Customer Relationship Management Module Project Report

29/03/2019 Customer Relationship Management Module Project Report
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sachinkumar Bharadva, Software Developer(JAVA, PHP) at Gujarat University, Gujarat, India

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Published on Oct 31, 2013
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Customer Relationship Management Module Project Report

1. 1. SYSTEM DEVELOPMENT PROJECT ON CUSTOMER RELATIONSHIP MANAGEMENT AT ENTOURAGE SOLUTIONS FINAL YEAR
PROJECT SEMESTER – VI System Development Programme (2011) Gujarat University (2011) Submitted By Sachinkumar M Bharadva Seat No – 6047
ENTOURAGE SOLUTIONS External Project Guide: Tanmay Lashkari Samay Bhavsar AES INSTITUTE OF COMPUTER STUDIES Internal Project
Guide Ms.Axita Shah A.E.S Institute of Computer Studies (AESICS) B++ ACCREDITATION BY NAAC OF UGC THE AHMEDABAD EDUCATION
SOCIETY (Affiliated to Gujarat University, M.C.A Programme) H.L. College Campus, P.B. 4206, Navarangpura, AHMEDABAD – 380009
2. 2. INDEX No. Content Page No 1 Introduction 2 1.1 Definition 2 1.2 Objectives 2 1.3 Advantages 3 2 Company Profile 4 3 Existing System 5 4 Purpose of
the system 6 4.1 Project Scope 7 4.2 Project Features 7 4.2.1 Administrator 4.2.2 Business Developer System Features 12 12 5.2 Output 12 Project Schedule
13 6.1 Gannt chart 7 11 5.1 Input 6 9 4.2.3 Client 5 7 13 Diagrams 14
3. 3. 7.1 Block Diagram 14 7.2 Use Case Diagram 15 7.2.1 Global Diagram-1 15 7.2.2 Global Diagram-2 16 7.2.3 User Manage 17 7.2.4 Lead Manage 18 7.2.5
Project Manage 19 7.2.6 Target Manage 20 7.3 Sequence Diagram 21 7.3.1 Login and Client / User Manage 21 7.3.2 Lead Manage 22 7.3.3 Meeting Manage
23 7.3.4 Target Manage 24 7.4 Activity Diagram 25 7.4.1 Lead Manage 25 7.4.2 Admin Menu Navigation 26 7.4.3 Buss. Developer Menu Navigation 27
7.4.4 Client Menu Navigation 28 7.4.5 Swim Lanes Diagram 29 7.5 Class Diagram 30
4. 4. 8 Data Dictionary 31 8.1 List Of Tables 31 8.2 Tables With Sample Data 32 Screen Shot 42 9.1 Admin 42 9.2 B.Developer 69 9.3 Client 85 10
Operating Environment 91 11 Bibliography 93 9
5. 5. ACKNOWLEDGEMENT I sincerely thank to all the persons whoever played a vital role in the successful completion of my project under titled Customer
Relationship Management. We are grateful to the whole staff of the Entourage Solutions And AES Institute of Computer Studies under whose guidance. I
completed my successful project, who devoted their precious time. In spite of, their in busy schedules they always came forward to guide us in our work
whenever needed. I am also thankful to Mr. Bipin Mehta – Director if institute, Ahmadabad for his constant support. I accept this opportunity to
acknowledgement all other individuals for their direct or indirect contribution to our work. I am also very thankful to Prof. Axita Shah without whom it would
have been impossible for me to carry out the project work. I heartily thanks for his valuable guidance, timely suggestions and persistent encouragement during
the project development. We are fortunate to have the opportunity work under his guidance. My special and hearty thanks to Mr. Tanmay Lashkari and Mr.
Samay Bhavsar, Project Manager and guidance at Entourage Solutions who guided me well enough to face technical challenges of technical industry. I am
grateful to them for keeping faith on me and considering me worthy for such an assignment. I am thankful to him from the bottom of my heart for helping us
professionally as well as personally during this entire training period. AESICS MCA-IV System Development Project – II – (2011) 1
6. 6. INTRODUCTION 1.1 DEFINITION: CRM (CUSTOMER RELATIONSHIP MANAGEMENT) is a widely-implemented strategy for managing a
company's interactions with customers, clients and sales prospects. It involves using technology to organize, automate, and synchronize business processes and
sales activities, but also those for marketing, customer service, and technical support. This system is virtual so anybody can use this system because this
system does not require any physical offices or environment. Owner can communicate and provide services through this system, and also client can access and
track his status and his project status as well as getting further information about the projects and new systems. 1.2 OBJECTIVE: • To simplify marketing and
sales process. • To make call centers more efficient • To provide better customer service • To discover new customers and increase customer revenue • To
cross sell products more effectively The CRM processes should fully support the basic steps of customer life cycle, The Basic Steps Are: • Attracting present
and new customers • Acquiring new customers • Serving the customers • Finally, retaining the customers AESICS MCA-IV System Development Project – II
– (2011) 2
7. 7. 1.3 ADVANTAGE: The use of the CRM system will confer several advantages to the company. • Quality and efficiency • Decreased in overall costs •
Decision support • Enterprise agility • Customer Attention The overall goals are to find, attract, and win new clients, nature and retain those the company
already has, entice former clients back into the fold, and reduce the costs of marketing and client service. AESICS MCA-IV System Development Project – II
– (2011) 3
8. 8. COMPANY PROFILE "Our Service Your Outright Success" ur Entourage was created in March 2008 with the sole intent of providing brilliantly designed
and developed solutions. We at entourage believe that innovation is the most integral element to providing solutions. We approach each project with the
desire to explore and passion to create ns. thereby providing you with innovative long term solutions. Entourage is as versatile as it's people. Each person
