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This guide has been reviewed against our global client base and classed as relevant to all regions

Standard set-up

The company journal/activity feed content only shows works order and key information on properties you have access to - this results in works orders and key movements being removed from view for properties belonging to other offices within your business/franchise that are not part of your usual security group

While being publicised as part of the

AgencyCloud

12.168 release, this update was implemented from version 12.163

Configuration option

From

AgencyCloud

version 12.168+, a configuration option is available which, when enabled, means that only the journal/activity feed content that has been carried out by the logged in user will be shown on the company record

This is in accordance with other security settings that may allow/restrict specific journal entries from being shown - for example, key movements in the activity feed for properties may be shown due to the user having security access to them and adding journal notes (even if

they weren’t

the key movement wasn’t carried out

buy

by the logged in user)

, but the user would only see a contact note made by them

This configuration option is disabled by default, to request it to be enabled, click here to contact Reapit Support

Filter by label (Content by label)
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cqllabel = "company"
Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
hiddentrue

The company journal/activity feed content only shows works order and key information on properties the user has access to - a further configuration option is available which restricts the content to only show activity carried out by the logged in user

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