# Pending features
- Click Infrastructure 
- IP/Domains
- Services
- Server Overview

# 2023-01
# Client Management System (CMS)
- list of customers with their Account Managers based on categories (filters)
##  Categories  
- - Prospective
- - Live
- - Inactive
 
List of all Customers
Categorized in
    i.     Prospective
    ii.     Live
Against these Customers
The Account Manager

- Deadline Wednesday 11-01-2023 (2pm)

# Client Details Editing flow
- account manager edits
- Effie, Charity, Approves

## Code Flow 
- client-updates-temp-folder
- 

# Fanny's Feedback - After uploading a few clients I had some observations.
- Contact details: Suggestion to add a finance, rates and support email details
- Connection details: we usually have 2 or more SMPP details could it have an option of inputting several items like the services tab
- For Finance rates and Support we may need full contact details: E-mail address, skype, phone

# ON the client list can we add how we got client?
    use normal select, on select of Event ask for details
    Event : (GCCM) etc
    Referral
    Word of Mouth
    Marketing
# Sam
When we get a new client we fail to track various stages.
 
Discussion/Business case analysis
Business case approved
                                                  i.     Proceed to Document review
No business case
                                                  i.     Archived
Document Review
Tech Dcoument
Contract
NDA if available
Contract signing stage
Partner signed
Click Signed
Fully Executed or
Archived
Integration
Live


 
This will mean a client will go through various stages before they can be a LIVE customer.  This will no longer be categorized by input data or by process or Admin.