Alerts, Tasks & Risks
A Task can be created as a entity on its own or for a specific Contract or Party record. Tasks can be a request for action or a prompt for an action to be p...
Tue, 8 Oct, 2024 at 9:42 AM
When a Task is created the system will default today as the Task Date Setting, however you can update this value to a future date before saving the recor...
Tue, 8 Oct, 2024 at 9:44 AM
Once a Task is created it can be edited if required. If the Task Date Setting value has been reached then the Task Date Setting field it will no longer be ...
Mon, 2 Sep, 2024 at 5:05 PM
When a Task reaches its Task Date Setting value, if you are the 'Assigned To' or 'Monitor' of a Task you will receive an email notification....
Fri, 13 Sep, 2024 at 10:10 AM
A new tab called 'Transaction' has been introduced to the Task feature. Fig 1 - Task Transaction Tab Each Transaction created will log chan...
Mon, 2 Sep, 2024 at 4:07 PM
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