Go to Applications, search, select an application.
You, your users, and Qualpay underwriters can view application notes but not your merchants. You can create reminders and notification emails from your notes by setting the timing and context when you create the note. Access all of your reminders by selecting Profile from the top right downward-facing arrow, viewing User Detail and the Reminders section.
To create an application note:
- View the Application Details and the Application Overview section. Select the + Icon to create an application note.
- In the Enter your note here section, add your comments.
- Opt to add notes to the reminder by clicking the toggle next to Add this to my Reminder list. Once enabled, the toggle option will show in green. If disabled, the toggle will show in white.
- Optionally, request an email notification by clicking on Send me a reminder notification. Once enabled, the toggle option will show in green. If disabled, the toggle will show in white. Set up a specific time to notify you of the reminder. Select the date and time by clicking on Set a time. Here you can add a date and time for the reminder. You can also opt to be notified of the reminder later by clicking on the After some time option. Specify the time in the “Remind me in” box... and select from various options in the drop-down (Minutes, Hours, Days, Weeks, Months, Years).
- Finally, you can add a customized note to the application notes by clicking on the toggle next to Customize the reminder that only you will be able to see. Once enabled, the toggle option will show in green. If disabled, the toggle will show in white.
- Click Create Note.
Once created, you can edit the note up to 24 hours from creation by selecting the action menu button on the top-right of the note.
