34 lines
1.6 KiB
Markdown
34 lines
1.6 KiB
Markdown
Click ERP
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Client Management (CRM)
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• Client Profiles: Complete tracking of demographics, services, contract types, billing modes, and Account Manager assignments.
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• Entity Record entries: A dedicated view for each client housing sub-records for Short Codes (SMS/Voice/USSD), Payments, and Onboarding Progress.
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• Time-Locked Communications: A Notes system where staff can log client interactions.
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• Client Data Table: A client's view with real-time search, advanced filtering by service/status, and CSV/PDF exports.
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Staff Daily Reporting
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• Report Submission Portal: An interface for staff to log their daily activities, achievements, and challenges.
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• Time-Window Enforcement: Strict backend validation that automatically locks report submissions 48 hours after the target date.
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• Automated Dispatch: Automatic generation and routing of customized HTML email notifications to management upon successful report submission.
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Global Offices & Holidays
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• Branch office Management: Centralized directory for managing physical office locations and assigning Country Managers.
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• Public Holiday Management : The ability to enter recurring or localized public holidays
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Management & Admin Dashboard
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• Centralized Approvals: A dedicated hub for reviewing, approving, or rejecting staff Leave Requests.
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• Compliance Tracking: Automated calculations comparing actual submitted reports against expected working days to gauge staff consistency.
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• Report Overrides: A feature that allows management to temporarily unlock the 48-hour submission window for specific staff members and past dates.
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