Rounds (Legacy)

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.