#What is this App? This app is a CRM or "Customer Relation Management" software. It is used to keep track of customers/leads and collaborate with other users.
Test account credentials
Manager Account
email: [email protected]
password: Admin1234!
User Account
email: [email protected]
password: Admin1234!
feel free to create your own accounts!!
#A quick few notes
- Upon first running the app, it may "time out" on your machine. If this happens, refresh the page and try again
- To use the chat feature, you will need to login with two different accounts, using either incognito mode or a different browser
- To register a new user, you will need to join an existing group("Parks" already exists) or register your own group as a manager
- To use the app as a user, you will need to approve the "join request" as a manager
#What can I do with this app? You can...
- Save, edit and delete a customer's data
- Send messages to selected team members
- Assign tasks with deadlines to other team members
- Chat with other users
- Receive notifications if you've been assigned to a task or customer team
- Start a new group as a manager
- Join an existing group as an employee
#User stories/Features/Details
- A user can create, view, edit and delete a customer's data
- A user is associated with a "group"
- A user can have a role of manager with extra privileges
- A group has a manager and customers associated with it
- A manager can view all customers associated with a group
- A user can be associated with a customer. They are part of the customer's "team"
- A user cannot view a customer unless they are associated with the customer
- Users in the same group can assign each other to new or existing customers
- Neither managers nor users can view customers from another group
- Upon registration, a user can create a group and become its manager
- Upon registration, a user can join an existing group
- A user cannot start a new group if the group name already exists. It must be unique
- After registering as an employee, a user cannot perform any actions until a manager has approved them
- If denied by the manager, the user will be unable to join the group
- If approved by the manager, the employee can begin to use the app
- A user can send messages to other team members
- A message can have many users associated with it
- A user can assign tasks to other users
- A task has only one user associated with it
- A task has a deadline
- A task knows if it is past the deadline and how many days late
- A task can be edited and deleted by it's creator
- A task can be marked as "complete", after which it will be disabled from being edited or deleted
- A task is associated with one customer only
- A customer can have many tasks associated with it
- A user can have many tasks
- A user can view a few details of each customer on the "Customer Index" page
- A user can navigate to the "Customer Detail" page from the index page
- The "Customer Detail" page will show all tasks, messages and users/team members associated with that customer
- A user can create, delete and edit tasks and messages by clicking on an icon
- These icons can be accessed via the customer index page or detail page
- A user can see how many tasks a customer has that are past the deadline on the customer index page
- Tasks that are late or complete are styled differently on the detail page
- A user can view other users info that are part of the same group
- A manager can view all users that have requested to join the group
- A user can view all messages associated with them on one page
- A user can view all tasks associated with them on one page #wow this is boring...will complete later...