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Old version of the prd Client
Admin, super admin can create client information.
Name (Required)
address
email (Required)
Company
category
Status
Lead (By default)
Status (Once an order is given)
Import client list from csv, excel.
From CSV we will take the required name and email field.
The optional fields if it is populated like address (city, state, country etc.) we will take it else discard.
Send a welcome email to client email address with username, password, and login URL.
While deleting a client give prompt with a Checkbox to confirm if he wants to delete order, invoice, quotations and tickets.
Items the user selects will be deleted.
Items the user didn’t select will remain.
A client can’t can be added as a team member

Product Requirements Document (PRD): Client Management in Agency Handy

⁠

Objective

Enable Admin and Super Admin users to manage client information efficiently, ensuring streamlined onboarding and data handling.
⁠

Business Need

Efficient Client Management: Provide tools for managing client details, importing client data, and handling client-related records.
Enhanced Onboarding: Automate client communication with a structured welcome email.
Data Integrity: Ensure client data is managed securely and remains intact.
⁠

User Goals

Simplify client data management through direct input or file imports.
Enhance client onboarding with automated emails containing essential login details.
⁠

Functional Requirements

1. Client Creation

Manual Input: Admin and Super Admin can create clients with the following fields:
Required Fields: Name, Email
Optional Fields: Address (City, State, Country), Company, Category
Import Clients:
Support importing client data through CSV or Excel files.
Mandatory Fields: Name and Email
Optional Fields: Address details (City, State, Country, etc.)
Discard unpopulated optional fields during import.
Tooltip text:
“To import your clients into our system, ensure your data is structured in the following format: (First Name, Last Name, Company Name, Email(Mandatory), Country, State, City, Zip Code, Add Details) Upload the file in CSV or Excel format, and the system will automatically map and validate the data. Fields not populated in the upload will be ignored.”

2. Welcome Email

After client creation (manual or import), send a welcome email to the client containing:
Subject: Welcome to [Agency Name]!
Body: Include Username, Temporary Password, and Login URL.
Email customization should be available to Super Admin via templates.

3. Client as Team Member Restriction

Prevent clients from being added as team members to avoid conflict or misuse of roles within the platform.

Non-Functional Requirements

Performance: Ensure CSV/Excel imports handle large datasets efficiently without timeouts.
Security:
Encrypt all sensitive client information, including email addresses and login credentials.
Ensure welcome emails use secure protocols to prevent unauthorized access.
Usability:
Provide error messages for incorrect or incomplete CSV/Excel imports.
Offer a preview of imported data before confirmation.

Acceptance Criteria

Client Creation:
Clients are created with all required fields, and optional fields are included when provided.
Imported clients with missing mandatory fields are flagged as errors.
Welcome Email:
Welcome emails are sent automatically with correct username, password, and login URL.
Client Restriction:
Clients cannot be added as team members, with a clear error message if attempted.

Future Scope

Client Groups: Allow categorization of clients into groups for bulk actions and segmentation.
Client Notes: Add an option for internal notes visible only to team members for each client.
Enhanced Data Import: Enable mapping of fields during CSV/Excel imports for better customization.
Activity Logs: Provide logs for client creation and updates for tracking purposes.
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