Login page1

Login Page

Module OverviewOnly Consistent State employees will have access to the CRM tool. This is not a tool designed for customer access. Once the login is verified with the user_name and password, we will check the access level. There will only be two levels of access, 'superUser' who has full read, write, and delete privileges and 'User' who will only have read access. Depending on the level of access we will either lock the user out of the write, delete options or send them to a separate home page where those options are not present. In order to verify login we will need to access only the crm_user table.

Navigation

Login→ Home

Screen Layout

Figure 2-0 login-form screen.

Figure 2-1 error login-form- screen.

// Read user input datafunction checkuserpass($username, $password){

$username=$username$password=md5($password);

//verify that user is in data

$sql=”SELECT password FROM crm_user WHERE username='$username'”; if(!result<1){ //indicates username failed// return 1; REDIRECT 'ERROR'PAGE } //Retrieve password from result //validate that password is correct if($password=$dbpassword){ //indicates username and password confirmed return 0; if($userAdmin=='true'){ //indicates username, password and admin_user confirmed return 0; REDIRECT 'FULL ACCESS HOME' PAGE; else{ REDIRECT 'ACCESS HOME'PAGE; } } else{ //Indicates password failed return 1; } }

}

Home Page

The home page will consist of four links initially: contacts, user, groups and campaign. Each tab will have four separate sub links which will allow the user to: search, add, edit, and delete. Again, only the super User will be able to access all four sub links and the User will only be able to access search.

Screen Layout

Components / Menu Items

◦ Contacts

◦ Groups

◦ Campaign

◦ User Administration

Contact

OverviewThe contacts are a list of potential customers entered into the system through research. The contacts screen should display all of the info in the contact, company, and department tables along with user_name as assigned_to from the crm_user table.

Typically the contact will be entered into the system by the sales research person. When a new customer contact is entered into the system, we will need to check the first_name, last_name from the contacts table, if there is a match to the name, we will display that info to the user. However, we will still have the capability to enter that contact as a new contact. For example: if Bob Smith is associated with company XYZ, there may be another customer Bob Smith that works for company ABC that we need to enter as a new contact.

This screen will also allow us to search contacts by company, state, or position.

Navigation Login → Home

Screen Layout

Main Screen

Search-contact

Advanced Search - -contact

Delete-contact

Add-contact

Edit-contact

ComponentsAdd New Contact

This form the Admin user is the only user who can add the information and create a new contact.

Search Form Contact

This form all users can search the old contact information.

Edit/Update Contact

This form the Admin user is the only user who can modify the old contact information.

Delete Contact

This form the Admin user is the only user who can delete the old user.

Group

OverviewThe Groups are a list of groups entered into the system . The groups screen should display all of the contacts associated a group.

The group will be entered into the system by Admin user. When a new group is entered into the system, we will need to check the name group from the group table, if there is a match to the name, we will display that info to the contact associate.

This screen will also allow us to search if contact is free. We can enter by First name, Last name,position, state or company name.

Navigation Login → Home → Group

Screen Layout

Main Screen

Fig Group Admin

Fig Group

Members

search – Group Admin

Delete- Group Admin

Edit-

Group Admin

Create – Group Admin

Search – Group Members

Delete-Group Members

Edit -

Group Members

Create -Group Members

Campaign

Overview

campaign are a list of possible clients that We have Identified as our target public after analyze, we will select Strategies different and advertising media (sending email, website advertising, conferences) for advertising our products.This campaign are added to a specific groups or groups different.

The campaign will be entered into the system by Admin user. When a new campaign is entered into the system, we will need to check the name campaign from the 'campaign' table, if there is a match to the name, we will display that information of groups associate.

Navigation

Login → Home → Campaign →Campaign Admin

Screen Layout

Main Screen

Search - Campaign Admin

Delete - Campaign Admin

Create - Campaign Admin

Edit -

Campaign Admin

Search - Campaign Members

Delete - Campaign Members

Edit - Campaign Members

Create - Campaign Members

User

Administration

OverviewThis form allows the System administrator to create new users and changing password. Also assign permissions to login and update different actions to each user of the system.

Navigation

Login → Home → User

Screen Layout

Main Screen