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Depending on the version of AgencyCloud Reapit you use, journal entries are added to the:

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Tip

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

An Activity Feed is shown on screens using the latest

AgencyCloud

interface 

From an Activity Feed panel where you wish to show/hide an entry: 

  • Click the filter icon (top right) and select Edit hidden entry types

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  • Remove/add any journal entry types, as required
    Click the arrow to choose any other entry types to hide  

  • Click Accept

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2. Contact Notes view

Info

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

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  • Ensure the entry types that are needed to be seen in the Contact Notes screen are checked here

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  • Telephone/Contact should usually be ticked, tick any other required options and click Accept

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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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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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