Naming Transactions

When you initiate a check on the Thirdfort portal, the client will see the transaction name you have entered on the text message they receive, and in the app itself.

It is therefore important to include something here that the client will recognise, for example, the property address, or a reference to the matter you are dealing with.

We recognise that sometimes these may be sensitive matters, for example in a Probate case, so it is important to bear this in mind when entering a Transaction name as this will be displayed to your client when they receive an invite to Thirdfort.