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)

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.

1.7 KiB Executable File Raw Blame History