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first commit, after modifying client section

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Kwesi Banson
2023-02-22 07:48:50 +00:00
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# Sam's Comments
Hi Sam,
Following your request during today training, this email serves as a reminder for you to
engage with Kwesi to come up with a tracker.
This tracker must have specifications that we get from different operators
i.e., for both USSD and SMS.
You are to engage with Hilary as well, to add a product segment on the website.
Kind Regards,
##
Hi Kwesi,
So I reviewed the tracker and below are some of my preliminary notes:
- A. when i logged in it says Welcome Effie tedela, the name is Effie Tadala 😊.
- B. the date after logging in is showing Wednesday 28th July 2021.
B. CLIENTS (the client section will require a bit more modification to accommodate the categorisation and the email alerts. I will work on it)
I am only seeing A2P clients on the list. I think that is not the full list of the A2P interconnections that we have, please engage Charity to share full list.
We need subgroups of clients; Charity can assist with the lists as well.
USSD and SMS Short Code clients- specify whether app development included or just aggregation. The short code itself should also be included.
2.1.1. toll free or revenue sharing services to be specified.
2.1.2. Specify whether USSD only, SMS only or both USSD and SMS
airtime clients.
Bulk SMS clients.
Voice clients.
an email alert to be sent out when the portal has been edited for example when a new client has been added.
I would like to be able to add a client and a notification to be sent to the account managers so that they can assign a manager to that client. Has this been done?
just like we are assigning account managers, we must have at least one point of contact from our clients end as well.
Some of the clients do not have their contacts listed on the tracker.
C. CLIENTS
can we have a way to filter the clients to be listed in alphabetical order.
I am only seeing A2P clients on the list. we need sub groups:
## Use notes column to handle the extra details
USSD Short Code clients- specify whether app development included or just aggregation.
SMS SC clients- specify whether app development included or just aggregation.
toll free or revenue sharing services to be specified.
airtime clients
Bulk SMS clients
A2P clients- grouped by country as well.
an email alert to be sent out when the portal has been edited for example when a new client has been added. I would like to be able to add a client and a notification to be sent to the account managers so that they can assign a manager to that client.
just like we are assigning account managers, we must have at least one point of contact from our clients end as well.
D. USSD clients payments
received an error when i clicked on this link.
do we have a SC monthly payment tracker for our short code clients?
E. Meeting reports:
the marketing team need to have a tab as well so that they can be updating their meeting reports with clients too.