Notes and Messages

Once the loan team is created, using the icon, the team members can chat and exchange information about an application in real-time. The communication logs are maintained with the application for future reference. Currently, you can share only text messages.

Notes

Notes allows you to add the details that you wish to maintain as part of important notes.

Messages

You can reply to a post or enter a comment for the entire team by using the Messages icon. When you reply to a post, the sender's name is already included in your reply. You can add more recipients by typing @ followed by their name—for example, @xyz. You can add a member only once to a message, and you cannot send a message to yourself. The list of available members displays Salesforce users and community users associated with the parties (added to the application).

The loan team communication is stored with the application and is especially useful to trace back decisions, exceptions, and approvals made for the application.

Both comments and replies can be viewed by everyone on the team. An email notification containing the message is sent to the team members who are referred in the messages. Your system administrator can modify the default email templates as per your business requirement. To know where to view the configured email template and modify it, see Q2 Origination Administration Guide > Loan Team Message Email.

Prerequisites

Before you proceed to chat with a loan team member, ensure that the following prerequisite is met:

At least one user other than the current user is part of the loan team. To know how to create a loan team, see Loan Team.

Steps

To chat with a loan team member:

On the application dashboard, select theicon, and then select icon.
In the Messages window, select the Add Message button to post the message to the team.
If a message thread already exists, you can either (reply) to a message or add a message to start a new thread or make a generic reply.
You can (edit a message) also.