Emails sent via workflow now logged
This guide has been reviewed against our global client base and classed as relevant to all regions
When your system is set-up to save sent emails - from AgencyCloud 12.138+, any email generated via automated workflow settings will be logged too
This mimics the functionality seen when set-up to automatically saving emails and attachments sent manually from AgencyCloud (as these emails/attachments are automatically logged)
Workflow is a predefined sequence of steps which are applied to a specific record - often used with task plans - for more information, click here: Workflow & task plans
Task plans and workflow need to be set-up and configured, click here to contact Reapit Support to request set-up