3.0 Potential Client

3.1 My Potential Client

• Figure 3.1.0 shows my potential client main page :

                           Figure 3.1.0
  

• If admin wants to search for potential client record By Type or By Date.

A. By Type

Figure 3.1.1

• Based on Figure 3.1.1, the steps to search user by type is :
  • 1. toggle to By Type
    2. enter user's name/email/mobile/ic no
    3. click Search By button
    4. choose the corresponding option from the dropdown list
• Figure 3.1.2 shows and example of the search result :

                              Figure 3.1.2
  

• There are 3 actions that can be performed by admin :
  • 1. Convert : Converts client form Potential Client to registered client
    2. Disable : Disables user. If admin clicks on "Disable" button a pop up message will appear as in Figure 3.1.3 :

                                         Figure 3.1.3
       

    3. Edit : Edit potential client record. If admin clicks on "edit" button an edit potential client record form will be displayed as shown in Figure 3.1.4 :

                                       Figure 3.1.4
       

  • Based on Figure 3.1.4, all the fields are editable.

B. By Date

Figure 3.1.5

• Based on Figure 3.1.5, the steps to search potential user By Date are :
  • 1. toggle By Date
    2. choose From date
    3. choose To date
    4. click Search button