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Depending on the version of AgencyCloud Reapit you use, journal entries are added to the:
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Tip |
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Adding a journal note/entry can be done from most records across the system - such as applicant, property, contact, landlord, tenant - the principles outlined below apply to each record where a journal entry can be added |
1. Activity Feed view Info |
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An Activity Feed is shown on screens using the latest |
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AgencyCloud From an Activity Feed panel where you wish to show/hide an entry: |
Image RemovedImage Removed- Image Added
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2. Contact Notes view Info |
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Contact Notes are shown on records where older (or legacy) interface is in use |
From a Contact Notes panel where you wish to show/hide an entry: Click Contact notes and select Choose entries to view Image ModifiedEnsure the entry types that are needed to be seen in the Contact Notes screen are checked here Image ModifiedTelephone/Contact should usually be ticked, tick any other required options and click Accept
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Related articles
Filter by label (Content by label) |
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showLabels | false |
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max | 5 |
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spaces | com.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45 |
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sort | modified |
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showSpace | false |
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reverse | true |
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type | page |
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cql | label in ( "user-office-mgt" , "journal-entries" ) and type = "page" and space = "RW" |
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labels | contact notes missing |
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Note |
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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 |
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The Activity Feed panel displays journal entries (also previously known as Contact Notes) - it is possible to choose which entries are viewed/hidden in this panel |
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