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      • Payments
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      • Create Contract
        • Customer Tasks
        • Customer & Address
        • Loan Agreement & Round
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        • 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
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        • Worksheet Example
    • Company Setup
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        • Search
        • Create Round
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  1. AREAS
  2. Rounds (New)

Rounds (Legacy)

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Last updated 6 months ago

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The rounds area displays each individual round, which is ideal for agents to use when out on their rounds.

  • Scan and search the list for customer names and addresses

  • Sort the walking order by adjusting the schedule

  • Collect and record payments

  • Create new loans

  • Manage contracts with various actions

  • View customer summary, contracts, transactions and notes

The legacy Rounds area will be removed in a future release (approx. end of November), to allow time for users to transition to the new design.