During User Meetup, Miguel requested the following functionality:
Some additional feedback from user meetup was interest for a separate feature around display of upcoming tasks for staff:
Instead of dashboard for key indicators
Clients are used to having systems that have alerts regarding clients which client has paid today, which client is in arrears
Active tasks that users must do for that specific day.
Nayan has developed a Chrome Plug-in based on logged in user - get a dashboard of disbursements/collections for the day
Miguel - thinking about doing it based on reports - instead of client having active tasks
Have access to reports to indicate which active tasks he will have on that day.
Nayan: what are these active tasks?
For loan officer - disbursements and collecting repayments
Current plug-in when someone logs in - gives them today's disbursements and today's repayments in the homepage
Action: Nayan will share with that with Miguel.
Action: Miguel to create issue with more data