added sender ID to the clients Tab in Show view plus bug fixes
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@@ -1,11 +1,5 @@
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# Onboarding process
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# Date 2024-01-18
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i Effie,
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Lets have app fee and development once off 100,000 and at 13% annual maintenance, which reminds me we are not billing customers for support and annual maintenance ☹.
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@'Kwesi Banson' we need to add these on the ERP.
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Kind Regards,
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Sam
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Thank you sir,
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@@ -38,22 +32,9 @@ Dynamic Numeric- Yes/No
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Delivery Report- Yes/No
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Comments
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# Short Code Licence/Certificate Renewal Date
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Our ZICTA certificate for the Geopoll short code 5155 will expire on the 22nd of March. Renewal fee is K18,000.
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Kind Regards,
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Martha
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VFGH83347501
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https://youtu.be/6kBAkodqBRM
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https://youtu.be/OUSTGLL51m0
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In response to SSL Certificate renewal
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Anything that needs renewal etc - needs to be on the ERP under tech,
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Kind Regards
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1. Charity suggested we link clients with Sender IDs to avoid having to enter Sender IDS on a separate page
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2. Charity and the team also suggested it would be good for us country managers to have more options on the ERP. Country documents should also have an option to add expiry dates. Have the same notes function under countries just like AMs.
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3. Charity also suggested that we have a feature that sends emails to AMs to remind them of the invoices. Since invoices have validity period to say to be paid after so an so date, it should be used to send reminders to alert AMs to followup on payments. Don’t know if it makes sense.
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4. I have asked Kwesi if we could have a page on the ERP that displays all activities rather than just on the home page. Also suggested that we be able to click on some activities like when AM leaves a note, we should be able to open and view that note.
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5. The other suggestion was to have an option to view all clients instead of just showing 15 clients per page, have an option to view 15, view 50. view 100. view all. that way will be able to download XLSX/PDF for all clients if we view all. currently it only downloads 15 clients of that particular page
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