Alerts, Tasks & Risks

Overview of Alerts
An Alert can be related to a Contract or a Party, then when the Contract or Party record is viewed, the Alert will be listed.  An Alert is linked also to on...
Thu, 22 Mar, 2018 at 2:00 PM
Working with the Alert Form
To create a new Alert you will need to navigate to the Alert section and then press the +.  You will then be provided with the Alert entry screen ready f...
Thu, 22 Mar, 2018 at 2:01 PM
Creating a New Alert
Alerts can be created either for a specific Contract milestone such as Quarterly Reviews, Renewals or Cancellation requests or to prompt for a action to be ...
Tue, 12 Jun, 2018 at 10:02 AM
Overview of Tasks
A Task can be optionally related to a Contract or a Party (or both) and can be assigned attributes such as priority and severity to help you to organise you...
Thu, 22 Mar, 2018 at 2:04 PM
Working with the Task Form
To create a new Task you will need to navigate to the Task section and then press the +.  You will then be provided with the Task entry screen ready for you...
Wed, 10 May, 2017 at 11:10 AM
Creating a New Task
                                                                                              Available for :Professional and Enterprise Plans Tasks ...
Thu, 22 Mar, 2018 at 2:06 PM
Working with the Risk Form
To create a new Risk you will need to navigate to the Risk section and then press the +.  You will then be provided with the Risk entry screen ready for yo...
Thu, 22 Mar, 2018 at 2:07 PM