Leads and Task Management

This project is developed using the data separation model. It has two versions i.e. a local version that all the user keeps in their local system and the other one is the server version hosted in the FileMaker server. This database solution is a Leads and Task Management which is mainly used by the user to keep track of the different tasks assigned to the him/her. To keep track there are various functionalities such as the alarm system, status (shows the current status) and done (hides the task after it’s completed). To make the usability of the application even better there are various drag and drop functionalities are implemented which helps in quickly grouping the tasks in to different groups.

There are four types of users in this application. They are Full Access, Data Entry, only access to Task and Admin. Admin has the full privilege to do the modifications. Full access account can view leads and assigned tasks. The user having only access to the Task can view only Tasks that are assigned to him. DataEntry user can only add new Leads.

There are few other functionalities added to make the data entry easier. Downloading the E-mails and allowing drag and drop of E-Mail from the apple mail client are among them.

The system also provides a user dashboard ability to get an overview of the tasks and the upcoming tasks to be done by the user.