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.

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 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.

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

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).