Generate journal entries via workflow on estate record
This guide has been reviewed against our global client base and classed as relevant to all regions
From AgencyCloud 12.165+, workflow can be used to create journal entries on an estate record type
For example, workflow can be set-up to log in the estate journal/Activity Feed when a specific area of the estate record is changed
Workflow is a predefined sequence of steps which are applied to a specific record - often used with task plans, as outlined here
Task plans and workflow need to be set-up and configured, click here to contact Reapit Support to request set-up
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