Customer & Loan Overview
Customer records, loan accounts and follow-up activity in one workspace.
Follow-up requiring action
Active accounts with scheduled follow-up due
| Customer / CIF | Loan | Next Follow-Up | Status | Action |
|---|
Daily processing workflow
Standard customer review process
Pilih customer daripada master list.
MOCHA masih dibuka secara manual.
Remarks lama dan status loan tak hilang.
Kolum NO, CIF_KEY, NAME, BRANCH_CODE, branch_d, UPDATE.
Recent case activity
Latest follow-up notes and account updates
| Tarikh | Customer | Loan Ref | Tindakan | Remarks |
|---|
Customer Register
Satu CIF boleh ada banyak loan. Satu customer master, history tetap kekal.
| Company / CIF | Branch | Loan | Latest remarks | Action |
|---|
Loan Account Register
Manage 2–3 loan dalam CIF yang sama tanpa bercampur remarks.
| Customer / CIF | Loan Ref | Status | Next Follow-Up | Remarks terkini | Action |
|---|
Monthly Data Import
Match CIF, check duplicates dan kekalkan remarks yang dah ada.
Format asal: NO, CIF_KEY, NAME, BRANCH_CODE, branch_d, UPDATE
Import preview ·
Semak dulu sebelum import. CIF sama bukan semestinya loan sama. Kalau Excel tiada loan reference, sistem tak akan reka loan secara automatik.
| Row | CIF | Company (dummy only) | Check | Remarks |
|---|
Import history
| Tarikh | Filename | Rows | New | Existing | Changed |
|---|
Remarks & Follow-Up History
Semua remarks lama disimpan mengikut loan, walaupun Excel diupload semula.
| Tarikh | Customer | Loan | Action | Remarks | Next follow-up |
|---|
Reports & Data Export
Download report selepas kerja siap, termasuk format Excel yang Puan Anifa biasa guna.
Original workbook format · 6 columns
Column order sama: NO · CIF_KEY · NAME · BRANCH_CODE · branch_d · UPDATE. `UPDATE` mengandungi latest remarks dengan loan reference jika perlu.
Complete account register
Satu workbook dengan dua worksheet: MASTER (format asal) dan LOAN DETAILS (semua loan, status, follow-up, latest remarks).
Export preview · MASTER
| NO | CIF_KEY | NAME | BRANCH_CODE | branch_d | UPDATE |
|---|
Customer
Loan / Account Records
Satu loan satu history
Follow-up Timeline
Customer summary
Reminder note
Fully Settled perlu pengesahan manual. Loan yang tak muncul dalam Excel bulan baharu tidak dipadam atau terus dianggap settled.
System Console
Paparan developer preview sahaja. Tiada sambungan ke Firebase.
Demo audit activity
| Timestamp | Action | Details |
|---|
Real Super Admin must be configured using Firebase Auth custom claims, with Security Rules. Developer preview query parameter is not authentication.