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Working on the CRM app Part 1
692 USD
Phase 1
We make a copy of the Time Tracker app, on this basis the new Diga CRM app while all changes to the Time Tracker must be updated to the Diga CRM, in essence 2 app.* After authorization in the application you need to download the guidelines: Types of tasks, Service Status, User Groups, Service Status Visibility Areas, Service Priorities, Global Settings, List of all modules (active and inactive), list of forms and sites from which new customers come
1 .Create the menu in this order:
1.1 of The main (the calendar)
1.2 of Contact + button;
1.3 The Users + button
1.4 The The door + button;
2ndThe main ( calendar ) :
2.1 The When you click on the calendar, you go to the calendar page, If there is a task, call, the meeting removes 1 option, if there are no tasks we propose to create;
* Ask for a list of tasks with a time interval (today - tomorrow).Divide by type of tasks (Each type of tasks in the guide has its own font-awesome icon for ease of perception and web color)
* Do not forget that there are long tasks (there will take a few days)
2.2 The Types of stretch with settings and divide into sections as an example;
2.3 The In the button menu, when you click on the button, 3 links appear to add + Meeting + Task + Call, when selecting 1 of the options ask the date and time for when to add the user;
* Contact and service are drawn from the live search for contacts and services.At the same time, after selecting the contact, the client_contact_id parameter should be transferred from the select contact ID.2.4 The So far we do without smiley.ThreeContact + button
3.1 The Remove a page of all user contacts
3.2 The If the user does not have access to the contacts must show an error (You do not have enough rights to view, please contact the administrator);
3.3 The Search for customers;
3.4 The Adding a new customer;
4 .Users + button
4.1 The List of all employees
4.2 The The button to add the employee ( already implemented) to duplicate;
4.3 The the button to disable the user;
4.4 The By pressing the employee, we get information.
4.1 and 4.1 Photo
4.2 of 2. Systemic information
4.5 The In the menu the button add the employee.
and 5.Closer + button
5.1 The Tracks with CRM
5.2 of Add the filter as an example.
5.3 The Location of 1 block;
5.4 The When clicking on the client, it must be translated into the client’s profile.6 .Time tracker is a copy of the application, with constant update of the functionality.7 .Possibilities, text page, I will send the material for it later.8 .Support (writing a letter) is implemented.The 9.Profile of the customer.9.1 of When clicking on the client opens the client’s profile with the ability to edit
9.2 of When you click on the profile icon, it removes all the data on the customer that is available.
*The status of the service is built out of the chain (Status of the service + area of visibility of the service).Visibility area - the limitation of a chain part for certain groups of users (group guide).That is, you need to find in which group the current authorized user (group_id) and show him only the status of services that fall within the visibility range (group -> service_scope_id service_scopes->start_service_state_id end_service_state_id).The status of the service - chain is composed dynamically according to the service_states guide on the order field.There are clickable and non-clickable statements (can_click 0/1).Go to horizontal or vertical (horizontal 0/1) - for example OTHER / RH / SPAM - vertical.There is a button or status - blue buttons, and the points are the status (type 0 - status / 1 - button)
9.6 of History of customer interaction, functionality as in CRM;
There are several types of records in history.Contact us for details.Type 3 and Type 4 - Show the sent (html) email from the message field
We make a copy of the Time Tracker app, on this basis the new Diga CRM app while all changes to the Time Tracker must be updated to the Diga CRM, in essence 2 app.* After authorization in the application you need to download the guidelines: Types of tasks, Service Status, User Groups, Service Status Visibility Areas, Service Priorities, Global Settings, List of all modules (active and inactive), list of forms and sites from which new customers come
1 .Create the menu in this order:
1.1 of The main (the calendar)
1.2 of Contact + button;
1.3 The Users + button
1.4 The The door + button;
2ndThe main ( calendar ) :
2.1 The When you click on the calendar, you go to the calendar page, If there is a task, call, the meeting removes 1 option, if there are no tasks we propose to create;
* Ask for a list of tasks with a time interval (today - tomorrow).Divide by type of tasks (Each type of tasks in the guide has its own font-awesome icon for ease of perception and web color)
* Do not forget that there are long tasks (there will take a few days)
2.2 The Types of stretch with settings and divide into sections as an example;
2.3 The In the button menu, when you click on the button, 3 links appear to add + Meeting + Task + Call, when selecting 1 of the options ask the date and time for when to add the user;
* Contact and service are drawn from the live search for contacts and services.At the same time, after selecting the contact, the client_contact_id parameter should be transferred from the select contact ID.2.4 The So far we do without smiley.ThreeContact + button
3.1 The Remove a page of all user contacts
3.2 The If the user does not have access to the contacts must show an error (You do not have enough rights to view, please contact the administrator);
3.3 The Search for customers;
3.4 The Adding a new customer;
4 .Users + button
4.1 The List of all employees
4.2 The The button to add the employee ( already implemented) to duplicate;
4.3 The the button to disable the user;
4.4 The By pressing the employee, we get information.
4.1 and 4.1 Photo
4.2 of 2. Systemic information
4.5 The In the menu the button add the employee.
and 5.Closer + button
5.1 The Tracks with CRM
5.2 of Add the filter as an example.
5.3 The Location of 1 block;
5.4 The When clicking on the client, it must be translated into the client’s profile.6 .Time tracker is a copy of the application, with constant update of the functionality.7 .Possibilities, text page, I will send the material for it later.8 .Support (writing a letter) is implemented.The 9.Profile of the customer.9.1 of When clicking on the client opens the client’s profile with the ability to edit
9.2 of When you click on the profile icon, it removes all the data on the customer that is available.
*The status of the service is built out of the chain (Status of the service + area of visibility of the service).Visibility area - the limitation of a chain part for certain groups of users (group guide).That is, you need to find in which group the current authorized user (group_id) and show him only the status of services that fall within the visibility range (group -> service_scope_id service_scopes->start_service_state_id end_service_state_id).The status of the service - chain is composed dynamically according to the service_states guide on the order field.There are clickable and non-clickable statements (can_click 0/1).Go to horizontal or vertical (horizontal 0/1) - for example OTHER / RH / SPAM - vertical.There is a button or status - blue buttons, and the points are the status (type 0 - status / 1 - button)
9.6 of History of customer interaction, functionality as in CRM;
There are several types of records in history.Contact us for details.Type 3 and Type 4 - Show the sent (html) email from the message field
Client's review of cooperation with Ruslan F.
Working on the CRM app Part 1Quality
Professionalism
Cost
Contactability
Deadlines
All is fine, great specialist, I will consult more, I recommend.
Freelancer's review of cooperation with Aleksey Ostapenko
Working on the CRM app Part 1Payment
Task setting
Clarity of requirements
Contactability
All is great
We will work further.
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