BITSAA.org Portal Administration - Group Admin : Batches
Login page1
1. Login Page
Module Overview
Only 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.
2. // Read user input data
functioncheckuserpass($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;
}
}
}
3. 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
4. Contact
Overview
The 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
7. Edit-contact
Components
Add 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.
8. Group
Overview
The 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
11. 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
15. User Administration
Overview
This 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
