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click-erp/requirements.md
Kwesi Banson ea6d83e5d9 staff members,senderid, documents,bug fixes, etc
2023-07-27 01:33:36 +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

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.