Loan Desk — Dashboard

Cases

Customer	Firm	Type	Status	Case Value	Last Activity	Reference

Document Trash

Deleted documents stay here for 30 days and are then permanently removed automatically. Restore before then if needed. Newest deletions shown first.

	File	Customer	Size	Deleted At	Auto-purge in	Actions

Users

Name

Email

Role

Name	Email	Role	Status	Actions

Users here can sign in to both the Dashboard and the LMS with the same email and password. Adding a user creates their login and emails them a link to set their own password. Edit = can add/edit cases and customers and push to LMS; View = read-only; Reference = sees only their own referred cases in the Dashboard.

Reference Database

Name

Firm Name

Email

Mobile

Date of Birth

Remarks

Search

Name	Firm Name	Email	Mobile	DoB	Remarks	Actions

These are the referring parties who bring in leads. Existing cases' Reference entries are added here automatically. A Reference login (see Users) is linked to a record here by its email. The same list is used by the LMS. Editable by Edit or Admin rights. Set a Date of Birth to send an automatic birthday email. Import CSV expects a header row with Name (required), Firm Name, Email, Mobile, DoB, Remarks — export your Excel sheet as CSV first.

Customer Master

One customer list shared by the Dashboard and the LMS. The customer code is created automatically from the firm / customer name (e.g. Sharma Traders → SHAR0001). PAN is optional.

Firm / Customer Name *

Contact Person

PAN (optional)

Mobile

Email

Contact's Date of Birth

Reference

Remarks

Search

Code	Firm / Customer	Contact	PAN	Mobile	Email	Actions

Search runs on the server, so it stays fast however large the list grows. Import CSV expects a header row with Name (required), Contact, PAN, Mobile, Email, DoB, Remarks.

Activity Log

Every change to cases, customers, LMS profiles, references, users and documents — from both the Dashboard and the LMS — recorded automatically by the server. Kept for 3 years.

Area

User (email)

When	User	Area	Action	Record	Fields changed

Data & Utilities

Needs Attention — Ageing Limits

Backup & Restore

Data & Utilities

Needs Attention — Ageing Limits

Backup & Restore

Cases

Needs Attention — Ageing Limits

Add Lead

Add Bank Login

Trash

Document Trash

Users

Reference Database

Customer Master

Activity Log

Key Performance Indicators

Reminder Email Log