Stage Order

Transactions on the Transactions Graph can be filtered to display transactions by their stage in the transaction process. The order of the stages displays in two areas:

  • The Transactions Graph

  • Active Stage filter on the transactions and tasks grids.

To customize the stage order, selecting a stage and drag and dropping it to a location in the stage order list.

Transactions Graph

Transactions Active Stage Filter Pane

Tasks Active Stage Filter Pane