# Customers Screen
[](http://wiki.lalco.la/uploads/images/gallery/2026-03/b9x6d000b0e-90ff-4b99-b938-44c904363f4e.jpg)
The Customers Screen allows staff to view and manage all customers in the system. It provides a searchable list, filter options, and quick access to customer details.
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## Header Section
**Page Title**
Customers
**Description**
View your customer list and manage customer records.
**Action Icon** ☰
May be used to:
- Access settings
- Open additional options
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## Search Function
**Search Bar**
Search by customer
Allows users to search by:
- Customer Name
- Phone Number
- Contract Number
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## Filter Options
Users can filter customers by status:
- All → Shows all customers
- Active → Currently active customers
- Pending → New or pending approval
- Closed → Completed or closed accounts
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## Customer List
Each item represents a customer.
**Example:**
- user – 02056087740 · Closed
**Information Displayed**
Each record shows:
- Customer Name
- Phone Number
- Status
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## How to Use
**View a Customer**
1. Open the Customers tab
2. Browse or search the list
3. Tap a customer to view details
**Add a Customer**
1. Tap **+ Add Customer**
2. Fill in required fields: Name, Phone, Address, Province → City → Village, NIC/Family Book, Birth Date
3. Tap **Save**
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# Customer Details Screen
[](http://wiki.lalco.la/uploads/images/gallery/2026-03/5bbead10-46ae-40e7-93ec-8cdf5a234340.jpg)
The Customer Details Screen shows detailed information about a selected customer and allows staff to start visits or update records.
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## Customer Details Section
Displays key information:
- **Name** → Customer Name
- **Phone Number** → Contact number
- **Address** → Unit, Village, City, Province
- **Contract Numbers** → Linked contracts
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## Actions
**Start Visit**
Used to begin a field visit related to the customer.
Used for:
- Customer visits
- Payment follow-ups
- Field verification
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## How to Use
**View Details**
1. Select a customer from the list
2. Review all details
**Start Visit**
1. Tap **Start Visit**
2. Proceed with visit
3. Update visit remarks, GPS location, payment status if needed
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## Navigation
Customers Screen → Select Customer → Customer Details Screen → Start Visit
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# Add Visit Result Screen
[](http://wiki.lalco.la/uploads/images/gallery/2026-03/96430c1a-f0b2-4384-810f-727234591a04.jpg)
The Visit Result Screen allows staff to record the outcome of a customer visit, including visit details, GPS location, remarks, and status updates.
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## Visit Details Section
**Visited To**
- Select where the visit occurred (e.g., Customer Home)
**Visit Result**
- Choose the result of the visit (e.g., Met Customer, Not Available)
**Who Did You Meet**
- Auto-filled or manually selected
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## Location Section
**Visited Location**
- Enter address manually OR
- Tap GPS icon to auto-fill current location
**Tip:** Always use GPS if possible for accurate tracking
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## Remarks Section
**Visit Remark**
- Free text notes about the visit
(Example: “Customer promised to pay next week”)
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## Visit Reason Section
Select at least one reason for the visit:
- This Month
- Last Month
- 2 Month Delay
- OA / SOA
- Real Estate
- GPS Repair
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## Special Cases Section (Optional)
Select only if applicable:
- Third Party
- Car Broken
- Customer Arrested / Passed Away
- Seized by Police
- GPS Offline
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## Additional Options
- **Seize the Car** → Toggle ON if the vehicle was seized
- **Additional Asset Investigation** → Toggle ON if required
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## Payment & GPS Status
- **Paid** → Select payment status
- **GPS Repaired** → Yes / No
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## How to Use
**Record Visit**
1. Tap **Start Visit** from Customer Details Screen
2. Fill all required fields
3. Add GPS location and remarks
4. Select reasons for visit
5. Update special cases and additional options if needed
6. Tap **Save**
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## Navigation
Customer Details Screen → Start Visit → Visit Result Screen → Save
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# Add New Customer Screen
[](http://wiki.lalco.la/uploads/images/gallery/2026-03/82dab961-8091-4bb3-9c57-985d73a2de28.jpg)
The **Add New Customer Screen** allows staff to create and register a new customer in the system. This information is used for managing customer records, loans, and follow-up activities.
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## Header Section
### Page Title
**Add New Customer**
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### Description
Create a new customer
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Customer Information Form
Users must fill in the following details:
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### Name
Enter the customer’s full name.
Example:
John Silva
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### Phone
Enter the customer’s contact number.
Example:
0771234567
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### Email
Enter the customer’s email address (optional if not available).
Example:
john@email.com
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### Address Unit
Enter the customer’s address or house/unit details.
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### Province
Select the province from the dropdown list.
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### City
Select the city based on the chosen province.
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### Village
Select the village or local area.
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### Family Book / NIC
Enter the customer’s identification number.
Example:
199812345678
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### Birth Date
Select the customer’s date of birth using the date picker.
Example:
Mar 19, 2026
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# Action Button
### Save
Tap **Save** to create the new customer.
- If all required fields are filled correctly, the customer will be added successfully.
- If there are missing or invalid details, the system may show an error.
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# How to Use
### Add a New Customer
1. Open the **Customers tab**
2. Tap **Add New Customer**
3. Fill in all required details
4. Tap **Save**
5. Customer will be added to the system
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# Navigation