LALCO STAFF 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. Introduction What is LALCO Staff App? Brief overview of the app LALCO Staff App is a mobile application designed for LALCO employees to manage their daily work activities efficiently. It allows staff to access important information, manage assigned tasks, and update work-related data directly from their smartphones. The app helps employees stay connected with company systems anytime and anywhere, improving productivity and communication. 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 sales staff Field officers and operational staff Company employees who manage customer contracts Staff who need to access company systems remotely Login Screen The Login Screen allows authorized staff members to access the LALCO Staff application . From here, employees can log in to manage customers, track collections, and process loan applications. Screen Fields Email Address Users must enter their registered company email address . Example: staff@lalco.la This email must be provided by the system administrator . Password / PIN Users must enter their secure password  associated with their account. Security features: Password is hidden by default. The eye icon can be used to show or hide the password. Sign In Button After entering valid credentials, press Sign In to access the system. If login is successful, the system will open the dashboard . Terms & Privacy At the bottom of the screen, users will see the message: By continuing you agree to the Terms & Privacy This indicates that by logging in, the user agrees to the company's usage policies.   How to Log In Open the LALCO Staff application. Enter your email address . Enter your password . Tap Sign In . You will be redirected to the main dashboard . Common Login Issues Incorrect Password If the password is incorrect: Check if Caps Lock is enabled. Re-enter the password carefully. Invalid Email Make sure you are using your official company email . Example: username@lalco.la Security Guidelines Do not share your login credentials . Always log out when using a shared device . Change your password regularly.   Home Screen The Home Screen is the main screen of the  LALCO Staff application. It provides agents with a quick overview of their daily tasks, collections, and customer activities. From this screen, staff members can quickly access important features such as logging calls, scheduling follow-ups, offering loans, and managing tasks.   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. 2.Notification Icon 🔔 The bell icon shows notifications such as: New assigned tasks Follow-up reminders Customer updates System alerts 3.Menu Icon ☰ The Menu icon (☰), located at the top-right corner of the screen, opens the side navigation panel . This panel provides quick access to additional features and system functions. When tapped, a sidebar appears with the following options: Menu Options GPS Offline Indicates the current GPS status. This helps agents know whether location tracking is active or not. Log Call Quickly navigate to the call logging screen to record customer interactions. Offer Loan Access the loan offering feature to create or manage loan proposals. Locations View or manage location-related data (useful for field agents). User Access user profile information and settings. Capture Open the camera or capture feature to upload images or documents. Add Note Create and save notes related to customers or tasks. Customers Navigate to the customer management section. Staff View or manage staff-related information. Logout Securely log out of the application.   Agent Overview Panel This section shows a quick summary of the agent's daily activity. 4.FieldOps Badge Indicates the user is operating in Field Operations mode . 5.Welcome Message Displays the logged-in staff member’s role or name. Example: Welcome back Agent 6.Current Date Shows the current working date for reference. Example: Mon, Mar 16 Activity Summary Cards These cards show important performance indicators for the day. 7.Overdue Displays the number of customers with overdue payments . Example: 4 Overdue This helps agents prioritize collections. 8.Due Today Shows the total amount that needs to be collected today . Example: $35584.00 9.Completed Displays the number of completed tasks or collections for the day . Example: 0 Completed 10.Collected Today Shows the total amount successfully collected today . Example: $5358.00 Quick Access Section The  Quick Access panel provides shortcuts to frequently used actions. 11.Log Call Allows agents to record details after contacting a customer. Information that can be logged: Call result Customer response Payment commitment 12.Follow-up Used to schedule a future reminder to contact a customer again . Agents can set: Follow-up date Follow-up notes 13.Offer Loan Allows staff to create or propose new loan offers to customers . This is typically used when: A customer requests a loan A new sales opportunity is identified 14.Reassign Tasks Allows agents or supervisors to transfer tasks to another staff member . Used when: The assigned agent is unavailable Tasks need redistribution 15.Add Note Agents can record internal notes about customers or cases . Notes may include: Customer discussions Payment promises Special instructions Bottom Navigation Menu The bottom navigation bar allows users to move between 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 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 loan statuses and customer applications efficiently. Header Section Page Title Sales Indicates that the user is viewing the list of all sales records. Description View Your Sales List Provides a quick explanation of the screen’s purpose. Action Icon 📈 The