This guide has been reviewed against our global client base and classed as relevant to all regions
Standard set-upThe 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 optionFrom AgencyCloud 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 (even if they weren’t carried out 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 |