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Tasks Management

1. First, you must first login and navigate to the main dashboard
    

2. Then, select menu button "View Customer". Once open select one of the customer, see Figure.1

Image Removed

                   Figure.1

1. Once you are logged into the Fineract CN Mobile app, you will be greeted with the dashboard page. Here, click the navigation drawer button at the top-left, then select "Customer" (Figure 1). You can also click the "View Customer" button (Figure 2).Image Added   Image Added

                   Figure 1                                              Figure 2

       2       3. After you've selected and entered the customer details menu then swap-down your screen down to find the posts in the management "Tasks", See Figure.2A & 2B

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                   Figure.2A                                             Figure.2B

      4      3. Go to the "Tasks" section. 

      5      4. After "tasks" opens you will see there are 2 options available, but there should be 3, that is Active, Lock, and Close : (See Figure.3)options according to customer status. Basically, customer can have status

                A. Pending

                B. Active

                C. Lock

                D. Close

       Here customer have active state 

                Figure.3

Here are the actions that can be executed according to status.

               a. Unlock / Lock : this feature works for unlocked or locked customer status. Lock 

b. Reopen / Close : this feature works to opened or closed the status in the customer. Close 

           How-To Change the Status of Customer, here an example :

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Activities Management

1. First, you must first login and navigate to the main dashboard

      2. Then, select menu button "View Customer". Once open select one of the customer, See Figure.1

Image Removed

                    Figure.1

1. Once you are logged into the Fineract CN Mobile app, you will be greeted with the dashboard page. Here, click the navigation drawer button at the top-left, then select "Customer" (Figure 1). You can also click the "View Customer" button (Figure 2).Image Added   Image Added

                   Figure 1                                              Figure 2

       2       3. After you've selected and entered the customer details menu then swap-down your screen down to find the posts in the management "Activities", See Figure.2A &2B

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