LALCO STAFF APP

• Introduction
• Login Screen
• Home Screen
• Sales Screen
• Legal Screen
• Customers Screen
• Team Dashboard Screen
• GPS Offline Screen
• Call History Screen
• Note Details Screen
• Staff Screen
• Reassigned Tasks Screen
• Offer Loan Screen
• Location Screen
• Profile Screen
• Capture Screen
• Task Screen

Introduction

What is LALCO Staff App?

Brief overview of the app

LALCO Staff App is a mobile application designed for LALCO employees to manage their daily work activities efficiently. It allows staff to access important information, manage assigned tasks, and update work-related data directly from their smartphones. The app helps employees stay connected with company systems anytime and anywhere, improving productivity and communication.

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Key features at a glance

• Task management and tracking

• View and update contract details

• Customer information access

• Sales activity updates

• Real-time notifications and alerts

• Secure staff login

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Who should use this app

This app is for:

• LALCO sales staff

• Field officers and operational staff

• Company employees who manage customer contracts

• Staff who need to access company systems remotely

Login Screen

The Login Screen allows authorized staff members to access the LALCO Staff application. From here, employees can log in to manage customers, track collections, and process loan applications.

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Screen Fields

Email Address

Users must enter their registered company email address.

Example:

This email must be provided by the system administrator.

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Password / PIN

Users must enter their secure password associated with their account.

Security features:

• Password is hidden by default.

• The eye icon can be used to show or hide the password.

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Sign In Button

After entering valid credentials, press Sign In to access the system.

If login is successful, the system will open the dashboard.

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Terms & Privacy

At the bottom of the screen, users will see the message:

This indicates that by logging in, the user agrees to the company's usage policies.

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How to Log In

1. Open the LALCO Staff application.

2. Enter your email address.

3. Enter your password.

4. Tap Sign In.

5. You will be redirected to the main dashboard.

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Common Login Issues

Incorrect Password

If the password is incorrect:

• Check if Caps Lock is enabled.

• Re-enter the password carefully.

Invalid Email

Make sure you are using your official company email.

Example:

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Security Guidelines

• Do not share your login credentials.

• Always log out when using a shared device.

Change your password regularly.

 

Home Screen

The Home Screen is the main screen of the LALCO Staff application. It provides agents with a quick overview of their daily tasks, collections, and customer activities.

From this screen, staff members can quickly access important features such as logging calls, scheduling follow-ups, offering loans, and managing tasks.

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Header Section

1.Company Logo

The LALCO logo at the top represents the company and confirms that the user is logged into the official staff application.

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2.Notification Icon 🔔

The bell icon shows notifications such as:

• New assigned tasks

• Follow-up reminders

• Customer updates

• System alerts

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3.Menu Icon ☰

The Menu icon (☰), located at the top-right corner of the screen, opens the side navigation panel. This panel provides quick access to additional features and system functions.

When tapped, a sidebar appears with the following options:

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Menu Options

• GPS Offline
  Indicates the current GPS status. This helps agents know whether location tracking is active or not.

• Log Call
  Quickly navigate to the call logging screen to record customer interactions.

• Offer Loan
  Access the loan offering feature to create or manage loan proposals.

• Locations
  View or manage location-related data (useful for field agents).

• User
  Access user profile information and settings.

• Capture
  Open the camera or capture feature to upload images or documents.

• Add Note
  Create and save notes related to customers or tasks.

• Customers
  Navigate to the customer management section.

• Staff
  View or manage staff-related information.

• Logout
  Securely log out of the application.

 

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Agent Overview Panel

This section shows a quick summary of the agent's daily activity.

4.FieldOps Badge

Indicates the user is operating in Field Operations mode.

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5.Welcome Message

Displays the logged-in staff member’s role or name.

Example:

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6.Current Date

Shows the current working date for reference.

Example:

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Activity Summary Cards

These cards show important performance indicators for the day.

7.Overdue

Displays the number of customers with overdue payments.

