Fairways Debt's customer portal simplifies the use of the platform for non-expert users: data summarized and the most relevant information display on the same page. You can also perform some actions fast and easily.
Prerequisites
- Enable the Customer Portal application for the customer account or organization (contact your consultant)
- Enable the application on the user's details page
Navigate to the Customer Portal Application
- Log in to your Fairways Debt account.
- Select a customer account.
- Click Applications > Customer Portal.
The Customer Portal
|
# |
Widget |
Description |
|---|---|---|
|
A |
Indicator Watch List |
Overview of the portfolio key data. Note: You can select different indicators. |
|
B |
Portfolio |
List of all the transactions available in your portfolio. The latest updated transaction displays first. Click a transaction to open its profile. Note: No action can be performed on the portfolio. |
|
C |
Outstanding Balance by Lender |
This diagram illustrates the outstanding balance broken down by lender. |
|
D |
Market Watch List |
Interbank rates. |
|
E |
RSS Feed |
Links to the articles of the feed defined in the News Link field of the account (contact your consultant). |
|
F |
Upcoming Events |
Dates of the next 5 events for each event type. Click an event to display its details and download its documents, if relevant. |
|
G |
Reports |
Reports available for reading. The list order is the same as the one in the Analysis & Reporting application. Click a report to run it. |
|
H |
Documents |
Documents available for reading. The latest uploaded document displays first. Click a document to download it. |