Relationship changes logged in Activity Feed

Owned by Fiona Hardy, created
Last updated: Mar 17, 2023
3 min read

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: https://reapit.atlassian.net/wiki/spaces/RW/pages/112788378

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:

  • The Tenancy Manager is changed (from Anna Graham to James Bridge)

  • The change is logged in the Activity Feed

  • The Property Inspector is removed

  • The change is logged in the Activity Feed

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:

  • Select the user to transfer from - click Transfer - select the user to transfer to

  • Select the Relationship that you wish to transfer to the selected user
    In this example, the transfer function is being used to transfer Kian Kettlewell’s property manager relationships to Anna Graham

When the transfer is complete:

  • The Activity Feed on all properties involved in the relationship transfer contain detail of the change

  • This includes information on how the relationship transfer was carried out
    i.e. (via transfer tool) is added to the end of the note

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