Example:

This helps agents prioritize collections.

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8.Due Today

Shows the total amount that needs to be collected today.

Example:

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9.Completed

Displays the number of completed tasks or collections for the day.

Example:

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10.Collected Today

Shows the total amount successfully collected today.

Example:

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Quick Access Section

The Quick Access panel provides shortcuts to frequently used actions.

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11.Log Call

Allows agents to record details after contacting a customer.

Information that can be logged:

• Call result

• Customer response

• Payment commitment

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12.Follow-up

Used to schedule a future reminder to contact a customer again.

Agents can set:

• Follow-up date

• Follow-up notes

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13.Offer Loan

Allows staff to create or propose new loan offers to customers.

This is typically used when:

• A customer requests a loan

• A new sales opportunity is identified

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14.Reassign Tasks

Allows agents or supervisors to transfer tasks to another staff member.

Used when:

• The assigned agent is unavailable

• Tasks need redistribution

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15.Add Note

Agents can record internal notes about customers or cases.

Notes may include:

• Customer discussions

• Payment promises

• Special instructions

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Bottom Navigation Menu

The bottom navigation bar allows users to move between main sections of the application.

16.Home

Returns to the Dashboard screen.

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17.Tasks

Shows all assigned tasks and pending activities.

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18.Sales

Used to manage loan sales and offers.

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19.Legal

Displays cases that require legal action or documentation.

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20.Team

Shows team members and allows team coordination.

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21.Customers

Provides access to the customer database.

Agents can:

• Search customers

• View loan details

• Update records

Sales Screen

 

Legal Screen

The Legal Screen allows staff to view and manage all legal cases related to customers and contracts. It provides a searchable and filterable list of legal records.

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Header Section

Page Title

Legal

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Description

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Search Function

Search Bar

Allows users to search by:

• Contract number

• Customer name

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Filter Options

Users can filter legal cases by stage:

• All → Shows all cases

• Pre-legal → Before legal action starts

• Filed → Case has been filed

• Hearing → Under court hearing

• Judgment → Final decision stage

• Closed → Finished cases

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Legal List

Each item represents a legal case.

Example:

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Information Displayed

Each record shows:

• Contract Number

• Customer Name

• Stage

• Deadline

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How to Use

View a Case

1. Open the Legal tab

2. Browse or search cases

3. Tap a case to view details

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LALCO Staff App – Legal Details Screen

The Legal Details Screen shows detailed information about a selected legal case and allows staff to take actions.

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Legal Details Section

Displays key information:

• Name → Customer name

• Contract Number → Unique ID

• Stage → Current legal status

• Deadline → Important due date

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Actions

Start Visit

Used to begin a field visit related to the case.

Used for:

• Customer visits

• Legal follow-ups

• Field verification

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How to Use

View Details

1. Select a case from the list

2. Review all details

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Start Visit

1. Tap Start Visit

2. Proceed with visit

3. Update status if needed

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Navigation

Customers Screen

The Customers Screen allows staff to view and manage all customers in the system. It provides a searchable list, filter options, and quick access to customer details.

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Header Section

Page Title
Customers

Description
View your customer list and manage customer records.

Action Icon ☰
May be used to:

• Access settings

• Open additional options

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Search Function

Search Bar
Search by customer

Allows users to search by:

• Customer Name

• Phone Number

• Contract Number

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Filter Options

Users can filter customers by status:

• All → Shows all customers

• Active → Currently active customers

• Pending → New or pending approval

• Closed → Completed or closed accounts

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Customer List

Each item represents a customer.

Example:

• user  – 02056087740 · Closed

Information Displayed
Each record shows:

• Customer Name

• Phone Number

• Status

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How to Use

View a Customer

1. Open the Customers tab

2. Browse or search the list

3. Tap a customer to view details

Add a Customer

1. Tap + Add Customer

2. Fill in required fields: Name, Phone, Address, Province → City → Village, NIC/Family Book, Birth Date

3. Tap Save

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 Customer Details Screen

The Customer Details Screen shows detailed information about a selected customer and allows staff to start visits or update records.

