2.0 Client Manager
2.1 New Client
Figure 2.1.0 below shows the way to New Client page :
Figure 2.1.0Figure 2.1.1 below shows New Client main page :
Figure 2.1.1The page consist of two(2) forms; Sign Up User and Potential User.
1. Sign Up User
- Admin can use the Sign Up User form to register a new client. After that client can straight away use easyparcel as a registered user.
Figure 2.1.2 below shows the Sign Up User form :
Figure 2.1.2Figure 2.1.3 shows an example for registering a new user :
Figure 2.1.3Password, Mobile No and Email are mandatory fields.
2. Potential User
Potential Users are client that might use easyparcel. Figure 2.1.4 shows a form that can be used by Admin to register potential user :
Figure 2.1.4Figure 2.1.5 shows an example registering a potential client :
Figure 2.1.5Password and Email are mandatory fields.
A. By Type
Figure 2.1.6
Based on Figure 2.1.6, admin can use the search client by :
- toggle to By Type
- enter email or mobile number
- click on Search button
Based on Figure 2.1.7, there are 2 operations that can be done under column Action; Add Activities Record and View Activities Record :
Figure 2.1.7
1. Add Activities Record
Figure 2.1.8 below shows when admin clicks Add Activities Record.
Admin are able to add client’s activity by entering details such as activity type, propose topup and ect. and lastly clicking on Submit button to save details :
Figure 2.1.8Admin can choose the activity type such as Cold Call, Enquiry, Lead, Follow Up, Upsell, Customer Retention from the dropdown list shown in Figure 2.1.9 :
Figure 2.1.9
2. View Activities Record
- By clicking View Activities Record, admin are able to view client’s activities. Figure 2.1.10 below shows when admin clicks View Activities Record :
Figure 2.1.10
B. By Date
Figure 2.1.11
- Figure 2.1.11 shows if admin wish to search client by date, the steps are as follow :
- toggle By Date
- choose From date
- choose To date
- click Search button
2.2 My Client
My client is a list of client records that is being managed by an admin.
Figure 2.2.0 below shows the way to My Client page :
Figure 2.2.0Figure 2.2.1 below shows My Client page :
Figure 2.2.1Search bar can be used to filter client by their name or credit amount.
Figure 2.2.2 is an example, if admin enters a name in search bar, the search result will immediately appear in the table :
Figure 2.2.2
2.3 All Client
All Client are record of clients sorted by New User, New User Without Topup and First Topup.
Figure 2.3.0 below shows the way to All Client page :
Figure 2.3.0Figure 2.3.1 below shows All Client interface :
Figure 2.3.1Admin can search user by :
New User
New User Without Top Up
First Topup
Search By bar
1) New User
Figure 2.3.2 shows if admin wish to search client records that are new user, admin need to click on New User button :
Figure 2.3.2A dropdown list will appear. Based on Figure 2.3.3 for example, admin chooses “Jul 2017” from the dropdown :
Figure 2.3.3Figure 2.3.4 shows the search result for New User in Jul 2017 :
Figure 2.3.4
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 2.3.5 :
Figure 2.3.5A dropdown list will appear. Based on Figure 2.3.6 for example, admin chooses “Jun 2017” :
Figure 2.3.6Figure 2.3.7 is the search result for New User Without Topup in Jun 2017 :
Figure 2.3.7
3) First Topup
If admin wish to search client records that have topup for the first time, admin need to click on First Topup button as shown in Figure 2.3.8 :
Figure 2.3.8A dropdown list will appear. Based on Figure 2.3.3 for example, admin chooses “Within 3 Months” :
Figure 2.3.9Figure 2.3.10 shows the search result for First Topup Within 3 Months that will be displayed :
Figure 2.3.10
4) Search By
Figure 2.3.11 shows the search bar that can be used by admin to search user :
Figure 2.3.11There are 5 option in the dropdown list; Name, Email, Mobile No, IC No or Referral Email.
Figure 2.3.12Based on Figure 2.3.12 are the steps to search user using search bar :
- enter either user's name/email/mobile no./ic no/referral email in the search bar
- click Search By button
- click the corresponding dropdown option based on the input
Search Function in All Client Search Result
The search bar can be found within New User, New User Without Topup, First Topup and the search result from search by as shown in Figure 2.4.0 :
Figure 2.4.0It can be used to filter records by name, email or join date. Figure 2.4.1 below shows an example, filtering by entering email address :
Figure 2.4.1