Create events in Fairways Guarantees to record and detail the life cycle of the guarantees.
Prerequisite
Navigate to the Guarantees Section
- Log in to your Fairways Guarantees account.
- 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.
| Field | Description |
|---|---|
| Type | Event category. |
| Date | Date at which the event occurs. |
| Caption | Event summary. |
| 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.