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Customer Details Section

Displays key information:

• Name → Customer Name

• Phone Number → Contact number

• Address → Unit, Village, City, Province

• Contract Numbers → Linked contracts

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Actions

Start Visit
Used to begin a field visit related to the customer.

Used for:

• Customer visits

• Payment follow-ups

• Field verification

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How to Use

View Details

1. Select a customer from the list

2. Review all details

Start Visit

1. Tap Start Visit

2. Proceed with visit

3. Update visit remarks, GPS location, payment status if needed

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Navigation

Customers Screen → Select Customer → Customer Details Screen → Start Visit

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Add Visit Result Screen

The Visit Result Screen allows staff to record the outcome of a customer visit, including visit details, GPS location, remarks, and status updates.

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Visit Details Section

Visited To

• Select where the visit occurred (e.g., Customer Home)

Visit Result

• Choose the result of the visit (e.g., Met Customer, Not Available)

Who Did You Meet

• Auto-filled or manually selected

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Location Section

Visited Location

• Enter address manually OR

• Tap GPS icon to auto-fill current location

Tip: Always use GPS if possible for accurate tracking

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Remarks Section

Visit Remark

• Free text notes about the visit
  (Example: “Customer promised to pay next week”)

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Visit Reason Section

Select at least one reason for the visit:

• This Month

• Last Month

• 2 Month Delay

• OA / SOA

• Real Estate

• GPS Repair

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Special Cases Section (Optional)

Select only if applicable:

• Third Party

• Car Broken

• Customer Arrested / Passed Away

• Seized by Police

• GPS Offline

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Additional Options

• Seize the Car → Toggle ON if the vehicle was seized

• Additional Asset Investigation → Toggle ON if required

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Payment & GPS Status

• Paid → Select payment status

• GPS Repaired → Yes / No

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How to Use

Record Visit

1. Tap Start Visit from Customer Details Screen

2. Fill all required fields

3. Add GPS location and remarks

4. Select reasons for visit

5. Update special cases and additional options if needed

6. Tap Save

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Navigation

Customer Details Screen → Start Visit → Visit Result Screen → Save

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Add New Customer Screen

The Add New Customer Screen allows staff to create and register a new customer in the system. This information is used for managing customer records, loans, and follow-up activities.

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Header Section

Page Title

Add New Customer

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Description

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Customer Information Form

Users must fill in the following details:

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Name

Enter the customer’s full name.

Example:

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Phone

Enter the customer’s contact number.

Example:

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Email

Enter the customer’s email address (optional if not available).

Example:

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Address Unit

Enter the customer’s address or house/unit details.

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Province

Select the province from the dropdown list.

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City

Select the city based on the chosen province.

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Village

Select the village or local area.

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Family Book / NIC

Enter the customer’s identification number.

Example:

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Birth Date

Select the customer’s date of birth using the date picker.

Example:

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Action Button

Save

Tap Save to create the new customer.

• If all required fields are filled correctly, the customer will be added successfully.

• If there are missing or invalid details, the system may show an error.

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How to Use

Add a New Customer

1. Open the Customers tab

2. Tap Add New Customer

3. Fill in all required details

4. Tap Save

5. Customer will be added to the system

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Navigation

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Team Dashboard Screen

 

The Team Dashboard Screen provides a quick overview of team performance, task distribution, and case analytics. It helps staff monitor daily progress, track workloads, and identify top performers.

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Header Section

Date Indicator

Displays the current working day.

Example:

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Page Title

Team Pulse

Shows that this section focuses on team activity and performance.

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Team Summary Cards

This section provides a quick snapshot of team activity:

• Open Tasks → Total number of tasks not yet completed

• Done Today → Tasks completed on the current day

• Overdue → Tasks that have passed their deadline

• Active Cases → Total ongoing cases handled by the team

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Department Tasks

Tabs

Users can switch between departments:

• Collections

• Sales

• Legal

This allows viewing performance data for each department separately.

