5.3 Branch Managers

Branch Managers play a crucial role in overseeing business workflows and ensuring that each step is executed efficiently.

Viewing Branch Managers

  • When you click on ” Branch Manager” in the side menu, a window will appear listing all registered Branch Managers in the system.
  • This list includes key details such as Name, Email, Mobile Number, Gender, and Username.
  • You can also see action buttons for editing, viewing, and managing Branch managers.

    Branch manager Role Actions

  • The Branch manager section lists all registered Branch managers. Clicking on the plus (+) button next to a name expands a list of action buttons for managing that specific account manager.

1. Branch Manager Details

  • Edit Detail – Modify Branch Manager information.
  • Email Role – Assign or update the Branch Manager role via email.
  • View Detail – See full details of the Branch Manager.

2. Emails

  • Send Email – Send an email to the Branch Manager.
  • View Email – Access previously sent or received emails.

3. Notes

  • Add Notes – Add internal notes related to the Branch Manager.
  • View Notes – Review existing notes.

4. Tasks

  • Add Task – Assign a task to the Branch Manager.

View Task – See tasks assigned to the Branch Manager.

5. Overdue Tasks

  • Overdue Tasks – Review existing overdue tasks.

Adding a New Branch Manager

To add a new Branch Manager, click on “Add Branch Manager”, which will open a form containing the following fields:

  1. Upload Profile Picture – Upload a photo of the account manager.
  2. Title (Mr/Ms)
  3. First Name* – Enter the first name of the manager.
  4. Last Name* – Enter the last name of the manager.
  5. Gender – Select the gender (Male/Female/Other).
  6. Mobile Number (Mob*) – Provide the contact number of the manager.
  7. Email Address* – Enter a valid email address (used for login and notifications).
  8. Username* – Choose a unique username for the manager’s account.

Important Notes:

  • Fields marked with an asterisk (*) are required.
  • Ensure the email and username are unique to avoid duplication errors.
  • Once all fields are filled, click “Save” to add the new Account Manager.

📌 Tip: Assign roles and permissions to Account Managers to define their level of access and responsibilities within the system.

View Detail – See full details of the Branch Manager.

2. Emails

Send Email – When clicking on the Email button, a popup window will appear, allowing you to send an email to a specific role or individual.

  1. Select a Role – Choose the specific role you want to send the email to (e.g., Administrator, Account Manager, Business Development Manager).
  2. Admin Input Field – Search for or manually enter the recipient’s email address.
  3. CC Field – If you choose Yes, an additional input field will appear where you can enter another email address to CC (copy) the email.
  4. Sending Method – Choose between:
    1. Email – Sends the message via email.
    2. Letter – Allows you to format the email as a formal letter.
  5. Email Templates – Use a predefined email template from your company’s email system.
  6. Email Subject Field – Enter the subject of your email.
  7. Attach Field – Upload any attachments (e.g., PDFs, documents, images).
  8. Content Field – Write the main content of your email.
  9. Click Send to deliver the email.

📌 Tip: Double-check the email address and content before sending to ensure accuracy.

View Email – Access previously sent or received emails.
1.+ button to expand Action buttons
2. List of action buttons

3. Notes

Add Notes – Add internal notes related to the Branch Manager.
The Notes section allows users to add important details related to a specific role or task.

Fields in the Notes Section:

  1. Start Time* – Select the start time for the note entry.
  2. End Time* – Select the end time (must be greater than the start time).
  3. Total Minutes – Automatically calculates the duration based on the start and end times.
  4. Subject* – Enter a title or brief subject for the note.
  5. Description* – Provide detailed information about the note.

Important Rule:

⚠️ End Time must be greater than Start Time to ensure valid time tracking.

📌 Tip: Ensure all *required fields (marked with an asterisk ) are completed before saving the note.

View Notes – Review existing notes.

The View Notes section allows users to manage previously added notes.

  • Users can see a list of existing notes with details such as start time, end time, subject, and description.
  • Clicking on the plus (+) button next to a note will expand the available action buttons.

Available Actions:

  1. Edit – Modify the note details.
  2. View – Open and read the full note.
  3. Download – Save the note as a file.
  4. Add Note– Link a Note entry to the note if necessary.
  5. Add Task – Create a related task based on the note.
  6. Delete – Remove the note permanently.

📌 Tip: Use the Edit option to update information instead of deleting a note to maintain records.


4. Tasks

  • Add Task – Assign a task to the Branch Manager.

The Add Task feature allows users to create and assign tasks to different users within the system. When clicking on the “Add Task” button, a task creation form will pop up.

Fields in the Add Task Form:

  1. Allocated For – Select the specific user role for which the task is being created.
  2. Allocated To – Choose the specific user responsible for completing the task.
  3. CC To – If required, add other users who should receive updates about the task.
  4. Recurring (Daily, Weekly..) – the task will be automatically repeated at set intervals.
  5. Subject* – Enter a brief title describing the task.
  6. Allocated Task (Description)* – Provide a detailed explanation of the task.
  7. Due Date* – Set the deadline by which the task should be completed.
  8. Time Due* – Specify the exact time the task is due.
  9. Priority Level – Select a priority:
    1. Low
    2. Medium
    3. High
    4. Urgent
  10. Status – Choose the status of the task:
    1.Pending
    2.In Progress
    3.Completed
    4.On Hold
  11. Attach Files – Upload any necessary documents, images, or files related to the task.


How to Add a Task:

  • Click on “Add Task”.
  • Fill in the required details (marked with an asterisk *).
  • Ensure the correct user/role is assigned and set the due date/time.
  • If the task is recurring, select Yes and define the frequency.
  • Click “Save” to create the task.

📌 Tip: Assign tasks with clear descriptions and due dates to improve efficiency and task tracking.

 View Task – See tasks assigned to different users in the system.

Viewing and Managing Tasks

The View Task section allows users to see and manage all tasks within the system. It provides a list of existing tasks, along with key details such as:

  • Task Subject
  • Allocated For (Department, Project, or Purpose)
  • Allocated To (User or Role responsible for the task)
  • Due Date

Expanding Task Options

  • Clicking on the plus (+) button next to a task expands action buttons, allowing users to manage the task.

Available Actions:

  1. Edit – Modify task details such as subject, description, due date, priority, or status.
  2. View – Open the task details to review the assigned information.
  3. Download – Save the task details as a document for offline access.
  4. Add More Tasks – Assign additional tasks related to the current one.
  5. Add Note – Attach notes to the task for additional context or updates.
  6. Delete – Permanently remove the task from the system.

📌 Tip: Use the Edit option to update the task status as it progresses to keep track of completed and pending tasks efficiently.