Customer Visit

To work through your list of customers one by one, click on the customer you’d like to view first, which takes you to the customer visit page, where you can view all the customer's details and their current status.

• The 'Customer Visit' pages include customer's details, 'Live' and 'Draft' contracts, customer flags, notes, and 'Closed' loans.

• Once you’ve addressed any necessary actions, you can navigate through the list using the buttons located in the top right, one at a time.

• To return to the round page, click the 'Round' button on the top right of the screen.

  • When you return to the 'Round' page, the summary panel and statuses are all up to date, making it easy to track your progress for each round.

Customer Details

• For more customer information, expand the dropdown section in the customer row, which includes a summary of their total closed and active loans, as well as the total arrears and balance.

• You can use the buttons on the top right of the summary panel to:

  • Open the customer's Vault

  • Manage payment cards

  • Create a new loan application

  • Edit the customer details

  • Call the customer

  • For more options, use the kebab menu on the right

Loans details

• The loans that are due for collection are highlighted with a dark border and include a payment button to quickly process payments or record non-payments.

• After saving the transaction, the status will automatically update, enabling you to easily monitor your progress in the round.

• To learn more about the loan, expand the dropdown section where you can view the summary and transactions list.

• You can use the buttons on the top right of the contract summary panel to:

  • Clone the details of the loan to create a new application

  • Make or record a payment

  • Open the contract form

  • For more options, use the kebab menu on the right

The week after a contract has been closed, it will be moved to the ‘closed loans’ dropdown section for historical reference.