Relationship changes logged in Activity Feed
This guide has been reviewed against our global client base and classed as relevant to all regions
From AgencyCloud 12.162+, when a relationship is changed or removed, either manually or via the Negotiator and User Setup screen, this is logged in the related Activity Feed
All role records (i.e. property, landlord, tenancy, applicant, company and contact) have a relationships panel allowing specific users to be identified with regards to their role for the selected record
1. Manual changes to relationships
A note in the Activity Feed is made when a user manually:
changes an existing relationship from one user to another
removes a relationship from a record
New relationships added to a role are not logged - only changes or removals are noted
2. Changes to relationships made via the Negotiator and User Setup tool
A note in the Activity Feed is made when relationships are changed/removed via the Negotiator and User Setup screen - a note is also made to indicate that the relationship transfer was done via the transfer tool
For more information on using the Negotiator and User Setup screen to manage users and to transfer data between users, click here: Add a new user, remove a user and transfer data between users
A key contact can request access to the Negotiator and User Setup screen by contacting Reapit Support, click here to request this
1. Manual changes to relationships When any manual changes/removals on role relationships are made to any role records (i.e. property, landlord, tenancy, applicant, company and contact), this is logged in the Activity Feed - the example below shows the tenancy record From Relationships panel:
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2. Changes to relationships made via the Negotiator and User Setup tool When any changes to role relationships are made via the Negotiator and User Setup screen, this is logged in the Activity Feed From the Negotiator and User Setup screen - carry out the transfer as usual:
When the transfer is complete:
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