Alerts, Tasks & Risks
After creating and saving an Alert or Task record, information indicators display against each 'Person' to tell you if there is an issue with those ...
Mon, 20 Jan, 2025 at 8:54 AM
An Alert can be related to a Contract or a Party. When the Contract or Party record is viewed, the Alert will be listed. An Alert is also linked to one or ...
Mon, 13 Jan, 2025 at 10:40 AM
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...
Mon, 20 Jan, 2025 at 8:49 AM
Alerts can be created either for a specific Contract milestone (such as Quarterly Reviews, Renewals or Cancellation requests), or to prompt for an action to...
Fri, 15 Mar, 2024 at 2:57 PM
Creating an Alert within a Contract Document record Navigate to Contracts Find the specific Contract record and open Go to the Documents tab Find th...
Fri, 15 Mar, 2024 at 3:05 PM
Intelligentcontract allows you to set an alert date relative to a date field that’s on a contract or party record. For example, you can set a “renewal” a...
Mon, 13 Sep, 2021 at 5:05 PM
When you create an Alert, there is an option to add Attachments to the record. This means that when the Alert email is generated, the recipient will rec...
Thu, 25 May, 2023 at 4:20 PM
The function of an Alert is to send an email notification to relevant people to Alert them of an action or milestone that is about to take place, such as a ...
Tue, 11 Jan, 2022 at 11:17 AM
A Task can be optionally related to a Contract or a Party and can be assigned attributes such as priority and severity to help you to organise your work. If...
Mon, 13 Jan, 2025 at 10:46 AM
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...
Tue, 8 Oct, 2024 at 9:39 AM