This guide has been reviewed against our global client base and classed as relevant to all regions |
When using Block Management - from AgencyCloud 12.165+, a journal is available on the estate record
The estate journal logs all key activity on the estate and its associated units
As seen across AgencyCloud, the majority of journal information is non-editable and therefore provides an audit trail for activity carried out
1. Access journal From estate record:
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2. Estate journal
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3. Detail Change Displays key changes to the estate record, including changes to:
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4. Letters
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5. Appointments
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6. Miscellaneous
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7. Tasks
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8. Units
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9. Filter & report options Use search and/or date filters (top left) to find required information in the journal:
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A journal is available on the estate record - the estate journal logs all key activity on the estate and its associated units |