icon on the right may be used to: View sales analytics Access reports or performance insights Search Function Search Bar Search by sale Allows users to search sales by: Sale ID Product type (e.g., SME Car, Real Estate) Customer-related data Filter Options Users can filter sales based on their status: All → Shows all sales records Pending → Sales that are not yet processed Pending Approval → Awaiting approval from management Pending Disbursement (if available) → Approved but not yet released Disbursement Approval  → Loan is approved and waiting for final disbursement authorization before funds are released Active → Loan is currently active Cancelled → Loan has been cancelled and is no longer valid Refinance → Loan has been refinanced or restructured Closed → Loan has been fully completed and closed Active Pending → Loan is active but has pending actions Checking To Close → Loan is under review for closure Active / Refinanced / Closed → Used to group multiple statuses for filtering 💡 Helps users quickly find specific types of sales. Sales List Each item in the list represents a sale record . Example: 2000010 - SME Car 28990 USD - Refinance Information Displayed Each sales item shows: Sale ID (e.g., 2000010) Loan/Product Type (e.g., SME Car, Real Estate) Loan Amount (e.g., 28990 USD) Status (e.g., Active, Refinance) Status Types Common statuses include: Active → Loan is currently active Refinance → Loan has been refinanced Pending → Waiting for processing Pending Approval → Waiting for approval How to Use View a Sale Open the Sales tab. Browse or search for a sale. Tap on a record to view full details. Search for a Sale Tap on the search bar. Enter Sale ID or keyword. Results will filter automatically. Filter Sales Tap on a filter (e.g., Pending ). The list updates based on selection. 💡 Tip: Use filters + search together to quickly find specific sales records. Sales Details Screen The Sales Details Screen provides detailed information about a selected sale or loan contract. It allows staff to review contract details and take actions such as progressing the sale or logging customer interactions. Header Section Page Title Sales Indicates the user is viewing detailed information of a specific sale. Description View Your Sales Details 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 Example: SME Car Indicates the type of loan or product. Contract Number Example: 2000010 A unique identifier for the sale. Loan Amount Example: 28990 USD Displays the total loan value. Contract Status Example: REFINANCE Shows the current state of the contract. Common statuses: Active Refinance Pending Closed Disbursement Date Example: 26/12/2016, 05:30:00 Indicates when the loan amount was released. Action Buttons Advance Stage Allows staff to move the sale to the next stage in the workflow . Used when: Processing the loan forward Updating the contract status Log Call Opens the call logging feature to record communication with the customer. Useful for: Tracking follow-ups Recording customer discussions Logging payment commitments How to Use View Sale Details Open the Sales tab. Select a sale from the list. Review all contract details. Advance a Sale Tap Advance Stage . Confirm or update the next stage. Save changes. Log a Call Tap Log Call . Enter call details. Save the record. Bottom Navigation The Sales tab remains highlighted, indicating the current section. Other tabs: Home Tasks Legal Team Customers 💡 Tip: Always review contract details before advancing stages to avoid errors.   Legal Screen The Legal Screen allows staff to view and manage all legal cases related to customers and contracts. It provides a searchable and filterable list of legal records. Header Section Page Title Legal Description View Your Legal List Search Function Search Bar Search by legal Allows users to search by: Contract number Customer name Filter Options Users can filter legal cases by stage: All → Shows all cases Pre-legal → Before legal action starts Filed → Case has been filed Hearing → Under court hearing Judgment → Final decision stage Closed → Finished cases Legal List Each item represents a legal case. Example: K-10063 – Khampheng Seng Closed · Deadline 29/01/2026 Information Displayed Each record shows: Contract Number Customer Name Stage Deadline How to Use View a Case Open the Legal tab Browse or search cases Tap a case to view details LALCO Staff App – Legal Details Screen The Legal Details Screen shows detailed information about a selected legal case and allows staff to take actions. Legal Details Section Displays key information: Name → Customer name Contract Number → Unique ID Stage → Current legal status Deadline → Important due date Actions Start Visit Used to begin a field visit related to the case. Used for: Customer visits Legal follow-ups Field verification How to Use View Details Select a case from the list Review all details Start Visit Tap Start Visit Proceed with visit Update status if needed Navigation Legal Screen → Select Case → Legal Details Screen Customers Screen The Customers Screen allows staff to view and manage all customers in the system. It provides a searchable list, filter options, and quick access to customer details. Header Section Page Title Customers Description View your customer list and manage customer records. Action Icon ☰ May be used to: Access settings Open additional options Search Function Search Bar Search by customer Allows users to search by: Customer Name Phone Number Contract Number Filter Options Users can filter customers by status: All → Shows all customers Active → Currently active customers Pending → New or pending approval Closed → Completed or closed accounts Customer List Each item represents a customer. Example: user  – 02056087740 · Closed Information Displayed Each record shows: Customer Name Phone Number Status How to Use View a Customer Open the Customers tab Browse or search the list Tap a customer to view details Add a Customer Tap + Add Customer Fill in required fields: Name, Phone, Address, Province → City → Village, NIC/Family Book, Birth Date Tap Save  Customer Details Screen The Customer Details Screen shows detailed information about a selected customer and allows staff to start visits or update records. 