...
When your system is set-up to save sent emails - 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)
| Infotip |
|---|
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 |
Related articles
| Filter by label (Content by label) | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...