66 lines
1.7 KiB
Markdown
Executable File
66 lines
1.7 KiB
Markdown
Executable File
# Pending features
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- Click Infrastructure
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- IP/Domains
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- Services
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- Server Overview
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# 2023-01
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# Client Management System (CMS)
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- list of customers with their Account Managers based on categories (filters)
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## Categories
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- - Prospective
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- - Live
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- - Inactive
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List of all Customers
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Categorized in
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i. Prospective
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ii. Live
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Against these Customers
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The Account Manager
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- Deadline Wednesday 11-01-2023 (2pm)
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# Client Details Editing flow
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- account manager edits
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- Effie, Charity, Approves
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## Code Flow
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- client-updates-temp-folder
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-
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# Fanny's Feedback - After uploading a few clients I had some observations.
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- Contact details: Suggestion to add a finance, rates and support email details
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- Connection details: we usually have 2 or more SMPP details could it have an option of inputting several items like the services tab
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- For Finance rates and Support we may need full contact details: E-mail address, skype, phone
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# ON the client list can we add how we got client?
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use normal select, on select of Event ask for details
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Event : (GCCM) etc
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Referral
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Word of Mouth
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Marketing
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# Sam
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When we get a new client we fail to track various stages.
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Discussion/Business case analysis
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Business case approved
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i. Proceed to Document review
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No business case
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i. Archived
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Document Review
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Tech Dcoument
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Contract
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NDA if available
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Contract signing stage
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Partner signed
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Click Signed
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Fully Executed or
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Archived
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Integration
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Live
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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.
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