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. Customers

Customer Summary

PreviousEdit CustomerNextVault

Last updated 1 year ago

Was this helpful?

Accordion Navigation

Click the arrow on the right of each row to expand and view the customer summary, contracts, transactions, and notes. The customer summary gives an overview of all loans, closed and active.