Create events in Fairways Guarantees to record and detail the life cycle of the guarantees.
Navigate to the Guarantees Section
- Log in to your Fairways Guarantees account, e.g. https://koesio.financeactive.com/login.
- Select a customer account.
- Navigate to Guarantees.
Create an Event for a Guarantee
- Click to open the relevant guarantee.
- Click Actions > Add Items > Add Event.
- Complete the form with all relevant details.
Note: Fields marked with an asterisk * are mandatory.
|Date||Date at which the event occurs.|
|Description||Additional details about the event.|
|Users to Notify||Users to receive the email notification about the event creation.|
- Click OK to save.
The new event displays in the event calendar of the guarantee...
... and in the account calendar.