5.3 Customer

This tab displays customer-wise list of tasks, which are assigned to you. It displays tasks based on the primary customer of the account. These tasks are related to the accounts that belong to segments where Ignore Group Basis switch is enabled and Group Basis is set as Customer for the product processor.

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Table 5-4 Field Description: Customer

Field Name	Description
Customer Filters	This section helps you to filter the task list based on customer specific search criteria.
Customer ID	Indicates the customer ID.
Customer Name	Indicates name of the customer.
Account Number	Indicates account number of the customer.
Mobile Number	Indicates mobile number of the customer.
Email	Indicates the email address of the customer.
Unique Identifier
PAN/SSN	Indicates the pan card number or social security number of the customer.
Country	Indicates the country where the customer is residing as per the customer's address details maintained.
State	Indicates the state where the customer is residing as per the customer's address details maintained.
Zip Code	Indicates the zip code of the area where the customer is residing as per the customer's address details maintained.
<Task List>	The task list displays following details of the tasks.
Customer	Displays the name of the customer.
Customer ID	Displays the customer ID.
Type	Displays the type of customer.
No. of Accounts	Displays the number of accounts of the customer that are in collections.
Total Tasks	Displays the total number of tasks related to the customer that are assigned to you. Note: If you are a normal collector, it displays the total number of tasks assigned to you for that the customer across all accounts and segments where group basis is Customer. If you are a supervisor collector, it displays the total number of tasks assigned to the collectors across all accounts and segments for which you are supervisor and where group basis is Customer.
Not Started	Displays the total number of tasks that are in Not Started status. Note: If you are normal collector, it displays the total number of tasks related to the customer that are assigned to you across all accounts and segments where group basis is Customer. If you are a supervisor collector, it displays the total number of tasks related to the customer that are assigned to the collectors across all accounts and segments for which you are supervisor and where group basis is Customer.
Escalated	Displays the number of tasks that are in Escalated status. Note: If you are a normal collector, it displays the number of tasks in Escalated status that are assigned to you. If you are supervisor collector, it displays the number of tasks in Escalated status that are assigned to the collectors under you.
WIP	Displays the number of tasks that are in work in progress status. Note: If you are a normal collector, it displays the number of tasks in WIP status that are assigned to you. If you are supervisor collector, it displays the number of tasks in WIP status that are assigned to the collectors under you. The escalated tasks that are in work in progress are not included in this count.
User Assigned	Displays the user name of the collector to whom the task is assigned.
Case Details	Click <icon> to navigate to Case Summary page to view details of the case for which the task is created. If you navigate to Case Summary page from here, account number associated with the corresponding task is in context.

• Searching for a Task Based on Customer
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