Call Center Applicaton

Develop and design a web application using Ruby on Rails.

Project Objective

This project will manage the clients that calls, where the system will automatically assign each call to a broker depending on a calendar defined by Admin or Co-Admin.

Short explanation on tasks

1. Normal User

a. will create daily calls (each at a time)

b. Cannot see the rest of links

c. When saving a call, the page will be refreshed and will show empty fields with a popup message that data was saved.

d. Ability to change his password

e. Ability to change his email

f. User profile:

i. Active/Not Active

ii. Full name

iii. Username

iv. Password

v. Email

g. Record a Call

i. Date [Obligatory]

ii. Time (24 hours) [Obligatory]

iii. Client full name [Obligatory]

iv. Country [Obligatory]

v. Phone number (If country Lebanon force 8 digits) [Obligatory]

vi. Mobile number (If country Lebanon force 8 digits) [Obligatory]

vii. Reference

1. Magazine (checkbox) if checked show a dropdown list to choose from

2. Billboard (checkbox) if checked show a dropdown list to choose from

3. Online Media (checkbox) if checked show a dropdown list to choose from

4. Other (Free text)

2. Broker: will have the access on the following:

a. Clients (Edit/Add only) with logging when modification is done

b. Additional 2 fields will appear to the broker that are “Contacted” and “Date” where the broker will check if he contacted the client and define the date that he contacted the client

c. List of clients that are assigned to him with their full details

i. Add filter from time to time

ii. Contacted

iii. Pending

d. List of projects that are assigned to him

e. His Calendar

3. Co-Admin:

a. Will be able to create the following:

i. Countries

ii. States

iii. Regions

iv. Cities

v. Area

vi. Broker

vii. User

viii. Client

ix. Magazines

x. Billboards

xi. Online Media

xii. Projects

xiii. Broker Calendar

b. Preferences Page

c. Deletion of client

d. Merging Clients

4. Admin: Will have full access on the website

Important Features:

1- Brokers Calendar: Where the Admin/Co-Admin will define each broker from what time to what time will be assigned to newly created clients by users, example:

Broker 1 (Monday 13-11-2013 08:00 till Monday 13-11-2013 13:00)

Where any entry between these dates will be assigned to Broker 1

This calendar can be created ahead of time.

2- When creating a new client, an automatically email will be sent to broker

3- End of day an automatically email will be sent to Admin and Broker with resume of created calls per day

4- Automatically assigning broker to new clients based on a calendar

5- Import calls from text file

การพัฒนา Agile CMS PostgreSQL Ruby on Rails ออกแบบเว็บไซต์

หมายเลขโปรเจค: #5141252

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