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 Payment follow-ups Field verification How to Use View Details Select a customer from the list Review all details Start Visit Tap Start Visit Proceed with visit Update visit remarks, GPS location, payment status if needed Navigation Customers Screen → Select Customer → Customer Details Screen → Start Visit Add Visit Result Screen The Visit Result Screen allows staff to record the outcome of a customer visit, including visit details, GPS location, remarks, and status updates. Visit Details Section Visited To Select where the visit occurred (e.g., Customer Home) Visit Result Choose the result of the visit (e.g., Met Customer, Not Available) Who Did You Meet Auto-filled or manually selected Location Section Visited Location Enter address manually OR Tap GPS icon to auto-fill current location Tip: Always use GPS if possible for accurate tracking Remarks Section Visit Remark Free text notes about the visit (Example: “Customer promised to pay next week”) Visit Reason Section Select at least one reason for the visit: This Month Last Month 2 Month Delay OA / SOA Real Estate GPS Repair Special Cases Section (Optional) Select only if applicable: Third Party Car Broken Customer Arrested / Passed Away Seized by Police GPS Offline Additional Options Seize the Car → Toggle ON if the vehicle was seized Additional Asset Investigation → Toggle ON if required Payment & GPS Status Paid → Select payment status GPS Repaired → Yes / No How to Use Record Visit Tap Start Visit from Customer Details Screen Fill all required fields Add GPS location and remarks Select reasons for visit Update special cases and additional options if needed Tap Save Navigation Customer Details Screen → Start Visit → Visit Result Screen → Save   Add New Customer Screen The Add New Customer Screen allows staff to create and register a new customer in the system. This information is used for managing customer records, loans, and follow-up activities. Header Section Page Title Add New Customer Description Create a new customer Customer Information Form Users must fill in the following details: Name Enter the customer’s full name. Example: John Silva Phone Enter the customer’s contact number. Example: 0771234567 Email Enter the customer’s email address (optional if not available). Example: john@email.com Address Unit Enter the customer’s address or house/unit details. Province Select the province from the dropdown list. City Select the city based on the chosen province. Village Select the village or local area. Family Book / NIC Enter the customer’s identification number. Example: 199812345678 Birth Date Select the customer’s date of birth using the date picker. Example: Mar 19, 2026 Action Button Save Tap Save to create the new customer. If all required fields are filled correctly, the customer will be added successfully. If there are missing or invalid details, the system may show an error. How to Use Add a New Customer Open the Customers tab Tap Add New Customer Fill in all required details Tap Save Customer will be added to the system Navigation Customers → Add New Customer → Save   Team Dashboard Screen   The Team Dashboard Screen provides a quick overview of team performance, task distribution, and case analytics. It helps staff monitor daily progress, track workloads, and identify top performers. Header Section Date Indicator Displays the current working day. Example: Today / Thu, Mar 19 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 not yet completed Done Today → Tasks completed on the current day Overdue → Tasks that have passed their deadline Active Cases → Total ongoing cases handled by the team Department Tasks Tabs Users can switch between departments: Collections Sales Legal This allows viewing performance data for each department separately. Analytics Section Department Task Share Displays a visual chart showing task distribution. Example: 67% Collections Selected Task Breakdown Done → Completed tasks Remaining → Pending tasks Each includes: Task count Percentage progress Total Tracked Shows the total number of tasks being monitored. Example: Total Tracked: 9 Department Summary Displays task details for the selected department. Example (Collections): Open → 6 Done → 3 Total → 9 View More Option View More Button Expands the dashboard to show additional analytics and detailed data. Top Performers Section Top Performers (Today) Displays staff members with the highest task completion. Example: Alex Rivera → 5 tasks Priya Nair → 4 tasks Chen Wei → 3 tasks Additional Analytics (Expanded View) When expanded, the dashboard shows deeper insights: Case Statistics Total Cases → Overall number of cases Paid → Successfully completed/paid cases Not Paid → Pending or unpaid cases Monthly Cases Displays a visual breakdown of case categories. Includes: This Month Last Month 2 Month Delayed OA Cases SOA Cases Each shows: Number of cases Percentage contribution Total Tracked (Analytics) Shows total number of tracked segments. Example: Total Tracked: 67 Case Types & Tracking Displays system-related tracking information. Example: GPS Offline → Indicates location tracking issues How to Use View Team Performance Open the Team tab Review summary cards Analyze department