LogoLogo
  • INTRODUCTION
    • Knowledge Base
    • FAQs
    • Contact Us
  • AREAS
    • Contracts
      • Search
      • Filter
      • Create Contract
        • Customer Tasks
        • Customer & Address
        • Loan Agreement & Round
        • Know Your Customer
        • Application & Employment
        • Requests & Privacy Consent
        • Income
        • Expenditure
        • Send Customer Tasks
        • Customer Tasks
        • Lend
        • Resend Tasks
      • Payments
        • Non-Payments
      • Open Contract
      • Contract Summary
        • Vault
        • Reloan
        • Manage Cards
          • Prioritise Cards
        • Call Customer
          • No Answer
        • Reschedule
        • Settle
        • Write-off
        • Change Round
        • CPA Collection Time
      • Transactions
        • Reverse Transaction
        • Credit
        • Debit
      • Notes
      • Consumer Duty Surveys
        • Send Survey
        • Complete Survey
        • Survey Results
      • Customer Upload
    • Customers
      • Search
      • Create Customer
      • Create Contract
        • Customer Tasks
        • Customer & Address
        • Loan Agreement & Round
        • Know Your Customer
        • Application & Employment
        • Requests & Privacy Consent
        • Income
        • Expenditure
        • Send Customer Tasks
          • Customer Tasks - Mobile
        • Activate Loan
        • Resend Tasks
      • Edit Customer
      • Customer Summary
        • Vault
        • Manage Cards
          • Prioritise Cards
        • Call Customer
          • No Answer
      • Contract Details
        • Reloan
        • Open Contract
        • Payments
          • Non-Payment
        • Reschedule
        • Settle
        • Write-off
        • Change Round
        • CPA Collection Time
        • Transactions
          • Reverse Transaction
          • Credit
          • Debit
      • Notes
    • Rounds (New)
      • Select Agent
      • Rounds
      • Round
      • Customer Visit
      • Rounds (Legacy)
        • Search
        • Open Round
        • Round
          • Reorder
          • Customer Summary
            • Vault
            • Manage Cards
              • Prioritise Cards
            • Loan
            • Call Customer
              • No Answer
          • Contract Details
            • Reloan
            • Open Contract
            • Payments
              • Non-Payment
            • Reschedule
            • Settle
            • Write-off
            • Change Round
            • CPA Collection Time
            • Transactions
              • Reverse Transaction
              • Credit
              • Debit
          • Notes
    • Reports & Exports
      • Transactions
      • Survey Results
      • Rounds Worksheet
        • Worksheet Example
    • Company Setup
      • Office Users
        • Search
        • Create User
        • Delete User
        • Edit User
      • Rounds
        • Search
        • Create Round
        • Delete Round
        • Edit Round
      • Creditor Information
  • Glossary
    • Glossary of Terms
  • RELEASE NOTES
    • Release Notes
  • ABOUT
    • About SDX
Powered by GitBook
On this page

Was this helpful?

Export as PDF
  1. AREAS
  2. Contracts
  3. Create Contract

Customer Tasks

PreviousCreate ContractNextCustomer & Address

Last updated 1 year ago

Was this helpful?

Use the toggle buttons to select the relevant tasks that you would like to send to the customer.