2.0 Client Manager

2.1 New Client

Figure 2.1.0 shows new client main page :

                               Figure 2.1.0

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

Sign Up User

Admin can user the Sign Up User form to register new clients. After that client can straight away use easyparcel as a registered user.

Figure 2.1.1 shows Sign Up Form :

                              Figure 2.1.1

Figure 2.1.2 shows an example for registering a new user :
```
                          Figure 2.1.2
```
Password, Mobile No and Email are mandatory fields.

Potential User

Potential Users are client that might use easyparcel.
Figure 2.1.3 shows potential client form :
```
                          Figure 2.1.3
```

Figure 2.1.4 is an example for registering a potential client :

                           Figure 2.1.4

Password and Email mandatory fields.

A. By Type

Figure 2.1.5

Based on Figure 2.1.5, 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 2.1.6, there are two operations that can be done under Action; Add Activities Record and View Activities Record :
```
                           Figure 2.1.6
```

i. Add Activities Record

Figure 2.1.7 shows when admin clicks Add Activities Record.

                               Figure 2.1.7

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 2.1.8 :
```
                               Figure 2.1.8
```

ii. View Activities Record

By clicking View Activities Record, admin are able to view client's activities. Figure 2.1.9 shows when admin clicks View Activities Record :
```
                            Figure 2.1.9
```

B. By Date

Figure 2.1.10

Based o Figure 2.1.10 are the steps to search client by date :
- 1. toggle by Date
  2. choose From date
  3. choose To date
  4. click Search button

2.2 My Client

My client is a list clients record that is being managed by an admin.
Figure 2.2.0 shows My Client main page :
```
                          Figure 2.2.0
```
Search bar can be used to filter client by their name or credit amount.
Figure 2.2.1 is an example, if admin enters a name in search bar :
```
                          Figure 2.2.1
```

2.3 All Client

All client are record of client sorted by New User, New User Without Topup and First Topup.
Figure 2.3.0 shows All Client main page :
```
                         Figure 2.3.0
```
Admin can search user by :
- New User
- New User Without Top Up
- First Topup
- Search By User

1) New User

Figure 2.3.1 shows if admin wish to search client record that new user, admin need to click New User button :
```
                         Figure 2.3.1
```
Based on Figure 2.3.2 for example, admin chooses "Jul 2017" from the dropdown :
```
                          Figure 2.3.2
```
Figure 2.3.3 shows the search result for New User in Jul2017 :
```
                          Figure 2.3.3
```

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 2.3.4 :
```
                          Figure 2.3.4
```
Based on Figure 2.3.5 for example, admin choose "Jun2017" from the dropdown :
```
                           Figure 2.3.5
```
Figure 2.3.6 is the search result for New User Without Topup in Jun 2017 :
```
                           Figure 2.3.6
```

3) First Topup

Figure 2.3.7 shows First Topup button :

                            Figure 2.3.7

Based on Figure 2.3.8 for example, admin chooses "Within 3 Months" from the dropdown :
```
                           Figure 2.3.8
```
Figure 2.3.9 shows the result for First Topup for Within 3 Months :
```
                         Figure 2.3.9
```

4) Search By

Figure 2.3.10 shows the search bar that can be used by admin to search user :
```
                         Figure 2.3.10
```

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

                                                        Figure 2.3.11

Based on Figure 2.3.11 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

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 2.4.0 :
```
                           Figure 2.4.0
```
It can be used to filter records by name, email or join date. Figure 2.4.1 shows an example filtering by entering email address :
```
                           Figure 2.4.1
```

Client Manager