performance Switch Department Tap Collections / Sales / Legal View updated analytics Expand Analytics Tap View More Review detailed reports 💡 Tip: Use this screen daily to monitor team productivity, overdue tasks, and performance trends . GPS Offline Screen The  GPS Offline Screen  allows staff to view and manage contracts where GPS tracking is unavailable. It helps agents identify and review affected vehicles and customer details. Access Path Menu → GPS Offline   Location Icon 📍 May be used to: View GPS-related information Access location tracking features Search Function Search Bar Search by phone or contract number Allows users to search using: Phone number Contract number Contract List Each item represents a GPS offline contract. Example CN-100245 Engine Number – ENG-982374 Information Displayed Contract Number Engine Number How to Use View Contracts Open  GPS Offline  from menu Browse the list Use search if needed Open Contract Details Tap on a contract View full information GPS Offline Details Screen Displays detailed information about a selected GPS offline contract. Header Section Page Title GPS offline contract Details Description View Your contract Details 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 Example Customer Name: Kamal Perera Contract Number: CN-100245 Car: Toyota Corolla 2018 How to Use View Details Select a contract from the list Review all customer and vehicle details 💡  Tip: Use this screen to quickly identify vehicles with  GPS issues and take necessary follow-up actions. Call History Screen The Call History Screen allows staff to view and track all logged customer calls, including call duration and date. This helps monitor communication history and follow-ups. Access Path Home → Call History Call History List Screen Overview Displays a list of all recorded calls made by the user. Header Section Page Title Call History Description View your logged calls Call Icon 📞 Used to initiate or access calling features Call List Each card represents a logged call. Information Displayed Customer Name Phone Number Call Date Call Duration Example Liam Chen +1-555-0106 Date: 2026-02-03 Duration: 6 min Pagination Located at the bottom of the screen. Controls Prev Button → Go to previous page Next Button → Go to next page Page Indicator → Shows current page Example Page 1 of 2 How to Use View Call History Open Call History from menu Scroll through the list Use pagination to navigate Analyze Calls Check call duration Review recent interactions Identify follow-up needs Bottom Navigation Bar Provides quick access to main modules: Home Tasks Sales Legal Team Customers Empty State (Optional) No call records available Notes Calls are listed in descending order (latest first) Data helps track staff communication performance 💡 Tip: Use this screen daily to ensure no customer follow-up is missed . Note Details Screen Overview The  Note Details Screen  allows staff to create and save notes related to customers, contracts, and follow-ups. It helps track important interactions and maintain proper records. Access Path Home→ Add Note Note Details Form Overview Provides input fields to create a new note linked to a customer and contract. Header Section Page Title Note Details Description Add your note details Book Icon 📖 Represents note/document management Input Fields 1. Customer Name Search by name, phone, or loan ID Search and select a customer Supports: Customer name Phone number Loan ID 2. Contract Number Search contract number Dropdown or searchable field Links note to a specific contract 3. Subject Note subject or title Short title describing the note 4. Date Mar 19, 2026 Default is current date May be editable 5. Note Details Enter your note here... 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 selected customer and contract How to Use Create a Note Open  Note Details Search and select a  Customer Select  Contract Number Enter a  Subject Verify or update the  Date Enter detailed information in  Note Details Tap  Save Validation Rules (Recommended) Customer selection is  required Contract number is  required Subject should not be empty Note details must contain meaningful content Success State Note saved successfully Error States Please fill all required fields Failed to save note. Try again 💡  Tip: Use notes immediately after calls or customer visits to ensure  accurate tracking and better follow-up management . Staff Screen The Staff Screen allows users to view and manage all staff members in the system. It provides a searchable list of staff and an option to add new users. Header Section Page Title Staff Description View Your Staff List Search Function Search Bar Search by phone or name Allows users to search staff by: Name Phone number Add Staff Add Staff Button + Add Staff Allows users to create a new staff account. Staff List Each item represents a staff member. Example: Harshana Eranda 0771234567 Information Displayed Each record shows: Staff Name Phone Number How to Use View Staff Open the Staff section Browse or search staff members Add New Staff Tap Add Staff Fill in required details Tap Save User Add New User Screen 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 Email → Optional email address Family Book → Additional identification Birth Date → Date of birth Role & 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 & number) Confirm Password → Re-enter password Actions Save User Creates the new staff account after validation. Navigation Menu → Staff → Add Staff → Save User Staff Details Screen 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. Example: Manager Departments Displays the department the staff belongs to. Example: Legal Address House No → House number 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 Open