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Task Screen

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

Search Function

Search by task

Allows users to search tasks by:

  • CustomerContract name
  • Task-related detailsnumber

Filters

Time

Users Filters

can filter tasks based on their role. 

  • G department
  • Department
  • Collection Unit
  • collection tl
  • collection

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 MonthMonth: →Next Tasksdue delayeddate inis current0–30 monthdays overdue.
  • Delay Last Month Delay: →Next Tasksdue delayeddate inis previous30–60 monthdays overdue.
  • Two-Month Delay: Next due date is 60–90 days overdue.
  • OA ContractContract: →Next Tasksdue relateddate tois OAmore contracts
    • than
90
days

Payment Filters

  • Alloverdue → Show all tasks
  • Paid → Completed payments
  • Not Paid → Pending payments.

Task List

Each item represents a customerstaff task.

Example:

Emasha Perera
Mobile Number: 02023848344

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

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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
  • Gurantor details 
  • Collateral details

Actions

Call Screen Customer

Initiates customer follow-up or call process

Promise Dates

Set or update customer promised payment dates

ReassignCustomer TaskVisit

AssignVisit taskthe tocustomer's anotherhome staffdetails memberadding 

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
    action

Navigation

Task List → Select Task → View Details → Take Action

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