Alerts, Tasks & Risks

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 chan...
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