the Staff section Select a staff member View all details Edit Staff Tap Edit Staff Update required fields Save changes Edit User Screen 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 & 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. How to Use Add New User Open  Edit Staff Enter all required information Select role and department Fill address details Tap Save User Reassigned Tasks Screen Reassigned Tasks Screen The Reassigned Tasks Screen allows users to view tasks that have been reassigned between sales staff. It shows both previous and current sales persons for each contract. Task List Each item represents a reassigned task. Example: Contract: CN100245 Previous Sales: Kamal Perera Current Sales: Nimal Silva Information Displayed Each record shows: Contract Number Previous Sales Person Current Sales Person How to Use View Reassigned Tasks Open the Reassigned Tasks section Browse the list of tasks Tap a task to view more details Reassign Task Details Screen The Reassign Task Details Screen shows detailed information about a specific reassigned task, including the reason for reassignment. Task Details Section Displays key information: Task ID → Unique task identifier Contract Number → Related contract Previous Sales Person Current Sales Person Reason → Explanation for reassignment Example: Task ID: 1 Contract Number: CN100245 Previous Sales Person: Kamal Perera Current Sales Person: Nimal Silva Reason: Customer requested change How to Use View Task Details Select a task from the list Review all reassignment details Navigation Reassigned Tasks → Select Task → View Details Offer Loan Screen   The Offer Loan Screen allows staff to view existing loan offers and create new loan applications for customers. Search Function Search Bar Search by contract number 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: LN-2026-001 Khamla Vong SME Car 12000 USD Active 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 Open the Offer Loan tab Browse or search records Tap a loan to view details Offer Loan Screen 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 Tap Offer New Loan Fill in all required fields Tap Save Offer Loan will be added to the list Offer Loan Details Screen 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 Select a loan from the list Review all information Update Loan Tap Advance Stage Update progress Save changes Log Call Tap Log Call Enter details Save Navigation Offer Loan → Select Loan → View Details / Create Loan Location Screen 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 Search by contract number or address... 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: CN-10001 123 Main Street, Vientiane, Laos Information Displayed Each record shows: Contract Number Address How to Use View Locations Open the Location screen Browse or search locations Tap edit icon to modify Add Location Screen 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: CN-10001 Address Enter the full collection address Example: 123 Main Street, Vientiane, Laos Action Save Location Saves the location details to the system How to Use Add Location Tap Add Location Enter contract number Enter address Tap Save Location Edit Location Tap edit icon from list Update details Tap Save Location Navigation Location List → Add Location / Edit Location Profile Screen 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 Open the Profile screen Review your account details Change Password Enter Current Password Enter New Password Confirm the new password Tap Update Password Security Tips Use a strong password Do not share your credentials Change your password regularly Navigation Menu → User → View / Update Password Capture Screen The Record Collection (Capture) Screen allows staff to record payment collections by capturing proof (image/file) and entering transaction details such as contract number, amount, and payment date. Image Upload Section Choose Image Users can attach proof of collection using: Camera → Capture image directly File → Upload from device File Status No file selected 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: Mar 23, 2026 Action Save Saves the collection record to the system How to Use Record Collection Upload image using Camera or File Enter Contract Number Select Currency Type Enter Amount Select Paid Date Tap Save Notes Always attach proof of payment Ensure contract number is correct Verify amount before saving Navigation Menue → Capture Task Screen The Task Screen allows staff to view, filter, and manage assigned customer tasks related to payments and follow-ups. Search Function Search Bar Search by task Allows users to search tasks by: Customer name Task-related details Filters Time Filters Delay This Month → Tasks delayed in current month Delay Last Month → Tasks delayed in previous month OA Contract → Tasks related to OA contracts Payment Filters All → Show all tasks Paid → Completed payments Not Paid → Pending payments Task List Each item represents a customer task. Example: Emasha Perera Mobile Number: 02023848344 Information Displayed Each record shows: Customer Name Mobile Number 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 Open the Task screen Use filters to narrow results Search if needed Select a task to view details Task Details Screen 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 Installment Date Next Due Date Actions Call Screen Customer Initiates customer follow-up or call process Promise Dates Set or update customer promised payment dates Reassign Task Assign task to another staff member How to Use Manage Task Select a task from the list Review task information Choose an action: Call customer Set promise date Reassign task Navigation Task List → Select Task → View Details → Take Action