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This guide has been reviewed against our global client base and classed as relevant to all regions |
When your system is set-up to save sent emails -
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from AgencyCloud version 12.138+, any email generated via automated workflow settings will be logged too
This mimics the functionality seen when set-up to automatically saving emails and attachments sent manually from AgencyCloud (as these emails/attachments are automatically logged)
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Workflow is a predefined sequence of steps which are applied to a specific record - often used with task plans, as outlined here Task plans and workflow need to be set-up and configured, click here to contact Reapit Support to request set-up |
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