41 lines
2.0 KiB
Markdown
41 lines
2.0 KiB
Markdown
# Onboarding process
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Thank you sir,
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Has it been uploaded on the ERP
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@'Kwesi Banson' I think these documents need special locking and even encryption – think about it,
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Kind Regards,
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Sam
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# Mansa's Request
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ERP request- A report for all new clients uploaded on ERP for the week and corresponding Account Manager.
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Needed on friday by 10am.
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# Mphatso's
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Great idea on the performance indicators, I have a suggestion for clients that are live.
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When these are being edited, there’s no indicator that applies for their level of activity.
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Could we add something on traffic flow as the other options would not necessarily apply.
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# Mansa
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Hello Kwesi,
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Below are the route features for Click Mobile direct routes as requested for the ERP.
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Dynamic Alphanumeric -Yes/NO
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Dynamic Shortcode- Yes/No
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Dynamic Numeric- Yes/No
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Delivery Report- Yes/No
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Comments
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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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