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Analytics Section

Department Task Share

Displays a visual chart showing task distribution.

Example:

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Task Breakdown

• Done → Completed tasks

• Remaining → Pending tasks

Each includes:

• Task count

• Percentage progress

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Total Tracked

Shows the total number of tasks being monitored.

Example:

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Department Summary

Displays task details for the selected department.

Example (Collections):

• Open → 6

• Done → 3

• Total → 9

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View More Option

View More Button

Expands the dashboard to show additional analytics and detailed data.

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Top Performers Section

Top Performers (Today)

Displays staff members with the highest task completion.

Example:

• Alex Rivera → 5 tasks

• Priya Nair → 4 tasks

• Chen Wei → 3 tasks

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Additional Analytics (Expanded View)

When expanded, the dashboard shows deeper insights:

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Case Statistics

• Total Cases → Overall number of cases

• Paid → Successfully completed/paid cases

• Not Paid → Pending or unpaid cases

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Monthly Cases

Displays a visual breakdown of case categories.

Includes:

• This Month

• Last Month

• 2 Month Delayed

• OA Cases

• SOA Cases

Each shows:

• Number of cases

• Percentage contribution

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Total Tracked (Analytics)

Shows total number of tracked segments.

Example:

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Case Types & Tracking

Displays system-related tracking information.

Example:

• GPS Offline → Indicates location tracking issues

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How to Use

View Team Performance

1. Open the Team tab

2. Review summary cards

3. Analyze department performance

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Switch Department

1. Tap Collections / Sales / Legal

2. View updated analytics

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Expand Analytics

1. Tap View More

2. Review detailed reports

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💡 Tip:
Use this screen daily to monitor team productivity, overdue tasks, and performance trends.

GPS Offline Screen

The GPS Offline Screen allows staff to view and manage contracts where GPS tracking is unavailable. It helps agents identify and review affected vehicles and customer details.

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Access Path

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Location Icon 📍

May be used to:

• View GPS-related information

• Access location tracking features

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Search Function

Search Bar

Allows users to search using:

• Phone number

• Contract number

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Contract List

Each item represents a GPS offline contract.

Example

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Information Displayed

• Contract Number

• Engine Number

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How to Use

View Contracts

1. Open GPS Offline from menu

2. Browse the list

3. Use search if needed

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Open Contract Details

1. Tap on a contract

2. View full information

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GPS Offline Details Screen

Displays detailed information about a selected GPS offline contract.

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Header Section

Page Title

GPS offline contract Details

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Description

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Contract Information

Displays complete details of the selected contract:

• Customer Name → Name of the customer

• Phone Number → Contact number

• Contract Number → Unique ID

• Car Information → Vehicle model and details

• Car Engine Number → Engine ID

• GPS EMI Number → GPS installment/availability status

• Vin Code → Vehicle identification number

• Asset Valuation ID → Internal tracking ID

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Example

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How to Use

View Details

1. Select a contract from the list

2. Review all customer and vehicle details

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💡 Tip:
Use this screen to quickly identify vehicles with GPS issues and take necessary follow-up actions.

Call History Screen

The Call History Screen allows staff to view and track all logged customer calls, including call duration and date. This helps monitor communication history and follow-ups.

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Access Path

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Call History List Screen

Overview

Displays a list of all recorded calls made by the user.

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Header Section

Page Title

Call History

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Description

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Call Icon 📞

• Used to initiate or access calling features

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Call List

Each card represents a logged call.

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Information Displayed

• Customer Name

• Phone Number

• Call Date

• Call Duration

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Example

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Pagination

Located at the bottom of the screen.

