1.0 Client Manager

1.1 New Client

• Figure 1.1.0 shows the way New Client page :

                                            Figure 1.1.0
  

• Figure 1.1.1 shows New Client main page :

                                             Figure 1.1.1
  

• The page consist of two forms which are Sign Up User and Potential User.

Sign Up User

• Admin can use the Sign Up User form to register new clients. After that client can straight away use easy parcel as a registered user.
• Figure 1.1.2 shows Sign Up Form :

                                           Figure 1.1.2
  

• Figure 1.1.3 shows an example for registering a new user :

                                         Figure 1.1.3
  

• Password, Mobile No and Email are mandatory fields.

Potential User

• Potential Users are client that might use easy parcel. Figure 1.1.4 shows a form that can be used by admin to register potential client :

                                           Figure 1.1.4
  

• Figure 1.1.5 is an example for registering a potential client :

                                           Figure 1.1.5
  

• Password and Email are mandatory fields.

A. By Type

Figure 1.1.6

• Based on Figure 1.1.6, admin can use the search client by :
  • 1. toggle to By Type
    2. enter email or mobile number
    3. click on Search button
• Based on Figure 1.1.7, there are two operations that can be done under Action; Add Activities Record and View Activities Record :

                                         Figure 1.1.7
  

1.Add Activities Record

• Figure 1.1.8 shows when admin clicks Add Activities Record.

                                            Figure 1.1.8
  

• Admin are able to add client's activity by entering details such as activity type, propose topup and etc. and lastly clicking on Submit button to save details.
• Admin can choose the activity type such as Cold Call, Enquiry, Lead, Follow Up, Upsell, Customer Retention from the dropdown list shown in Figure 1.1.9 :

                                              Figure 1.1.9
  

2.View Activities Record

• By clicking View Activities Record, admin are able to view client's activities. Figure 1.1.10 shows when admin clicks View Activities Record :

                                                Figure 1.1.10
  

B. By Date

Figure 1.1.11

• Based on Figure 1.1.11 are the steps to search client by date :
  • 1. toggle by Date
    2. choose From date
    3. choose To date
    4. click Search button

1.2 My Client

• My client is a list of clients record that is being managed by an admin.

• Figure 1.2.0 below shows the way to My Client page :

                                                        Figure 1.2.0
  

• Figure 1.2.1 shows My Client page :

                                                               Figure 1.2.1
  

• Search bar can be used to filter client by their name or credit amount.

• Figure 1.2.2 is an example, if admin enters a name in search bar :

                                           Figure 1.2.2
  

1.3 All Client

• All client are record of client sorted by New User, New User Without Topup and First Topup.
• Figure 1.3.0 shows the way to All Client page :

                                Figure 1.3.0
  

• Figure 1.3.1 shows All Client main page :

                                                                                     Figure 1.3.1
  

• Admin can search user by :

  • New User
  • New User Without Top Up
  • First Topup
  • Search By User

1) New User

• Figure 1.3.2 shows if admin wish to search client records that are new user, admin need to click New User button :

                                          Figure 1.3.2
  

• Based on Figure 1.3.3 for example, admin chooses "Jul 2017" from the dropdown :

                                             Figure 1.3.3
  

• Figure 1.3.4 shows the search result for New User in Jul 2017 :

                                               Figure 1.3.4
  

2) New User Without Top Up

• If admin wish to search client records that are new user without topup, admin need to click on New User Without Topup button as shown in Figure 1.3.5 :

                                          Figure 1.3.5
  

• Based on Figure 1.3.6 for example, admin choose "Jun 2017" from the dropdown :

                                          Figure 1.3.6
  

• Figure 1.3.7 is the search result for New User Without Topup in Jun 2017 :

                                           Figure 1.3.7
  

3) First Topup

• Figure 1.3.8 shows First Topup button :

                                           Figure 1.3.8
  

• Based on Figure 1.3.9 for example, admin chooses " Within 3 Months" from the dropdown :

                                          Figure 1.3.9
  

• Figure 1.3.10 shows the result for First Topup for Within 3 months :

                                       Figure 1.3.10
  

4) Search By

• Figure 1.3.11 shows the search bar that can be used by admin to search user :

                                       Figure 1.3.11
  

• There are 5 option from the dropdown list; Name, Email, Mobile No, IC No or Referral Email.

                                      Figure 1.3.12
  

• Based on Figure 1.3.12 are steps to search user using search bar
  • 1. enter either user's name/email/mobile no/ic no/referral email in the search bar
    2. click Search button
    3. click the corresponding dropdown option based on the input

Search Function in All Client

• The search bar can be found within New User, New User Without Topup First Topup and the search result from the search by as shown in Figure 1.4.0 :

                                          Figure 1.4.0
  

• It can be used to filter records by name, email, or join date. Figure 1.4.1 shows an example filtering by entering email address :

                                         Figure 1.4.1