Reesio Support Center

Consolidated Activities Page

Last Updated: Sep 15, 2014 02:49AM PDT
All transaction activity surrounding documents, compliance and workflow tasks, and property detail updates are automatically logged as activities within the "Activity" tab of the Transaction Dashboard. In addition, Reesio provides a consolidated view of everything that has already taken place within all of your transactions across your entire brokerage on the consolidated Activities page. This makes the consolidated Activities page a great way to audit transactions and reduce risk and liability because everything gets time/date stamped with who has done exactly what and when.

The Activities page can be accessed by either clicking on the tray navigation icon and then the "Activities" icon, or if you're already in the Transaction Management product, by clicking on the "Activities" icon in the left navigation bar::




Similar to the activities tab in the transaction dashboard, links are provided in each activity to referenced documents and transactions. If you click on these links, it will take you directly into the document or task referenced:


support@reesio.com
https://cdn.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete