# LALCO STAFF APP

# Login Screen

[![WhatsApp Image 2026-06-29 at 11.24.04 AM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-11-24-04-am.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-11-24-04-am.jpeg)

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

---

### Screen Fields

#### Email Address

Users must enter their **registered company email address**.

Example:

<div class="relative w-full mt-4 mb-1" id="bkmrk-staff%40lalco.la"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼk ͼy" dir="ltr" id="bkmrk-staff%40lalco.la-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">staff@lalco.la</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>This email must be provided by the **system administrator**.

---

#### Password / PIN

Users must enter their **secure password** associated with their account.

Security features:

- The password is hidden by default.
- The **eye icon** can be used to show or hide the password.

---

#### Sign In Button

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

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

---

### Terms &amp; Privacy

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

<div class="relative w-full mt-4 mb-1" id="bkmrk-by-continuing-you-ag"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼk ͼy" dir="ltr" id="bkmrk-by-continuing-you-ag-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">By continuing, you agree to the Terms &amp; Privacy</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>This indicates that by logging in, the user agrees to the company's usage policies.

---



# 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**.

[![WhatsApp Image 2026-06-29 at 11.33.56 AM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-11-33-56-am.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-11-33-56-am.jpeg)

---

# Common Login Issues

[![WhatsApp Image 2026-06-29 at 11.46.37 AM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-11-46-37-am.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-11-46-37-am.jpeg)

### 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:

<div class="relative w-full mt-4 mb-1" id="bkmrk-username%40lalco.lk"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼk ͼy" dir="ltr" id="bkmrk-username%40lalco.lk-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">username@lalco.la</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>---

# Security Guidelines

- Do **not share your login credentials**.
- Always **log out when using a shared device**.

Change your password regularly.

# Home Screen

[![WhatsApp Image 2026-06-29 at 11.33.56 AM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-11-33-56-am.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-11-33-56-am.jpeg)

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.

---

# 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.

[![WhatsApp Image 2026-06-29 at 12.02.11 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-12-02-11-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-12-02-11-pm.jpeg)

---

### 2. Notification Icon 🔔

The **bell icon** shows notifications such as:

- New assigned tasks
- Follow-up reminders
- Customer updates
- System alerts

[![WhatsApp Image 2026-06-29 at 12.03.20 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-12-03-20-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-12-03-20-pm.jpeg)

---

### 3. Menu Icon ☰

[![WhatsApp Image 2026-06-29 at 12.06.36 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-12-06-36-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-12-06-36-pm.jpeg)

###   


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:

---

#### Menu Options

- **GPS Offline**  
    Indicates the current GPS status. This helps agents know whether location tracking is active or not.
- **Offer Loan**  
    Access the loan offering feature to create or manage loan proposals.
- **User**  
    Access user profile information and settings.
- **Payment 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.
- **Gurantor**  The guarantor details of each contract.

---

# Overview Panel

[![WhatsApp Image 2026-06-29 at 12.14.10 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-12-14-10-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-12-14-10-pm.jpeg)

This section shows a quick summary of the daily activity.

### 4.FieldOps Badge

Indicates the user is operating in **Field Operations mode**.

---

### 5. Welcome Message

Displays the logged-in staff member’s name.

Example:

<div class="relative w-full mt-4 mb-1" id="bkmrk-welcome-back-agent"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼk ͼy" dir="ltr" id="bkmrk-welcome-back-agent-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Welcome back, staff name</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>---

### 6. Current Date

Shows the **current working date** for reference.

<div class="relative w-full mt-4 mb-1" id="bkmrk--14"><div class=""><div class="relative"><div class=""><div class="">  
</div></div></div></div></div>---

# Activity Summary Cards

[![WhatsApp Image 2026-06-29 at 12.19.20 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-12-19-20-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-12-19-20-pm.jpeg)

These cards show important performance indicators for the day.

### 7. Overdue

Displays the number of **customers with overdue payments**.

Example:

<div class="relative w-full mt-4 mb-1" id="bkmrk-4-overdue"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼk ͼy" dir="ltr" id="bkmrk-4-overdue-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">4 Overdue</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>This helps agents prioritise collections.

---

### 8. Due Today

Shows the **total amount that needs to be collected today**.

Example:

<div class="relative w-full mt-4 mb-1" id="bkmrk-%2435584.00"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼk ͼy" dir="ltr" id="bkmrk-%2435584.00-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">$35584.00</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>---

### 9. Completed

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

Example:

<div class="relative w-full mt-4 mb-1" id="bkmrk-10-completed"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼk ͼy" dir="ltr" id="bkmrk-10-completed-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">0 Completed</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>---

### 10. Collected Today

Shows the **total amount successfully collected today**.

Example:

<div class="relative w-full mt-4 mb-1" id="bkmrk-%245358.00"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼk ͼy" dir="ltr" id="bkmrk-%245358.00-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">$5358.00</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>---

# Quick Access Section

[![WhatsApp Image 2026-06-29 at 12.22.43 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-12-22-43-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-12-22-43-pm.jpeg)

The **Quick Access** panel provides shortcuts to frequently used actions.

### 11. Follow-up

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

Agents can set:

- Follow-up date
- Follow-up notes

---

### 12. 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

---

### 13. Payment Capture

This allows the user to add the payment collection receipt.

- The user can upload the collection receipt.
- And upload the receipt that will be reflected in the LMS, also

### 14. Add Note

Agents can record **internal notes about customers or cases**.

Notes may include:

- Customer discussions
- Payment promises
- Special instructions

---

# Bottom Navigation Menu

[![WhatsApp Image 2026-06-29 at 12.29.00 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-12-29-00-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-12-29-00-pm.jpeg)

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

### 16. Home

Returns to the **Dashboard screen**.

---

### 17. Tasks

Shows all assigned **tasks and pending activities**.

---

### 18. Sales

Used to manage **loan sales and offers**.

---

### 19. Legal

Displays cases that require **legal action or documentation**.

---

### 20. Team

Shows team members and allows **team coordination**.

---

### 21. Customers

Provides access to the **customer database**.

Agents can:

- Search customers
- View loan details
- Update records

# Sales Screen

<div class="relative basis-auto flex-col -mb-(--composer-overlap-px) [--composer-overlap-px:28px] grow flex" id="bkmrk-the-sales-screen-all"><div class="flex flex-col text-sm pb-25"><article class="text-token-text-primary w-full focus:outline-none [--shadow-height:45px] has-data-writing-block:pointer-events-none has-data-writing-block:-mt-(--shadow-height) has-data-writing-block:pt-(--shadow-height) [&:has([data-writing-block])>*]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" data-scroll-anchor="true" data-testid="conversation-turn-16" data-turn="assistant" data-turn-id="3893cdd3-96d9-483b-b907-aa1d4d72ad76" dir="auto" tabindex="-1"><table border="1" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><tbody><tr><td>[![WhatsApp Image 2026-06-29 at 1.39.24 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-1-39-24-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-1-39-24-pm.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 1.39.25 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-1-39-25-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-1-39-25-pm.jpeg)</td></tr></tbody></table>

  
The **Sales Screen** allows staff to view and manage all loan sales within the system. It provides a searchable and filterable list of sales records, helping agents track contract details.

<div class="text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)"><div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" tabindex="-1"><div class="flex max-w-full flex-col gap-4 grow"><div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-1" data-message-author-role="assistant" data-message-id="3893cdd3-96d9-483b-b907-aa1d4d72ad76" data-message-model-slug="gpt-5-3" dir="auto"><div class="flex w-full flex-col gap-1 empty:hidden"><div class="markdown prose dark:prose-invert w-full wrap-break-word dark markdown-new-styling">---

</div></div></div></div></div></div># Header Section

### Page Title

**Sales**

Indicates that the user is viewing the list of all sales records.

<div class="text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)"><div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" tabindex="-1"><div class="flex max-w-full flex-col gap-4 grow"><div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-1" data-message-author-role="assistant" data-message-id="3893cdd3-96d9-483b-b907-aa1d4d72ad76" data-message-model-slug="gpt-5-3" dir="auto"><div class="flex w-full flex-col gap-1 empty:hidden"><div class="markdown prose dark:prose-invert w-full wrap-break-word dark markdown-new-styling">---

</div></div></div></div></div></div>### Description

<div class="text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)"><div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" tabindex="-1"><div class="flex max-w-full flex-col gap-4 grow"><div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-1" data-message-author-role="assistant" data-message-id="3893cdd3-96d9-483b-b907-aa1d4d72ad76" data-message-model-slug="gpt-5-3" dir="auto"><div class="flex w-full flex-col gap-1 empty:hidden"><div class="markdown prose dark:prose-invert w-full wrap-break-word dark markdown-new-styling"><div class="relative w-full mt-4 mb-1"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼk ͼy" dir="ltr" id="bkmrk-view-your-sales-list"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">View Your Sales List</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div></div></div></div></div></div></div>Provides a quick explanation of the screen’s purpose.

<div class="text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)"><div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" tabindex="-1"><div class="flex max-w-full flex-col gap-4 grow"><div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-1" data-message-author-role="assistant" data-message-id="3893cdd3-96d9-483b-b907-aa1d4d72ad76" data-message-model-slug="gpt-5-3" dir="auto"><div class="flex w-full flex-col gap-1 empty:hidden"><div class="markdown prose dark:prose-invert w-full wrap-break-word dark markdown-new-styling">---

</div></div></div></div></div></div>### Action Icon 📈

The icon on the right may be used to:

<div class="text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)"><div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" tabindex="-1"><div class="flex max-w-full flex-col gap-4 grow"><div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-1" data-message-author-role="assistant" data-message-id="3893cdd3-96d9-483b-b907-aa1d4d72ad76" data-message-model-slug="gpt-5-3" dir="auto"><div class="flex w-full flex-col gap-1 empty:hidden"><div class="markdown prose dark:prose-invert w-full wrap-break-word dark markdown-new-styling">- View **sales analytics**

---

</div></div></div></div></div></div># Search Function

### Search Bar

<div class="text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)"><div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" tabindex="-1"><div class="flex max-w-full flex-col gap-4 grow"><div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-1" data-message-author-role="assistant" data-message-id="3893cdd3-96d9-483b-b907-aa1d4d72ad76" data-message-model-slug="gpt-5-3" dir="auto"><div class="flex w-full flex-col gap-1 empty:hidden"><div class="markdown prose dark:prose-invert w-full wrap-break-word dark markdown-new-styling"><div class="relative w-full mt-4 mb-1"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼk ͼy" dir="ltr" id="bkmrk-search-by-sale"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Search by sale</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div></div></div></div></div></div></div>Allows users to search sales by:

<div class="text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)"><div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" tabindex="-1"><div class="flex max-w-full flex-col gap-4 grow"><div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-1" data-message-author-role="assistant" data-message-id="3893cdd3-96d9-483b-b907-aa1d4d72ad76" data-message-model-slug="gpt-5-3" dir="auto"><div class="flex w-full flex-col gap-1 empty:hidden"><div class="markdown prose dark:prose-invert w-full wrap-break-word dark markdown-new-styling">- contract No

---

</div></div></div></div></div></div># Filter Options

Users can filter sales based on their status

<div class="text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)"><div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" tabindex="-1"><div class="flex max-w-full flex-col gap-4 grow"><div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-1" data-message-author-role="assistant" data-message-id="3893cdd3-96d9-483b-b907-aa1d4d72ad76" data-message-model-slug="gpt-5-3" dir="auto"><div class="flex w-full flex-col gap-1 empty:hidden"><div class="markdown prose dark:prose-invert w-full wrap-break-word dark markdown-new-styling">- **G department**
- **Department**
- **Branch**
- **Unit**
- **Mini Unit**

</div></div></div></div></div></div>The filters above are displayed based on the user's role.

When the role is,

- Admin can view all the filters.
- g\_dept, can all filters except the g department
- dept, can branch, unit and ini unit filters
- sec\_branch can view the unit and the mini unit
- unit, can view,munit
- munit can see the filters; they can only see the search filters,

<div class="text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)"><div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" tabindex="-1"><div class="flex max-w-full flex-col gap-4 grow"><div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-1" data-message-author-role="assistant" data-message-id="3893cdd3-96d9-483b-b907-aa1d4d72ad76" data-message-model-slug="gpt-5-3" dir="auto"><div class="flex w-full flex-col gap-1 empty:hidden"><div class="markdown prose dark:prose-invert w-full wrap-break-word dark markdown-new-styling">---

</div></div></div></div></div></div># Sales List

Each item in the list represents a **sale record**. All sales(contract recodes) are active cases in LMSV1

<div class="text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)"><div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" tabindex="-1"><div class="flex max-w-full flex-col gap-4 grow"><div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-1" data-message-author-role="assistant" data-message-id="3893cdd3-96d9-483b-b907-aa1d4d72ad76" data-message-model-slug="gpt-5-3" dir="auto"><div class="flex w-full flex-col gap-1 empty:hidden"><div class="markdown prose dark:prose-invert w-full wrap-break-word dark markdown-new-styling"><div class="relative w-full mt-4 mb-1"><div class=""><div class="relative"><div class=""></div></div></div></div>---

</div></div></div></div></div></div>### Information Displayed

Each sales item shows:

<div class="text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)"><div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" tabindex="-1"><div class="flex max-w-full flex-col gap-4 grow"><div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-1" data-message-author-role="assistant" data-message-id="3893cdd3-96d9-483b-b907-aa1d4d72ad76" data-message-model-slug="gpt-5-3" dir="auto"><div class="flex w-full flex-col gap-1 empty:hidden"><div class="markdown prose dark:prose-invert w-full wrap-break-word dark markdown-new-styling">- **Sale ID** (e.g., 2000010)
- **Loan/Product Type** (e.g., SME Car, Real Estate)
- **Loan Amount** (e.g., 28990 USD)
- **Status** (e.g., Active)

  
</div></div></div></div></div></div><div class="text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)"><div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" tabindex="-1"><div class="flex max-w-full flex-col gap-4 grow"><div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-1" data-message-author-role="assistant" data-message-id="3893cdd3-96d9-483b-b907-aa1d4d72ad76" data-message-model-slug="gpt-5-3" dir="auto"><div class="flex w-full flex-col gap-1 empty:hidden">---

</div></div></div></div></div># Sales Details Screen

<table border="1" style="border-collapse: collapse; width: 100.119%; height: 503px;"><colgroup><col style="width: 50.1048%;"></col><col style="width: 50.1048%;"></col></colgroup><tbody><tr><td>[![WhatsApp Image 2026-06-29 at 1.59.31 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-1-59-31-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-1-59-31-pm.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 1.59.31 PM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-1-59-31-pm1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-1-59-31-pm1.jpeg)</td></tr></tbody></table>

  
The **Sales Details Screen** provides detailed information about a selected contract. It allows staff to review contract details.

---

# Header Section

### Page Title

**Sales**

Indicates the user is viewing detailed information of a specific sale.

---

### Description

<div class="relative w-full mt-4 mb-1"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼk ͼy" dir="ltr" id="bkmrk-view-your-sales-deta"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">View Your Sales Details</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>Explains the purpose of this screen.

---

### Back Button ←

Allows users to return to the **Sales List Screen**.

---

### Action Icon 📈

May be used to view:

- Sales performance
- Reports or analytics related to the selected contract

---

# Contact Information Section

This section displays key details of the selected sale/contract.

- contract type
- contract number
- loan amount
- customer name
- mobile number
- contract status
- disbursement date
- Organisation Hierarchy.

---

</article></div></div><div class="relative basis-auto flex-col -mb-(--composer-overlap-px) [--composer-overlap-px:28px] grow flex" id="bkmrk-%C2%A0-the-sales-screen-a"><div class="flex flex-col text-sm pb-25"><article class="text-token-text-primary w-full focus:outline-none [--shadow-height:45px] has-data-writing-block:pointer-events-none has-data-writing-block:-mt-(--shadow-height) has-data-writing-block:pt-(--shadow-height) [&:has([data-writing-block])>*]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" data-scroll-anchor="true" data-testid="conversation-turn-16" data-turn="assistant" data-turn-id="3893cdd3-96d9-483b-b907-aa1d4d72ad76" dir="auto" tabindex="-1"><div class="text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)"><div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" tabindex="-1"><div class="flex max-w-full flex-col gap-4 grow"><div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-1" data-message-author-role="assistant" data-message-id="3893cdd3-96d9-483b-b907-aa1d4d72ad76" data-message-model-slug="gpt-5-3" dir="auto"><div class="flex w-full flex-col gap-1 empty:hidden"></div></div></div></div></div></article></div></div>

# Legal Screen

[![WhatsApp Image 2026-06-30 at 10.39.10 AM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-10-39-10-am.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-10-39-10-am.jpeg)

---

### Description

<div class="relative w-full mt-4 mb-1" id="bkmrk-view-your-legal-list"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼk ͼy" dir="ltr" id="bkmrk-view-your-legal-list-1"><div class="cm-scroller"></div></div></div></div></div></div></div></div><div class="">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.The legal cases are contracts that require the necessary legal actions. Those contract details are listed in this screen.</div></div></div></div>---

# Search Function

### Search Bar

<div class="relative w-full mt-4 mb-1" id="bkmrk-search-by-legal"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼk ͼy" dir="ltr" id="bkmrk-search-by-legal-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Search by legal</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>Allows users to search by:

- Contract number

---

# Filter Options

Legal cases can be filtered by the following statuses:

- **Pending** – When the collection team adds a contract that requires legal action in the **Special Cases** screen, it is initially listed with the **Pending** status.
- **Approved** – After the legal team approves the special case, it is listed under the **Approved** status.
- **Closed** – After the legal team dismisses or closes the special case, it is listed under the **Closed** status.

<div class="relative w-full mt-4 mb-1" id="bkmrk-k-10063-%E2%80%93-khampheng-"><div class=""><div class="relative"></div></div></div>### How to Use

### View a Case

1. Open the **Legal tab**
2. Browse or search cases
3. Tap a case to view details

---

---

# Legal Details Screen

[![WhatsApp Image 2026-06-30 at 10.55.20 AM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-10-55-20-am.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-10-55-20-am.jpeg)

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

---

# Legal Details Section

Displays key information about the legal screen.

---

# Actions

<table border="1" id="bkmrk--5" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><tbody><tr><td class="align-center">[![WhatsApp Image 2026-06-30 at 10.36.15 AM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-10-36-15-am1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-10-36-15-am1.jpeg)</td><td class="align-center">[![WhatsApp Image 2026-06-30 at 10.36.15 AM(2).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-10-36-15-am2.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-10-36-15-am2.jpeg)</td></tr></tbody></table>

Before taking legal action, the legal team must confirm the contract that requires legal action.  
For that need to submit this legal action form.

- If the legal status is **Approved by Legal, the status** will be changed to **Approved**
- If the legal status is **Dismissed by Legal, the status** will be changed to **Close**

---

# How to Use

### View Details

1. Select a case from the list
2. Review all details

---

<div class="relative w-full mt-4 mb-1" id="bkmrk-legal-screen-%E2%86%92-selec"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼk ͼy" dir="ltr" id="bkmrk-legal-screen-%E2%86%92-selec-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly"></div></div></div></div></div></div></div></div></div></div></div></div>

# Customers Screen

<table border="1" id="bkmrk-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 33.3333%;"></col><col style="width: 33.3333%;"></col><col style="width: 33.3333%;"></col></colgroup><tbody><tr><td>[![WhatsApp Image 2026-06-29 at 4.42.14 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/EWhwhatsapp-image-2026-06-29-at-4-42-14-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/EWhwhatsapp-image-2026-06-29-at-4-42-14-pm.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 4.42.14 PM(2).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-4-42-14-pm2.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-4-42-14-pm2.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 4.42.14 PM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-4-42-14-pm1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-4-42-14-pm1.jpeg)</td></tr></tbody></table>

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.

---

## Header Section

**Page Title**  
Customers

**Description**  
View your customer list and manage customer records.

---

## Search Function

**Search Bar**  
Search by customer

Allows users to search by:

- Customer Name
- Phone Number

---

## Filter Options

Users can filter customers by status:

In the filter options, there are two main sections.

- Sales Team
- Collection Team

**When the filter is <span style="text-decoration: underline;">Sales Team</span> below filters can apply,**

- G department
- Department
- Branch
- Unit
- Mini Unit

**When the filter is <span style="text-decoration: underline;">Collection Team</span> below filters can apply,**

- G department
- Department
- Collection Unit
- collection tl
- collection

The above filters will display like this.

**When the user role is admin**

- The admin has both sales and collections and can apply all the filters mentioned above.

**When the user role is gdept**

- The gdept has both sales and collections and can apply all the filters mentioned above except G department.

**When the user role is dept**

- The dept has both sales and collections and can apply all the filters mentioned above except G department and department

**When the user role is branch.**

- Display only the sales team.
- Display the unit and Munit filters

**When the user role is unit.**

- Display only the sales team.
- Display the Munit.

**When the user role is MUnit.**

- Only the search bar filter can be applied.

**When the user role is collection unit.**

- Display only the collection team.
- Display the collection tl and collection filters

**When the user role is Collection tl.**

- Display only the collection team.
- Display the collection.

**When the user role is Collection.**

- Only the search bar filter can be applied.

---

## Customer List

Each item represents a customer.

**Example:**

- user – 02056087740

**Information Displayed**  
Each record shows:

- Customer Name
- Phone Number

---

## How to Use

**View a Customer**

1. Open the Customers tab
2. Browse or search the list
3. Tap a customer to view details

---

#  Customer Details Screen

<table border="1" id="bkmrk--7" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><tbody><tr><td>[![WhatsApp Image 2026-06-29 at 5.03.48 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-5-03-48-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-5-03-48-pm.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 5.03.48 PM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-5-03-48-pm1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-5-03-48-pm1.jpeg)</td></tr></tbody></table>

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

---

## Customer Details Section

Displays key information:

- **Name** → Customer Name
- **Phone Number** → Contact number
- **Address** → Unit, Village, City, Province
- **Contract Numbers** → Linked contracts

---

## Actions

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

Used for:

- Customer visits

---

## 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

---

## Navigation

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

---

# Add Visit Result Screen

This screen is explained in the task description. The navigation also redirects to the same screen described in the task (Customer Visit).

# Team Dashboard Screen

<table border="1" id="bkmrk--1" style="border-collapse: collapse; width: 110.952%; height: 326.766px;"><colgroup><col style="width: 20.0238%;"></col><col style="width: 20.0238%;"></col><col style="width: 20.0238%;"></col><col style="width: 20.0238%;"></col><col style="width: 20.0238%;"></col></colgroup><tbody><tr style="height: 326.766px;"><td style="height: 326.766px;">[![WhatsApp Image 2026-07-06 at 4.46.39 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-07/scaled-1680-/whatsapp-image-2026-07-06-at-4-46-39-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-07/whatsapp-image-2026-07-06-at-4-46-39-pm.jpeg)</td><td style="height: 326.766px;">[![WhatsApp Image 2026-07-06 at 4.46.39 PM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-07/scaled-1680-/whatsapp-image-2026-07-06-at-4-46-39-pm1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-07/whatsapp-image-2026-07-06-at-4-46-39-pm1.jpeg)</td><td style="height: 326.766px;">[![WhatsApp Image 2026-07-06 at 4.46.40 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-07/scaled-1680-/whatsapp-image-2026-07-06-at-4-46-40-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-07/whatsapp-image-2026-07-06-at-4-46-40-pm.jpeg)</td><td style="height: 326.766px;">[![WhatsApp Image 2026-07-06 at 4.46.40 PM(2).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-07/scaled-1680-/whatsapp-image-2026-07-06-at-4-46-40-pm2.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-07/whatsapp-image-2026-07-06-at-4-46-40-pm2.jpeg)</td><td style="height: 326.766px;">[![WhatsApp Image 2026-07-06 at 4.46.41 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-07/scaled-1680-/whatsapp-image-2026-07-06-at-4-46-41-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-07/whatsapp-image-2026-07-06-at-4-46-41-pm.jpeg)</td></tr></tbody></table>

The **Team Dashboard Screen** provides a quick overview of team performance, task distribution, and case analytics. It helps staff monitor monthly cases.GPS offline count.

---

# Header Section

### Date Indicator

Displays the current working day.

Example:

<div class="relative w-full mt-4 mb-1" id="bkmrk-today-%2F-thu%2C-mar-19"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼk ͼy" dir="ltr" id="bkmrk-today-%2F-thu%2C-mar-19-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Today / Thu, Mar 19</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>---

### Page Title

**Team Pulse**

Shows that this section focuses on **team activity and performance**.

---

# Team Summary Cards

This section provides a quick snapshot of team activity:

- **Open Tasks** → Total number of tasks
- **Done Today** → Tasks completed until the current day
- **Overdue** → Overdue contract count
- **Active Cases** → Total ongoing contract count handled by the team

---

# Department Tasks

### Tabs

Users can switch between departments:

- **Collections team**
- **Sales team**

This allows viewing performance data for each department separately.

User can apply the gdept, dept, sec\_branch, unit,munit filter for the sales team.

User can apply the gdept, dept, collection unit, collection tl and collection filter for the collection team.

---

# Analytics Section

#### Case overview

- ![WhatsApp Image 2026-07-06 at 4.46.40 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-07/scaled-1680-/whatsapp-image-2026-07-06-at-4-46-40-pm.jpeg)Done Today - Today payment collection contract count
- Active cases - Total active contract count
- Open Task - Total task count
- Overdue - Total overdue contract count

---

### Monthly break down

[![WhatsApp Image 2026-07-06 at 4.46.40 PM(2).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-07/scaled-1680-/whatsapp-image-2026-07-06-at-4-46-40-pm2.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-07/whatsapp-image-2026-07-06-at-4-46-40-pm2.jpeg)

---

### Monthly Cases

Displays a visual breakdown of case categories. These amounts will display according to the applied payments.

Includes:

- **This Month**
- **Last Month**
- **2 Months Delayed**
- **OA Cases  
    Each shows:

- Number of cases
- Percentage contribution

# How to Use

### View Team 

1. Open the **Team tab**

---

### Switch Department

1. Tap **Collections / Sales**
2. View updated analytics

# Collateral Screen

[![WhatsApp Image 2026-06-30 at 8.58.30 AM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-8-58-30-am1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-8-58-30-am1.jpeg)

The **Collateral Screen** allows staff to view and manage contracts, where GPS tracking and view details of the collateral of each contract

---

# Access Path

<div class="relative w-full mt-4 mb-1" id="bkmrk-menu-%E2%86%92-gps-offline"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ1c ͼ1q" dir="ltr" id="bkmrk-menu-%E2%86%92-gps-offline-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Menu → Collaterals</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>[![WhatsApp Image 2026-06-30 at 9.01.36 AM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-9-01-36-am.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-9-01-36-am.jpeg)

<div class="relative w-full mt-4 mb-1" id="bkmrk--3"><div class=""><div class="relative"><div class=""></div></div></div></div># Search Function

### Search Bar

<div class="relative w-full mt-4 mb-1" id="bkmrk-search-by-phone-or-c"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ1c ͼ1q" dir="ltr" id="bkmrk-search-by-phone-or-c-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Search by contract number</div></div></div></div></div></div></div></div></div></div></div></div>Allows users to search using:

- Contract number

### Filers 

The user can filter GPS offline and GPS online collaterals separately.

---

# Collateral List

Each item represents the collateral details of the contracts

---

### Information Displayed

- **Contract Number**
- **Engine Number**
- **Customer name**

---

# How to Use

### View Contracts

1. Open **side**  menu
2. Browse the list
3. Click the collateral

---

---

# Collateral Details Screen

<table border="1" id="bkmrk--4" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><tbody><tr><td>[![WhatsApp Image 2026-06-30 at 9.09.22 AM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-9-09-22-am.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-9-09-22-am.jpeg)</td><td>[![WhatsApp Image 2026-06-30 at 9.09.22 AM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-9-09-22-am1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-9-09-22-am1.jpeg)</td></tr></tbody></table>

Displays detailed information about a selected GPS offline contract.

---

# Header Section

### Page Title

**Collaterals**

---

### Description

<div class="relative w-full mt-4 mb-1" id="bkmrk-view-your-contract-d"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ1c ͼ1q" dir="ltr" id="bkmrk-view-your-contract-d-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">View Your Collateral Details</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>---

# 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

<div class="relative w-full mt-4 mb-1" id="bkmrk-customer-name%3A-kamal"><div class=""><div class="relative"></div></div></div>---

# How to Use

### View Details

1. Select an item from the list
2. Review all customer and vehicle details

---

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

# Special case Screen

<table border="1" id="bkmrk-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><tbody><tr><td class="align-center">[![WhatsApp Image 2026-06-30 at 9.40.15 AM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-9-40-15-am1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-9-40-15-am1.jpeg)</td><td class="align-center">[![WhatsApp Image 2026-06-30 at 9.40.15 AM(2).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-9-40-15-am2.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-9-40-15-am2.jpeg)</td></tr></tbody></table>

This screen allows users to view special cases. Contracts are treated as special cases when any of the predefined conditions are met. If a special case is identified during a **customer visit,** the submitted data will be displayed on the Special Cases screen.

- Marfia
- Third party
- Car broken
- Customer arrested / Passed away
- Seized by police
- Gps offline
- Other (assign to this filter when GPS Repair or installation)

---

# Access Path

<div class="relative w-full mt-4 mb-1" id="bkmrk-home-%E2%86%92-call-history"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼk ͼy" dir="ltr" id="bkmrk-home-%E2%86%92-call-history-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">side menue -&gt; special cases</div></div></div></div></div></div></div></div></div><div class=""><div class="">[![WhatsApp Image 2026-06-30 at 9.40.15 AM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-9-40-15-am.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-9-40-15-am.jpeg)</div></div></div></div></div>---

# Special case details screen

[![WhatsApp Image 2026-06-30 at 9.42.14 AM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-9-42-14-am.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-9-42-14-am.jpeg)

## Overview

User can view the full details about the special case.

---

## Actions on the special cases.

<table border="1" id="bkmrk--5" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><tbody><tr><td class="align-center">[![WhatsApp Image 2026-06-30 at 9.42.14 AM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-9-42-14-am1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-9-42-14-am1.jpeg)</td><td class="align-center">[![WhatsApp Image 2026-06-30 at 9.42.14 AM(2).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-9-42-14-am2.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-9-42-14-am2.jpeg)</td></tr></tbody></table>

If the special cases need to take legal action, the collection team need to mention it to take the legal actions. That is done in this section. For that need to specify **Approved by the collection team** as the status. After submission, the collection team user cannot change it. After submission, that data will be displayed in the legal screen.

# Note Details Screen

## Overview

[![WhatsApp Image 2026-06-30 at 11.25.32 AM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-11-25-32-am.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-11-25-32-am.jpeg)

The **Note Screen** allows staff to create and save notes related to customers, contracts, and follow-ups. It helps track important interactions and maintain proper records.After adding the note details, the note list will be updated

---

# Access Path

[![WhatsApp Image 2026-06-30 at 11.25.31 AM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-11-25-31-am.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-11-25-31-am.jpeg)

<div class="relative w-full mt-4 mb-1" id="bkmrk-home%E2%86%92-add-note"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ1c ͼ1q" dir="ltr" id="bkmrk-home%E2%86%92-add-note-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Home→ Add Note</div></div></div></div></div></div></div></div></div></div></div></div>The side menu also contains a section named **Notes**. Users can use this section to navigate to the **Notes** screen.

<div class="relative w-full mt-4 mb-1" id="bkmrk--4"><div class=""><div class="relative"><div class=""><div class="">  
</div></div></div></div></div>---

# Note Details Adding Form

[![WhatsApp Image 2026-06-30 at 11.26.00 AM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-11-26-00-am.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-11-26-00-am.jpeg)

After clicking this icon, the user can navigate to the note adding screen.

## Overview

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

[![4f005548-c4a3-414a-8dcc-07c0924ca8aa.jpg](http://wiki.lalco.la/uploads/images/gallery/2026-03/scaled-1680-/4f005548-c4a3-414a-8dcc-07c0924ca8aa.jpg)](http://wiki.lalco.la/uploads/images/gallery/2026-03/4f005548-c4a3-414a-8dcc-07c0924ca8aa.jpg)

The user must complete and submit the above form to create a note. When the user starts typing a customer name in the **Customer Name** field, a list of matching customers is displayed, allowing the user to select the appropriate customer. After selecting the customer, the user must select the corresponding contract number.

---

# Input Fields

### 1. Customer Name

<div class="relative w-full mt-4 mb-1" id="bkmrk-search-by-name%2C-phon"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ1c ͼ1q" dir="ltr" id="bkmrk-search-by-name%2C-phon-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Search by name, phone, or loan ID</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>- Search and select a customer
- Supports:
    
    
    - Customer name
    - Phone number
    - Loan ID

---

### 2. Contract Number

<div class="relative w-full mt-4 mb-1" id="bkmrk-search-contract-numb"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ1c ͼ1q" dir="ltr" id="bkmrk-search-contract-numb-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Search contract number</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>- Dropdown or searchable field
- Links note to a specific contract

---

### 3. Subject

<div class="relative w-full mt-4 mb-1" id="bkmrk-note-subject-or-titl"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ1c ͼ1q" dir="ltr" id="bkmrk-note-subject-or-titl-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Note subject or title</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>- Short title describing the note

---

### 4. Date

<div class="relative w-full mt-4 mb-1" id="bkmrk-mar-19%2C-2026"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ1c ͼ1q" dir="ltr" id="bkmrk-mar-19%2C-2026-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Mar 19, 2026</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>- Default is current date
- May be editable

---

### 5. Note Details

<div class="relative w-full mt-4 mb-1" id="bkmrk-enter-your-note-here"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ1c ͼ1q" dir="ltr" id="bkmrk-enter-your-note-here-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Enter your note here...</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>- Main content of the note
- Used for:
    
    
    - Call summaries
    - Customer updates
    - Follow-up actions

---

# Action Button

### Save Button

- Label: **Save**
- Function:
    
    
    - Stores the note
    - Links it to the selected customer and contract

---

# 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**

---

# Validation Rules (Recommended)

- Customer selection is **required**
- Contract number is **required**
- Subject should not be empty
- Note details must not be empty

---

# Success State

<div class="relative w-full mt-4 mb-1" id="bkmrk-note-saved-successfu"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ1c ͼ1q" dir="ltr" id="bkmrk-note-saved-successfu-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Note saved successfully</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>---

# Error States

<div class="relative w-full mt-4 mb-1" id="bkmrk-please-fill-all-requ"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ1c ͼ1q" dir="ltr" id="bkmrk-please-fill-all-requ-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Please fill all required fields</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div><div class="relative w-full mt-4 mb-1" id="bkmrk-failed-to-save-note."><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ1c ͼ1q" dir="ltr" id="bkmrk-failed-to-save-note.-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Failed to save note. Try again</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>---

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

# Staff Screen

# Staff List

Each item represents a staff member.

<table border="1" id="bkmrk-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><tbody><tr><td>[![WhatsApp Image 2026-06-30 at 12.15.30 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-12-15-30-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-12-15-30-pm.jpeg)</td><td>[![WhatsApp Image 2026-06-30 at 12.15.30 PM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-12-15-30-pm1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-12-15-30-pm1.jpeg)</td></tr></tbody></table>

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.

---

# Header Section

### Page Title

**Staff**

---

### Description

<div class="relative w-full mt-4 mb-1" id="bkmrk-view-your-staff-list"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ1c ͼ1q" dir="ltr" id="bkmrk-view-your-staff-list-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">View Your Staff List</div></div></div></div></div></div></div></div></div></div></div></div>---

# Search Function

### Search Bar

<div class="relative w-full mt-4 mb-1" id="bkmrk-search-by-phone-or-n"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ1c ͼ1q" dir="ltr" id="bkmrk-search-by-phone-or-n-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Search by phone or name</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>Allows users to search staff by:

- Name
- Phone number

## Filter Options

Users can filter customers by status:

In the filter options, there are two main sections.

- Sales Team
- Collection Team

**When the filter is Sales Team below filters can apply,**

- G department
- Department
- Branch
- Unit
- Mini Unit

**When the filter is Collection Team below filters can apply,**

- G department
- Department
- Collection Unit
- collection tl
- collection

The above filters will display like this.

**When the user role is admin**

- The admin has both sales and collections and can apply all the filters mentioned above.

**When the user role is gdept**

- The gdept has both sales and collections and can apply all the filters mentioned above except G department.

**When the user role is dept**

- The dept has both sales and collections and can apply all the filters mentioned above except G department and department

**When the user role is branch.**

- Display only the sales team.
- Display the unit and Munit filters

**When the user role is unit.**

- Display only the sales team.
- Display the Munit.

**When the user role is MUnit.**

- Only the search bar filter can be applied.

**When the user role is collection unit.**

- Display only the collection team.
- Display the collection tl and collection filters

**When the user role is Collection tl.**

- Display only the collection team.
- Display the collection.

**When the user role is Collection.**

- Only the search bar filter can be applied.

---

---

# Add Staff

### Add Staff Button

<div class="relative w-full mt-4 mb-1" id="bkmrk-%2B-add-staff"><div class=""><div class="relative"><div class=""><div class="">[![WhatsApp Image 2026-06-30 at 2.59.38 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-2-59-38-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-2-59-38-pm.jpeg)</div></div></div></div></div>**Allows users to create a new staff account. That account will be reflected in LMS**

---

### Information Displayed

Each record shows:

- **Staff Name**
- **Phone Number**

---

# How to Use

### View Staff

1. Open the **Staff section**
2. Browse or search staff members

---

### Add New Staff

1. Tap **Add Staff**
2. Fill in required details
3. Tap **Save User**

---

---

# Add New User Screen

<table border="1" id="bkmrk--14" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 33.3333%;"></col><col style="width: 33.3333%;"></col><col style="width: 33.3333%;"></col></colgroup><tbody><tr><td>[![WhatsApp Image 2026-06-30 at 2.56.09 PM(2).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-2-56-09-pm2.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-2-56-09-pm2.jpeg)</td><td>[![WhatsApp Image 2026-06-30 at 2.56.09 PM(4).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-2-56-09-pm4.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-2-56-09-pm4.jpeg)</td><td>[![WhatsApp Image 2026-06-30 at 2.56.10 PM(2).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-2-56-10-pm2.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-2-56-10-pm2.jpeg)</td></tr></tbody></table>

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

---

# Personal Information

- **Name** → Full name of staff
- **Phone** → Contact number - mobile number need to start with 020XXXXXXXX
- **Email** → Optional email address
- **Family Book** → Additional identification
- **Birth Date** → Date of birth

---

# Role &amp; Department

- **Role** → Select user role
- **Department** → Select department

---

# Address

- **Address Unit** → Street or unit
- **Province** → Select province
- **City** → Select city
- **Village** → Select village

---

# Security

- **Password** → Minimum 8 characters (with uppercase &amp; number)
- **Confirm Password** → Re-enter password

---

# Actions

### Save User

Creates the new staff account after validation.

---

# Navigation

<div class="relative w-full mt-4 mb-1" id="bkmrk-menu-%E2%86%92-staff-%E2%86%92-add-s"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ1c ͼ1q" dir="ltr"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Menu → Staff → Add Staff → Save User</div></div></div></div></div></div></div></div></div></div></div></div>---

# Staff Details Screen

<table border="1" id="bkmrk--22" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><tbody><tr><td>[![WhatsApp Image 2026-06-30 at 3.13.32 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-3-13-32-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-3-13-32-pm.jpeg)</td><td>[![WhatsApp Image 2026-06-30 at 3.13.32 PM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-3-13-32-pm1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-3-13-32-pm1.jpeg)</td></tr></tbody></table>

---

# Header Section

### Page Title

**Staff**

---

### Description

View Staff Details

---

# 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

---

# Contact Information

- **Phone** → Contact number
- **Email** → Email address

---

# Roles

Shows the role assigned to the staff member.

Admin,gdept ,dept,

---

# Departments

Displays the department the staff belongs to.

Example:

- Legal

---

# Address

- **Village** → Village name
- **City** → City name
- **Province** → Province

---

# Actions

### Edit Staff

Allows users to update or modify staff information.

---

# How to Use

### View Staff Details

1. Open the **Staff section**
2. Select a staff member
3. View all details

---

### Edit Staff

1. Tap **Edit Staff**
2. Update required fields
3. Save changes

---

---

# Edit User Screen

[![243d2d49-7940-4247-8eb3-e3b0ae788a2e.jpg](http://wiki.lalco.la/uploads/images/gallery/2026-03/scaled-1680-/243d2d49-7940-4247-8eb3-e3b0ae788a2e.jpg)](http://wiki.lalco.la/uploads/images/gallery/2026-03/243d2d49-7940-4247-8eb3-e3b0ae788a2e.jpg)

##   


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

---


# Personal Information

- **Name** → Staff full name
- **Phone** → Contact number
- **Email** → Email address
- **Family Book** → Identification number
- **Birth Date** → Date of birth

---

# Role &amp; Department

- **Role** → Select staff role (e.g., Manager)
- **Department** → Select department (e.g., Legal)

---

# Address

- **Address Unit** → House or unit number
- **Province** → Select province
- **City** → Select city
- **Village** → Select village

---

# Actions

### Save User

Creates the new staff account after entering all required details.

---

# Security

### Reset Password

Option to reset or assign a password for the user.

# Guarantor  Screen

#   


<table border="1" id="bkmrk-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><tbody><tr><td class="align-center">[![WhatsApp Image 2026-06-30 at 9.15.45 AM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-9-15-45-am.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-9-15-45-am.jpeg)</td><td class="align-center">[![WhatsApp Image 2026-06-30 at 9.15.45 AM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-9-15-45-am1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-9-15-45-am1.jpeg)</td></tr></tbody></table>

This screen allows the user to view the guarantor details for each contract

---

## Access Path

Side menu -&gt; Guarantor

[![WhatsApp Image 2026-06-30 at 9.25.53 AM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-9-25-53-am1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-9-25-53-am1.jpeg)

# Guarantor List

Each item represents a guarantor.

### Filter Options

Users can filter guarantors by the following options:

In the filter options, there are two main sections.

- Sales Team
- Collection Team

**When the filter is Sales Team below filters can apply,**

- G department
- Department
- Branch
- Unit
- Mini Unit

**When the filter is Collection Team below filters can apply,**

- G department
- Department
- Collection Unit
- collection tl
- collection

The above filters will display like this.

**When the user role is admin**

- The admin has both sales and collections and can apply all the filters mentioned above.

**When the user role is gdept**

- The gdept has both sales and collections and can apply all the filters mentioned above except G department.

**When the user role is dept**

- The dept has both sales and collections and can apply all the filters mentioned above except G department and department

**When the user role is branch.**

- Display only the sales team.
- Display the unit and Munit filters

**When the user role is unit.**

- Display only the sales team.
- Display the Munit.

**When the user role is MUnit.**

- Only the search bar filter can be applied.

**When the user role is collection unit.**

- Display only the collection team.
- Display the collection tl and collection filters

**When the user role is Collection tl.**

- Display only the collection team.
- Display the collection.

**When the user role is Collection.**

- Only the search bar filter can be applied.

---

### Information Displayed

Each record shows:

- **Contract Number**
- **Customer name**
- **Phone numebr**

---

# How to Use

### View Guarantor Details

1. Open the **side menu**
2. Select guarantor

---

---

# Guarantor Details Screen

<table border="1" id="bkmrk--2" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><tbody><tr><td class="align-center">[![WhatsApp Image 2026-06-30 at 9.31.31 AM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-9-31-31-am.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-9-31-31-am.jpeg)</td><td class="align-center">[![WhatsApp Image 2026-06-30 at 9.31.32 AM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-30-at-9-31-32-am.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-30-at-9-31-32-am.jpeg)</td></tr></tbody></table>

This screen displays the guarantor details of the contract,

- Guarantor name
- phone number
- Nic/ID
- House number
- address unit
- village
- city
- province
- Contract number

---

<div class="relative w-full mt-4 mb-1" id="bkmrk-task-id%3A-1-contract-"><div class=""><div class="relative"><div class=""><div class="">  
</div></div></div></div></div># How to Use

### View Guarantor Details

1. Select a guarantor from the list
2. Review all guarantor details

<div class="relative w-full mt-4 mb-1" id="bkmrk--14"><div class=""><div class="relative"><div class=""><div class="">  
</div></div></div></div></div>

# Offer Loan Screen

[![b16a62b6-e021-427b-99f5-762594e3a8f3.jpg](http://wiki.lalco.la/uploads/images/gallery/2026-03/scaled-1680-/b16a62b6-e021-427b-99f5-762594e3a8f3.jpg)](http://wiki.lalco.la/uploads/images/gallery/2026-03/b16a62b6-e021-427b-99f5-762594e3a8f3.jpg)

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

---

# Search Function

### Search Bar

<div class="relative w-full mt-4 mb-1" id="bkmrk-search-by-contract-n"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ5 ͼj" dir="ltr" id="bkmrk-search-by-contract-n-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Search by contract number</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>Allows users to search by:

- Contract number
- Loan ID

---

# Main Action

### Offer New Loan

Button used to create a new loan offer.

---

# Loan List

Each item represents a loan offer.

### Example:

<div class="relative w-full mt-4 mb-1" id="bkmrk-ln-2026-001-khamla-v"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ5 ͼj" dir="ltr" id="bkmrk-ln-2026-001-khamla-v-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">LN-2026-001   
Khamla Vong   
SME Car   
12000 USD   
Active</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>---

### Information Displayed

Each record shows:

- **Loan Number**
- **Customer Name**
- **Loan Type**
- **Loan Amount**
- **Status**

---

# 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

---

# How to Use

### View Loan

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

---

---

# Offer Loan Screen

[![ec8a6f6f-753e-442c-8ec0-db6ebd8cd77e.jpg](http://wiki.lalco.la/uploads/images/gallery/2026-03/scaled-1680-/ec8a6f6f-753e-442c-8ec0-db6ebd8cd77e.jpg)](http://wiki.lalco.la/uploads/images/gallery/2026-03/ec8a6f6f-753e-442c-8ec0-db6ebd8cd77e.jpg)

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

---

# Form Fields

### Customer

Search customer by name or phone number

---

### Customer Monthly Income

Enter total monthly income

---

### Customer Monthly Expenditure

Enter monthly expenses

---

### Customer Monthly Profit

Automatically calculated

---

### Contract Type

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

---

### Loan Amount

Enter loan value

---

### Currency

Select currency:

- USD
- THB
- LAK

---

### Contract Date

Select the loan start date

---

# Action

### Save Offer

Saves the new loan application

---

# 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

---

---

# Offer Loan Details Screen

[![a842bf7f-6aed-4cce-9ce2-8b0de2174ba3.jpg](http://wiki.lalco.la/uploads/images/gallery/2026-03/scaled-1680-/a842bf7f-6aed-4cce-9ce2-8b0de2174ba3.jpg)](http://wiki.lalco.la/uploads/images/gallery/2026-03/a842bf7f-6aed-4cce-9ce2-8b0de2174ba3.jpg)

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

---

# Loan Details

Displays:

- **Loan Number**
- **Contract Type**
- **Status**
- **Created Date**
- **Contract Date**

---

# Customer Information

- **Customer Name**
- **Customer ID**

---

# Financial Information

- **Loan Amount**

---

# Actions

### Advance Stage

Moves the loan to the next stage

---

### Log Call

Records customer communication

---

# How to Use

### View Details

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

---

### Update Loan

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

---

### Log Call

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

---

# Navigation

<div class="relative w-full mt-4 mb-1" id="bkmrk-offer-loan-%E2%86%92-select-"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ5 ͼj" dir="ltr" id="bkmrk-offer-loan-%E2%86%92-select--1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Offer Loan → Select Loan → View Details / Create Loan</div></div></div></div></div></div></div></div></div></div></div></div>

# Location Screen

#   


[![7ea08014-d50b-42ba-9599-4fd9f2308a73.jpg](http://wiki.lalco.la/uploads/images/gallery/2026-03/scaled-1680-/7ea08014-d50b-42ba-9599-4fd9f2308a73.jpg)](http://wiki.lalco.la/uploads/images/gallery/2026-03/7ea08014-d50b-42ba-9599-4fd9f2308a73.jpg)

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

---

# Search Function

### Search Bar

<div class="relative w-full mt-4 mb-1" id="bkmrk-search-by-contract-n"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ5 ͼj" dir="ltr" id="bkmrk-search-by-contract-n-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Search by contract number or address...</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>Allows users to search by:

- Contract number
- Address

---

# Main Action

### Add Location

Button used to create a new collection location.

---

# Location List

Each item represents a saved location.

### Example:

<div class="relative w-full mt-4 mb-1" id="bkmrk-cn-10001-123-main-st"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ5 ͼj" dir="ltr" id="bkmrk-cn-10001-123-main-st-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">CN-10001   
123 Main Street, Vientiane, Laos</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>---

### Information Displayed

Each record shows:

- **Contract Number**
- **Address**

---

# How to Use

### View Locations

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

---

---

# Add Location Screen

[![cf10034e-f3a9-4c1c-a697-0ba5330c80f8.jpg](http://wiki.lalco.la/uploads/images/gallery/2026-03/scaled-1680-/cf10034e-f3a9-4c1c-a697-0ba5330c80f8.jpg)](http://wiki.lalco.la/uploads/images/gallery/2026-03/cf10034e-f3a9-4c1c-a697-0ba5330c80f8.jpg)

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

---

# Form Fields

### Contract Number

Enter or select the contract number

Example:

<div class="relative w-full mt-4 mb-1" id="bkmrk-cn-10001"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ5 ͼj" dir="ltr" id="bkmrk-cn-10001-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">CN-10001</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>---

### Address

Enter the full collection address

Example:

<div class="relative w-full mt-4 mb-1" id="bkmrk-123-main-street%2C-vie"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ5 ͼj" dir="ltr" id="bkmrk-123-main-street%2C-vie-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">123 Main Street, Vientiane, Laos</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>---

# Action

### Save Location

Saves the location details to the system

---

# How to Use

### Add Location

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

---

### Edit Location

[![3491d9fe-e61f-441e-8f41-059b50eeb283.jpg](http://wiki.lalco.la/uploads/images/gallery/2026-03/scaled-1680-/3491d9fe-e61f-441e-8f41-059b50eeb283.jpg)](http://wiki.lalco.la/uploads/images/gallery/2026-03/3491d9fe-e61f-441e-8f41-059b50eeb283.jpg)

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

---

# Navigation

<div class="relative w-full mt-4 mb-1" id="bkmrk-location-list-%E2%86%92-add-"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ5 ͼj" dir="ltr" id="bkmrk-location-list-%E2%86%92-add--1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Location List → Add Location / Edit Location</div></div></div></div></div></div></div></div></div></div></div></div>

# Profile Screen

[![8e31ba99-588b-4979-aae6-58b15699219c.jpg](http://wiki.lalco.la/uploads/images/gallery/2026-03/scaled-1680-/8e31ba99-588b-4979-aae6-58b15699219c.jpg)](http://wiki.lalco.la/uploads/images/gallery/2026-03/8e31ba99-588b-4979-aae6-58b15699219c.jpg)

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

---

# 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

---

# Change Password Section

Allows users to update their account password.