Controls

• Prev Button → Go to previous page

• Next Button → Go to next page

• Page Indicator → Shows current page

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Example

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How to Use

View Call History

1. Open Call History from menu

2. Scroll through the list

3. Use pagination to navigate

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Analyze Calls

• Check call duration

• Review recent interactions

• Identify follow-up needs

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Bottom Navigation Bar

Provides quick access to main modules:

• Home

• Tasks

• Sales

• Legal

• Team

• Customers

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Empty State (Optional)

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Notes

• Calls are listed in descending order (latest first)

• Data helps track staff communication performance

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💡 Tip:
Use this screen daily to ensure no customer follow-up is missed.

Note Details Screen

Overview

The Note Details Screen allows staff to create and save notes related to customers, contracts, and follow-ups. It helps track important interactions and maintain proper records.

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Access Path

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Note Details Form

Overview

Provides input fields to create a new note linked to a customer and contract.

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Header Section

Page Title

Note Details

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Description

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Book Icon 📖

• Represents note/document management

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Input Fields

1. Customer Name

• Search and select a customer

• Supports:

  • Customer name

  • Phone number

  • Loan ID

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2. Contract Number

• Dropdown or searchable field

• Links note to a specific contract

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3. Subject

• Short title describing the note

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4. Date

• Default is current date

• May be editable

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5. Note Details

• Main content of the note

• Used for:

  • Call summaries

  • Customer updates

  • Follow-up actions

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Action Button

Save Button

• Label: Save

• Function:

  • Stores the note

  • Links it to selected customer and contract

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How to Use

Create a Note

1. Open Note Details

2. Search and select a Customer

3. Select Contract Number

4. Enter a Subject

5. Verify or update the Date

6. Enter detailed information in Note Details

7. Tap Save

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Validation Rules (Recommended)

• Customer selection is required

• Contract number is required

• Subject should not be empty

• Note details must contain meaningful content

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Success State

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Error States

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💡 Tip:
Use notes immediately after calls or customer visits to ensure accurate tracking and better follow-up management.

Staff Screen

The Staff Screen allows users to view and manage all staff members in the system. It provides a searchable list of staff and an option to add new users.

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Header Section

Page Title

Staff

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Description

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Search Function

Search Bar

Allows users to search staff by:

• Name

• Phone number

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Add Staff

Add Staff Button

Allows users to create a new staff account.

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Staff List

Each item represents a staff member.

Example:

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Information Displayed

Each record shows:

• Staff Name

• Phone Number

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How to Use

View Staff

1. Open the Staff section

2. Browse or search staff members

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Add New Staff

1. Tap Add Staff

2. Fill in required details

3. Tap Save User

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Add New User Screen

The Add New User Screen allows administrators to create new staff accounts by entering personal, role, and address details.

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Personal Information

• Name → Full name of staff

• Phone → Contact number

• Email → Optional email address

• Family Book → Additional identification

• Birth Date → Date of birth

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Role & Department

• Role → Select user role

• Department → Select department

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Address

• Address Unit → Street or unit

• Province → Select province

• City → Select city

• Village → Select village

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Security

• Password → Minimum 8 characters (with uppercase & number)

• Confirm Password → Re-enter password

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Actions

Save User

Creates the new staff account after validation.

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Navigation

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Staff Details Screen

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Header Section

Page Title

Staff

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Description

View Staff Details

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Basic Information

Displays personal details of the staff member:

• Name → Full name of the staff member

• Gender → Male or Female

• Date of Birth → Staff member’s birth date

• Family Book → Official identification/reference number

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Contact Information

• Phone → Contact number

• Email → Email address

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Roles

Shows the role assigned to the staff member.

Example:

• Manager

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Departments

Displays the department the staff belongs to.

Example:

• Legal

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Address

• House No → House number

• Village → Village name

• City → City name

• Province → Province

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Actions

Edit Staff

Allows users to update or modify staff information.

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How to Use

View Staff Details

1. Open the Staff section

2. Select a staff member

3. View all details

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Edit Staff

1. Tap Edit Staff

2. Update required fields

3. Save changes

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Edit User Screen

The Edit New User Screen allows administrators to create a new staff account by entering personal, role, and address details.

