Loan Details

Page Overview

The "Loan Detail List" page provides a comprehensive view of all loan details. It includes a dashboard navigation, search and filter options, and a detailed table displaying various loan attributes.

• Action Buttons (Top Right):

  • + Add Loan Details: Allows you to add new loan entries.

  • Upload contract no list: Enables uploading a list of contract numbers, likely for bulk updates or additions.

• Search and Filter Panel: Helps you narrow down the displayed loan details based on specific criteria.

• Loan Details Table: Displays the list of loans with their respective information

Using the Search and Filter Panel

The search and filter panel allows you to quickly find specific loan details by applying various criteria.

Available Filters:

• ID: Enter a specific loan ID to find an exact match.

• First name: Search for loans associated with a customer's first name. 

• Last name: Search for loans associated with a customer's last name. 

• Search phone: Enter a phone number to find loans linked to that contact. 

• Interest: Use the dropdown to select a specific interest rate.

• From [Date Field]: Select a start date for a date range search. 

• Up to [Date Field]: Select an end date for a date range search. 

• Province (ລາວ): Use the dropdown to select a specific province for filtering.

• Search staff: Enter the name or ID of a staff member to filter loans by staff.

Upload Contract No List

When click the Upload contract no list button, The "Update contract no list" popup window will appear in the center of the screen.

• File Input Field: Choose File No file chosen - This is where you select the file you wish to upload.

• Action Buttons:

  • Cancel: Closes the popup without uploading any file.

  • Upload: Initiates the file upload process after a file has been selected.

 

Add Loan Details

The "Customer Create" page is designed for entering new customer information into the system, potentially linking them to loan applications or existing loan records.