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For more information about saving sent emails, click here

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: Saving sent emails - attachments now saved

Bottom left of the works order screen:

  • The previous Notes area is now shown as an Activity Feed
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Works order notes

  • Click (plus) button to add a note to the works order
    Notes show up in the feed below - see example at the top of the Activity Feed list above

Sent emails

This section only applies if your system is set-up to save sent emails

  • Choosing to email the contractor, landlord or tenant from the works order screen will automatically log this in the Activity Feed panel
    See two examples in the Activity Feed list above

  • Double-clicking an email displayed in the Activity Feed will open a new window showing the email message sent, along with any attachments that were included

To send an email from the works order:

  • To the right of an email address, click the envelope icon and select a Send e-mail option

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    This can be done within the Tenant, Landlord or Contractor panel on a works order

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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

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From AgencyCloud version 12.132+, the works order screen notes area is shown as an Activity Feed

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