Task Screen

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

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Search Function

Search Bar

Allows users to search tasks by:

• Customer name
• Task-related details

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Filters

Time Filters

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

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Payment Filters

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

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Task List

Each item represents a customer task.

Example:

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Information Displayed

Each record shows:

• Customer Name
• Mobile Number

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Pagination

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

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How to Use

View Tasks

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

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Task Details Screen

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

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Task Information

Displays:

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

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Actions

Call Screen Customer

Initiates customer follow-up or call process

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Promise Dates

Set or update customer promised payment dates

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Reassign Task

Assign task to another staff member

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How to Use

Manage Task

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

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