Fairways Debt can remind you of specific events, using notification emails.
Navigate to Your Settings
- Log in to your Fairways Debt account, e.g. https://login.financeactive.com/login.
- Select a customer account.
- Click your user profile.
Create a Notification
- Navigate to Notifications.
- Click Add Notification.
- Complete the form with all relevant details.
Field | Description |
---|---|
Type | Event type. |
Notice Period Before Event | Frequency of the notification reception, related to the event trigger. |
Filter | Filter criteria to refine the notification. |
- Click OK to create the notification.
The new notification displays in the Notifications list.
Configure Filter Criteria
Field | Description |
---|---|
And/Or |
Relationship between criteria:
|
Item | Filter criteria type. |
Operator |
Defines how items and values match. |
Value | Defines what matches or does not match the filter criteria. |
Operator
Field | Description |
---|---|
contains | The item must include the custom string entered. |
does not contain | The item must not include the custom string entered. |
name contains | The item name must include the custom string entered. |
name does not contain | The item name must not include the custom string entered. |
is | The item must match the custom string entered. |
is in | The item must match at least one of the selected generic values. |
is not in | The item must not match any of the selected generic values. |
currency is | The item must match at least one of the selected currencies. |
currency is not | The item must not match any of the selected currencies. |
is lower than or equal to | The item must be lower than or equal to the entered decimal value, e.g. lower than or equal to 1000. |
is greater than or equal to | The item must be greater than or equal to the entered decimal value, e.g. greater than or equal to 1000. |
is lower than or equal to (%) | The item must be lower than or equal to the entered percentage value, e.g. lower than or equal to 10%. |
is greater than or equal to (%) | The item must be greater than or equal to the entered percentage value, e.g. greater than or equal to 10%. |
between | The item must occur during the selected period, e.g. between 01/01/2018 and 31/12/2018. |
is earlier than (date) | The item must occur earlier than the selected date, e.g. earlier than 31/12/2018. |
is later than (date) | The item must occur later than the selected date, e.g. later than 01/01/2018. |
is earlier than (reference) | The item must occur earlier than the selected time value, e.g. earlier than today. |
is later than (reference) | The item must occur later than the selected time value, e.g. later than today. |
is in last | The item must occur during the last selected time period, e.g. last month. |
is in next | The item must occur during the next selected time period, e.g. next month. |