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Personal Information

• Name → Staff full name

• Phone → Contact number

• Email → Email address

• Family Book → Identification number

• Birth Date → Date of birth

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Role & Department

• Role → Select staff role (e.g., Manager)

• Department → Select department (e.g., Legal)

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Address

• Address Unit → House or unit number

• Province → Select province

• City → Select city

• Village → Select village

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Actions

Save User

Creates the new staff account after entering all required details.

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Security

Reset Password

Option to reset or assign a password for the user.

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How to Use

Add New User

1. Open Edit Staff

2. Enter all required information

3. Select role and department

4. Fill address details

5. Tap Save User

Reassigned Tasks Screen

Reassigned Tasks Screen

The Reassigned Tasks Screen allows users to view tasks that have been reassigned between sales staff. It shows both previous and current sales persons for each contract.

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Task List

Each item represents a reassigned task.

Example:

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Information Displayed

Each record shows:

• Contract Number
• Previous Sales Person
• Current Sales Person

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How to Use

View Reassigned Tasks

1. Open the Reassigned Tasks section
2. Browse the list of tasks
3. Tap a task to view more details

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Reassign Task Details Screen

The Reassign Task Details Screen shows detailed information about a specific reassigned task, including the reason for reassignment.

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Task Details Section

Displays key information:

• Task ID → Unique task identifier
• Contract Number → Related contract
• Previous Sales Person
• Current Sales Person
• Reason → Explanation for reassignment

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Example:

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How to Use

View Task Details

1. Select a task from the list
2. Review all reassignment details

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Navigation

Offer Loan Screen

 

The Offer Loan Screen allows staff to view existing loan offers and create new loan applications for customers.

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Search Function

Search Bar

Allows users to search by:

• Contract number
• Loan ID

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Main Action

Offer New Loan

Button used to create a new loan offer.

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Loan List

Each item represents a loan offer.

Example:

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Information Displayed

Each record shows:

• Loan Number
• Customer Name
• Loan Type
• Loan Amount
• Status

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Status Types

Common statuses include:

• Active → Loan is currently active
• Pending Approval → Waiting for approval
• Pending Disbursement → Approved but funds not released
• Pending → Still in process
• Not Pending → No pending actions

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How to Use

View Loan

1. Open the Offer Loan tab
2. Browse or search records
3. Tap a loan to view details

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Offer Loan Screen

The Create Offer Loan Screen allows staff to create a new loan offer by entering customer and financial details.

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Form Fields

Customer

Search customer by name or phone number

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Customer Monthly Income

Enter total monthly income

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Customer Monthly Expenditure

Enter monthly expenses

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Customer Monthly Profit

Automatically calculated

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Contract Type

Select loan type (e.g., SME Car)

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Loan Amount

Enter loan value

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Currency

Select currency:

• USD
• THB
• LAK

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Contract Date

Select the loan start date

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Action

Save Offer

Saves the new loan application

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How to Use

Create Loan Offer

1. Tap Offer New Loan
2. Fill in all required fields
3. Tap Save Offer
4. Loan will be added to the list

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Offer Loan Details Screen

The Offer Loan Details Screen shows full information about a selected loan and allows staff to take actions.

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Loan Details

Displays:

• Loan Number
• Contract Type
• Status
• Created Date
• Contract Date

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Customer Information

• Customer Name
• Customer ID

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Financial Information

• Loan Amount

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Actions

Advance Stage

Moves the loan to the next stage

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Log Call

Records customer communication

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How to Use

View Details

1. Select a loan from the list
2. Review all information

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Update Loan

1. Tap Advance Stage
2. Update progress
3. Save changes

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Log Call

1. Tap Log Call
2. Enter details
3. Save

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Navigation

Location Screen

The Location Screen allows staff to view and manage collection locations linked to contracts. Users can search, add, and update location details.

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Search Function

Search Bar

Allows users to search by:

• Contract number
• Address

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Main Action

Add Location

Button used to create a new collection location.

