Using Client Exec we wish to enhance the existing customer module and announcement module, further to this we wish to create a new module that is based on the existing ticket module. This new module is to be the Project Management Module.
Client Exec Comes with an API, the information upon which can be found here
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Ideally you will have worked with client exec API's and better still worked on their source using a developers licence.
We are anticipating having to purchase the developers licence and an NDA will need to be signed to ensure the code is not released.
## Deliverables
Below is a basic list of requirements. Client Exec as is provides about 80% if not more of the necessary functionality. The biggest task is to create a copy of ticket module and modify it to become a project managment module.
**Customer Relationship Management**
Customer Notes
* Allow staff to create notes on a customer after an e-mail or telephone conversation
* Notes will be time & date stamped and will also have the creating staff members name assigned to it
* Notes can be searched, and sorted via date and time and be presented in an easy to read list under the customer/contact profile
Customer Information
* Standard information such as name, address, telephone number etc will be stored in one location
* Management will have the ability to add further custom fields of information if they wish to store other types of data on contacts
Categories
* Customers may be assigned to one or many categories, sub categories may also be created. Categories will be what defines which staff members have access to certain customers
Account Managers
* Customers will have account managers assigned to them, this will allow for other members of staff to appropriately direct information or matters pertinent to a particular customer.
**Project Management**
Project Assignment
* Projects may be assigned to a member of staff and a manager
* Projects may also be assigned to customers, this will then display in the projects summary box on the customer profiles dashboard
Tasks
* Many Tasks may be created under any project
* Tasks may be created with out being linked to a project
* Each task may be assigned in the same fashion as a project, by default a task will inherit the assignments from its project
Priorities
* Projects maybe assigned a priority, tasks within the project may also be assigned their own priorities to ensure they draw appropriate attention.
* High priority tasks and projects will be displayed using bolder colours
Scheduling
* Management will have the ability to schedule jobs to be carried out at specific date and time
* Using the scheduling tool, management can see how busy an employees day/week will be and therefore allocate tasks accordingly
Deadlines
* Projects will have multiple deadline dates, these can be ultimate deadlines, target deadlines and review deadlines. Management will be alerted of these
* Review deadlines will allow management to review the progress of a project to ensure that it is running on track
Dashboard
* Manager Dashboard will highlight tasks and projects that are overdue or require review
* A dashboard will enable staff members to view their own daily tasks, weekly tasks and all tasks.
** **
**Mail Marketing**
HTML Mail Shots
* The mail shot tool will allow for creation of HTML e-mails
Templates
* Templates can be created and modified for use making mail shot creation a fast process
*
Categories
* Staff members with access to the mail shot tool will only be able to send to the categories of customers assigned to them.
* From these categories a staff member can select all or some of the categories and sub categories thus allowing him/her to easily target the desired audience for the mail shot
Test Mail shot
* Before sending a mail shot a test run will be sent to a specified address to ensure it displays in the desired format. Modifications can then be made to correct any discrepancies.
Anti Spam
* Ability to restrict the number of e-mails sent out per min. This feature will cue up the mails and ensure they do not all get sent out at once which would otherwise attract attention from anti spam servers across the globe potentially black listing the server IP for SPAM
Unsubscribe
* Every e-mail sent out will have an unsubscribe link for customers to click on, this is a legal requirement and will allow customers to opt out from all future mail, alternatively they may unsubscribe from some of the categories they belong to.
**General**
Access Restriction
* Administrators may apply Read/Write Access to customer data, including groups of customers
* Administrators may apply Access restrictions to different parts of the application Customer/Mailing/Project
Logging
* All actions performed on the system will be logged. Logging information will include date/time, IP, staff name and action