Alerts, Tasks & Risks

Overview of Alerts
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 ...
Tue, 13 Oct, 2020 at 4:46 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...
Wed, 12 Feb, 2020 at 1:52 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 ...
Wed, 21 Oct, 2020 at 9:45 AM
Alerts and Relative Dates.
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...
Thu, 21 Nov, 2019 at 1:59 PM
Alerts with Attachments
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...
Tue, 13 Oct, 2020 at 4:58 PM
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, 7 Feb, 2019 at 1:52 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
                                                                                              Tasks can be created either for a specific Contract, Perso...
Fri, 7 Feb, 2020 at 10:55 AM
Task Transactions
A new tab called 'Transaction' has been introduced to the Task feature. Fig 1 - Task Transaction Tab Each Transaction created will log ch...
Fri, 18 Sep, 2020 at 7:31 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