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Location List

Each item represents a saved location.

Example:

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Information Displayed

Each record shows:

• Contract Number
• Address

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How to Use

View Locations

1. Open the Location screen
2. Browse or search locations
3. Tap edit icon to modify

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Add Location Screen

The Add Location Screen allows staff to create or update a collection location for a contract.

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Form Fields

Contract Number

Enter or select the contract number

Example:

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Address

Enter the full collection address

Example:

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Action

Save Location

Saves the location details to the system

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How to Use

Add Location

1. Tap Add Location
2. Enter contract number
3. Enter address
4. Tap Save Location

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Edit Location

1. Tap edit icon from list
2. Update details
3. Tap Save Location

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Navigation

Profile Screen

The Profile Screen allows users to view their personal account details and manage their login credentials, including updating their password.

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Profile Information

Displays user account details:

• Full Name → User’s registered name
• Role → User role in the system (e.g., Sales)
• Mobile Number → Registered phone number
• Email Address → User’s email

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Change Password Section

Allows users to update their account password.

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Form Fields

Current Password

Enter your existing password

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New Password

Enter a new password

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Confirm New Password

Re-enter the new password for confirmation

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Visibility Icon 

Allows users to:

• Show password
• Hide password

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Action

Update Password

Saves and updates the new password

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How to Use

View Profile

1. Open the Profile screen
2. Review your account details

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Change Password

1. Enter Current Password
2. Enter New Password
3. Confirm the new password
4. Tap Update Password

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Security Tips

• Use a strong password
• Do not share your credentials
• Change your password regularly

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Navigation

Capture Screen

The Record Collection (Capture) Screen allows staff to record payment collections by capturing proof (image/file) and entering transaction details such as contract number, amount, and payment date.

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Image Upload Section

Choose Image

Users can attach proof of collection using:

• Camera → Capture image directly
• File → Upload from device

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File Status

Displays whether a file has been attached.

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Form Fields

Contract Number

Enter the contract number related to the payment

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Select Currency Type

Choose one:

• USD
• THB
• LAK

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Amount

Enter the collected amount

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Paid Date (ISO)

Select the payment date

Example:

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Action

Save

Saves the collection record to the system

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How to Use

Record Collection

1. Upload image using Camera or File
2. Enter Contract Number
3. Select Currency Type
4. Enter Amount
5. Select Paid Date
6. Tap Save

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Notes

• Always attach proof of payment
• Ensure contract number is correct
• Verify amount before saving

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Navigation

Task Screen

The Task Screen allows staff to view, filter, and manage assigned customer tasks related to payments and follow-ups.

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Search Function

Search Bar

Allows users to search tasks by:

• Customer name
• Task-related details

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Filters

Time Filters

• Delay This Month → Tasks delayed in current month
• Delay Last Month → Tasks delayed in previous month
• OA Contract → Tasks related to OA contracts

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Payment Filters

• All → Show all tasks
• Paid → Completed payments
• Not Paid → Pending payments

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Task List

Each item represents a customer task.

Example:

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Information Displayed

Each record shows:

• Customer Name
• Mobile Number

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Pagination

• Prev → Go to previous page
• Next → Go to next page
• Displays current page (e.g., Page 1 of 3)

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How to Use

View Tasks

1. Open the Task screen
2. Use filters to narrow results
3. Search if needed
4. Select a task to view details

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Task Details Screen

The Task Details Screen provides complete information about a selected task and allows staff to take follow-up actions.

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Task Information

Displays:

• Customer Name
• Mobile Number
• Contract Type
• Contract Number
• Fully Paid Installment Date
• Next Due Date

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Actions

Call Screen Customer

Initiates customer follow-up or call process

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Promise Dates

Set or update customer promised payment dates

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Reassign Task

Assign task to another staff member

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How to Use

Manage Task

1. Select a task from the list
2. Review task information
3. Choose an action:
   • Call customer
   • Set promise date
   • Reassign task

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Navigation