My Users tab and its functionality in My Task.

Purpose: The My Users tab allows SME to view the users who have been assigned to them. SMEs can contact the user, prepare their ITRs, and even take notes on important information provided by the user.

Step 1: Select the Filters- My Users: option to search for the user. Using the Search by Filer option, you can look for filers  who work with you. Users who have been assigned to them will appear in the user details table.

Step 2: You can search for a user by their Email address or Mobile number.     

Step 3: The service type option is displayed to users based on the service they have chosen. Four service types are offered: ITR, GST, Notice, and TPA.

Step 4: By clicking the clear from button, all selected fields and filters can be cleared.

Step 5: The results of any details entered in the search option are shown on the User's Details table. The User Details table displays information about each user, such as Name, Mobile number, email address, status, owner name, filer name, ERI client, Pan number, service type, language, created date, Status update date and User Id.

Step 6: Click on ITR Status option to get the journey of user it shows the journey from signup to ITR Filed. It also shows ITR Filing completion process. 

Step 7: User Details table also has few more features to help SME get all details in one My Users tab like SMe can make call to the user using call option.   available there.

Step 8: User’s status can be updated using Update Status option. Status available are Open, Interested, Not Interested, Interested, Follow-up Etc.

Step 9–  User chat conversations can be seen using chat option. There is two options of user chat kommunicate and whatsapp.

Step 10– Click on notes option to add important points while calling the user. 

Step 11–   Start Filing option helps to start Itr Filing process based on the documents and information given by user.  Yet to start means user ITR filing is not started. Resume Filing showing Filing is started but not yet completed and ITR Filed shows filing is completed.

Based on user

Step 12–  More Option helps SME to select different options like Reassignment option, Add client option, Invoice, Subscription, Cloud, User Profile option, Add another service option etc.