Customer Relationship Management (CRM)

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@Hongji Huang

Requirements: Web Application development

• Front-end: React (prefer)

• Back-end: Node.js + Javascript

• Database: need further clarification

• Server: AWS

• Should: User should be able to provide an entry for themselves (a record with same fields as a record for a third party described above) ⇒ need clarification

• Should: If wanting to add a person to the record book, and that person already has an account in the app, then the app should allow for adding the person by sharing their user id (maybe scanning a qr code?)

  • try QR code

• Should: If adding a person manually (by populating all the details by hand) there should be an option to send an invite to create an account to the user that's being added. ⇒ need clarification

  • free email provider for authentication

Meeting Record:

week 2 meeting(3 August)

discussion about tech with draft client requirements

discussion about the requirement, and difficulties on implementation

discussion basic functions of personal CRM

remind the research task on CRM and questions collection