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click-erp/requirements.md
2023-04-17 20:25:52 +00:00

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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