to choose one of Joymore's built-in views:
Your workspace may also contain shared views created by your team.
After changing filters, grouping, sorting, or columns, open the view menu and choose Save as new view. You can also choose New view with AI to describe the view you need.
Use Close date, Next key date, and other available date filters to surface time-sensitive files. Key dates appear on each transaction and may be marked satisfied as the file progresses.
Joymore does not automatically show every possible brokerage deadline as a universal alert. For a recurring deadline workflow, use a saved view or configure an automation that matches your brokerage's process.