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Fiona Hardy

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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- for more information, click here: Workflow & task plans

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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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