This document covers the following topics:
How do I find a 'Pre-Qualification Record'?
'Pre-Qualification Records' are created for an individual Wallet and can be viewed or created directly from within a Wallet profile.
- Use the search bar to navigate to a relevant Wallet:
- Select the 'Pre-Qualify' tab:
- Select the Wallet entry. Any existing records created against this Wallet holder will be displayed within the grid of results returned.
Within the grid of results, you should note the following information about each 'Pre-Qualification Record':
- Created By
- Created For
If the record is indicated with a red '!' icon, this is an indication that the record needs attention.
For more information about the understanding the contents of a 'Pre-Qualification Record' click HERE.
To learn more about creating a 'Pre-Qualification Record', click HERE.