---

## Form Fields

### Current Password

Enter your existing password

---

### New Password

Enter a new password

---

### Confirm New Password

Re-enter the new password for confirmation

---

### Visibility Icon 

Allows users to:

- Show password
- Hide password

---

# Action

### Update Password

Saves and updates the new password

---

# How to Use

### View Profile

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

---

### Change Password

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

---

# Security Tips

- Use a **strong password**
- Do not share your credentials
- Change your password regularly

---

# Navigation

<div class="relative w-full mt-4 mb-1" id="bkmrk-menu-%E2%86%92-profile-%E2%86%92-vie"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ5 ͼj" dir="ltr" id="bkmrk-menu-%E2%86%92-profile-%E2%86%92-vie-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Menu → User → View / Update Password</div></div></div></div></div></div></div></div></div></div></div></div>

# Capture Screen

[![96524963-6790-4bfd-bea5-e33482b83e52.jpg](http://wiki.lalco.la/uploads/images/gallery/2026-03/scaled-1680-/96524963-6790-4bfd-bea5-e33482b83e52.jpg)](http://wiki.lalco.la/uploads/images/gallery/2026-03/96524963-6790-4bfd-bea5-e33482b83e52.jpg)

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.

---

# Image Upload Section

### Choose Image

Users can attach proof of collection using:

- **Camera** → Capture image directly
- **File** → Upload from device

---

### File Status

<div class="relative w-full mt-4 mb-1" id="bkmrk-no-file-selected"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ5 ͼj" dir="ltr" id="bkmrk-no-file-selected-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">No file selected</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>Displays whether a file has been attached.

---

# Form Fields

### Contract Number

Enter the contract number related to the payment

---

### Select Currency Type

Choose one:

- **USD**
- **THB**
- **LAK**

---

### Amount

Enter the collected amount

---

### Paid Date (ISO)

Select the payment date

Example:

<div class="relative w-full mt-4 mb-1" id="bkmrk-mar-23%2C-2026"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ5 ͼj" dir="ltr" id="bkmrk-mar-23%2C-2026-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Mar 23, 2026</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>---

# Action

### Save

Saves the collection record to the system

---

# 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**

---

# Notes

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

---

# Navigation

<div class="relative w-full mt-4 mb-1" id="bkmrk-menue-%E2%86%92-capture"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ5 ͼj" dir="ltr" id="bkmrk-menue-%E2%86%92-capture-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Menue → Capture</div></div></div></div></div></div></div></div></div></div></div></div>

# Task Screen

[![WhatsApp Image 2026-06-29 at 2.23.11 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/pzlwhatsapp-image-2026-06-29-at-2-23-11-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/pzlwhatsapp-image-2026-06-29-at-2-23-11-pm.jpeg)

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

---

# Search Function

### Search Bar

<div class="relative w-full mt-4 mb-1" id="bkmrk-search-by-task"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ5 ͼj" dir="ltr" id="bkmrk-search-by-task-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Search by task</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>Allows users to search tasks by:

- Contract number

---

# Filters

Users can filter tasks based on their role.

<div class="text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)" id="bkmrk-g-department-departm"><div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" tabindex="-1"><div class="flex max-w-full flex-col gap-4 grow"><div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-1" data-message-author-role="assistant" data-message-id="3893cdd3-96d9-483b-b907-aa1d4d72ad76" data-message-model-slug="gpt-5-3" dir="auto"><div class="flex w-full flex-col gap-1 empty:hidden"><div class="markdown prose dark:prose-invert w-full wrap-break-word dark markdown-new-styling">- **G department**
- **Department**
- **Collection Unit**
- **collection tl**
- **collection**

</div></div></div></div></div></div>The filters above are displayed based on the user's role.

When the role is,

- Admin can view all the filters.
- g\_dept, can all filters except the g department
- dept, can collection unit, collection tl and collection
- collection\_unit can view the collection tl and collection
- Collection TL, can view the collectionThe
- collection can only see the search filters,

There are additional filters available in the filter section,

- **Delay This Month:** Next due date is **0–30 days overdue**.
- **Last Month Delay:** Next due date is **30–60 days overdue**.
- **Two-Month Delay:** Next due date is **60–90 days overdue**.
- **OA Contract:** Next due date is **more than 90 days overdue**.

---

# Task List

Each item represents a staff task.

---

### Information Displayed

Each record shows:

- **Customer Name**
- **Mobile Number**
- **contract number**
- **contract type**

---

# Pagination

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

---

# 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

---

---

# Task Details Screen

<table border="1" id="bkmrk--3" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 33.3333%;"></col><col style="width: 33.3333%;"></col><col style="width: 33.3333%;"></col></colgroup><tbody><tr><td>[![WhatsApp Image 2026-06-29 at 2.50.45 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-2-50-45-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-2-50-45-pm.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 2.50.45 PM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-2-50-45-pm1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-2-50-45-pm1.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 2.50.46 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-2-50-46-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-2-50-46-pm.jpeg)</td></tr></tbody></table>

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

---

# Task Information

Displays:

- **Customer Name**
- **Mobile Number**
- **Contract Type**
- **Contract Number**
- **Fully Paid Date**
- **Next Due Date**
- **Gurantor details**
- **Collateral details**

---

# Actions

### Call Screen Customer

<table border="1" id="bkmrk--10" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 25%;"></col><col style="width: 25%;"></col><col style="width: 25%;"></col><col style="width: 25%;"></col></colgroup><tbody><tr><td>[![WhatsApp Image 2026-06-29 at 2.58.59 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-2-58-59-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-2-58-59-pm.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 2.58.59 PM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-2-58-59-pm1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-2-58-59-pm1.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 2.58.59 PM(2).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-2-58-59-pm2.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-2-58-59-pm2.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 2.59.00 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-2-59-00-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-2-59-00-pm.jpeg)</td></tr></tbody></table>

**The Latest Details**  
This section displays the last call details with the customer.

The form below is the current call data, adding screen. The form needs to be added below the details.

- Exceptional case
- Remark for the exceptional case
- Gps status
- Remark for the GPS status
- payment promise date
- remark for the payment promise date.

---

### Promise Dates

Set or update customer promised payment dates

[![WhatsApp Image 2026-06-29 at 3.12.05 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-3-12-05-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-3-12-05-pm.jpeg)

---

### Customer Visit

Visit the customer's home details adding

This data will be added to the special case details screen. After clicking the customer visit, the user will navigate to the customer visit screen.

<table border="1" id="bkmrk--16" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 25%;"></col><col style="width: 25%;"></col><col style="width: 25%;"></col><col style="width: 25%;"></col></colgroup><tbody><tr><td>[![WhatsApp Image 2026-06-29 at 3.14.40 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-3-14-40-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-3-14-40-pm.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 3.14.41 PM(2).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-3-14-41-pm2.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-3-14-41-pm2.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 3.14.41 PM(3).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-3-14-41-pm3.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-3-14-41-pm3.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 3.15.56 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-3-15-56-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-3-15-56-pm.jpeg)</td></tr></tbody></table>

After a visit to the customer's home, the following details need to be submitted

- Contract number
- where to visit (Visited to)
- Visited result
- Who did you meet
- Visited location
- visited remark
- The visited reason - this section has two options. 
    - For GPS repair
    - Special Cases

<table border="1" id="bkmrk--17" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><tbody><tr><td>[![WhatsApp Image 2026-06-29 at 3.25.37 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-3-25-37-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-3-25-37-pm.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 3.25.37 PM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-3-25-37-pm1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-3-25-37-pm1.jpeg)</td></tr></tbody></table>

Select one of them and save. After saving these details, the user can view them in the special case screen.

---

# How to Use

### Manage Task

1. Select a task from the list
2. Review task information
3. Choose an action

<div class="relative w-full mt-4 mb-1" id="bkmrk-task-list-%E2%86%92-select-t"><div class=""><div class="relative"><div class=""><div class="">  
</div></div></div></div></div>

# Introduction

Introduction  
**What is the 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.

**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

**Who should use this app**  
This app is for:

- LALCO staff