Versions Compared

Old Version 1

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version Current

changes.mady.by.user Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • changes an existing relationship from one user to another

  • removes a relationship from a record
    New relationships added to a role are not logged - only changes or removals are loggednoted

2. Changes to relationships made via the Negotiator and User Setup tool

A note in the Activity Feed is made when relationships are changed/removed via the Negotiator and User Setup screen
A key contact can request access to the Negotiator and User Setup screen by contacting Reapit Support, click here to request this- a note is also made to indicate that the relationship transfer was done via the transfer tool

Tip

For more information on using the Negotiator and User Setup screen to manage users and to transfer data between users, click here: Add a new user, remove a user and transfer data between users

A key contact can request access to the Negotiator and User Setup screen by contacting Reapit Support, click here to request this

1. Manual changes to relationships

When any manual changes/removals on role relationships are made to any role records (i.e. property, landlord, tenancy, applicant, company and contact), this is logged in the Activity Feed - the example below shows the tenancy record

From Relationships panel:

  • The Tenancy Manager is changed (from Anna Graham to James Bridge)

  • The change is logged in the Activity Feed

  • The Property Inspector is removed

  • The change is logged in the Activity Feed

2. Changes to relationships made via the Negotiator and User Setup tool

When any changes to role relationships are made via the Negotiator and User Setup screen, this is logged in the Activity Feed

From the Negotiator and User Setup screen - carry out the transfer as usual:

  • Select the user to transfer from - click Transfer - select the user to transfer to

  • Select the roles Relationship that you wish to transfer to the selected user
    In this example, the transfer function is being used to transfer the Kian Kettlewell’s property manager relationships currently belonging to Kian Kettlewell to Anna Graham

    Confirm

When the

records to transfer, then close this screen and click Yes to confirm

transfer is complete:

  • The Activity Feed on all properties involved in the relationship transfer contain detail of the change - this

  • This includes information on how the relationship transfer was carried out -
    i.e. (via transfer tool) is added to the end of the note

Filter by label (Content by label)
showLabelsfalse
max8
sortmodified
showSpacefalse
reversetrue
cqllabel = "configuration"

...