loves what they do and thus strive to deliver their very best. OUR GOAL: Entourage is derived from the meaning of the name itself and combines the
knowledge and different services and provides fully tested product to the client. WEB STANDARDS: We follow the Web Standards and build system faster,
reliable ,userfriendly and provide an enhanced experience to users with a modern browser. OUR CLIENTS • • • • • • • • PSYNOX PINK ELEFANT KUCH
BHI BIKEGA APPLE GLOBAL SCHOOL PHOENIX ENVISION AUTOCAR SPA KERALA AYURVEDIC And Many More…. AESICS MCA-IV
System Development Project – II – (2011) IV 4
9. 9. EXISTING SYSTEM There are not any existing systems for client side. So all the work are handle manually and have to be noted down in some register
and also taking care of that documentation. They are arranged meeting by call and if any update occurred then again call the client and update meeting
schedule, its wasting time and as well as money also and also the disturb the valuable clients. WHY THIS SYSTEM ? To overcome over problems they are
thinking to create such a system for the client as well as Company use. In which we can silently telling the customer about their status and meeting schedule
by mailing and sms. And they can also trace their payment and project detail. By this system company having the lots of advantages by having a bulk year
records and all the data together. AESICS MCA-IV System Development Project – II – (2011) 5
10. 10. PURPOSE OF THE SYSTEM The CRM is a new technique in marketing and management where the owner tries to develop long term relationship with
the clients and customers to develop them as life time customers. CRM aims to make the customer climb up the ladder of loyalty. The company first tries to
determine who are likely prospects i.e. the people who have a strong potential interest in the product and ability to pay for it. The company hopes to convert
many of its qualified prospects into first time customers into lifetime clients. They are those people who buy only from the company in the relevant product
categories. The next challenge for the company is to convert this client into advocates. Advocates are those clients who praise the company and encourage
others to buy from it. The ultimate challenge is to convert these advocates into partners where the customers and the clients work actively together to
discover ways of getting mutual benefit. Our purpose is to fulfill the following activities: 1. Client Solutions 2. Project Management 3. Quotations 4.
Suggestion 5. Lead time management 6. on line tracking for particular project 7. On line payment detail 8. Reports by daily Emails / sms with status 9. Query
Solve 10. Interact with the company's developers or marketing manager AESICS MCA-IV System Development Project – II – (2011) 6
11. 11. 4.1 PROJECT SCOPE: This system is totally web based and creating on open source applications and software. This system is created in PHP with apache
web server and database is mysql. And it support and compatible with each and every web browser and operating system. 4.2 PROJECT FEATURES: In CRM here we
have mainly three types of roles Administrator, Business Developer and Client. Types of User o Administrator o Business Developer (Marketing Representative) o Client
4.2.1 ADMINISTRATOR User Management Administrator can create the client and the developer contact and also can modify their
details when request arrives. He can also block or delete the user contact if he wanted. Contact Manager Administrator can see the all contact detail and the
analyze the contact information. And communicate with the clients and Business Developer. Leads Leads are created when new client arrives and modify by
the adm or business developers. Leads are converting into the project when client satisfy with the quotation and assign the project. If once leads converted into
project it will close. If one client having more than one project then there is separate leads for each project. AESICS MCA-IV System Development Project –
II – (2011) 7
12. 12. Quotations Quotations are the detail of the content of the project Detail and the Technology and technique which are included in the project and the total
estimation of the project and the time duration of the project being alive. Project Along with Status Here Administrator has a full description of the project and
the status of the project. Here he can see the project title its quotation, total amount, developers list which are included in the project and the recent status of
the project. Set Target Here Administrator can set target for the developer. Payments Here Administrator has full detail of the project amount and its
installment. He can also see the due date of installments and the detail of the paid installments detail. Invoice Administrator can generate the invoices and
analyze the invoices. He can also full descriptions of the invoices of the any client. Meeting Administrator can arrange, view, and analyze the meeting
schedule. He can also change the timing and the place of the meeting and inform to the particular client. Report He can generate the reports of particular
details and the analyze the report. He can also print the report and file it. AESICS MCA-IV System Development Project – II – (2011) 8
13. 13. 4.2.2 Business Developer Contact Manager Business developers can create the client and can modify their details when request arrives. He can also block
or delete the user contact if he wanted. And he can only see the detail of his contacts. Lead Leads are created when new client arrives and modify by the
administrator or business developers. Leads are converting into the project when client satisfy with the quotation and assign the project. If once leads
converted into project it will close. If one client having more than one project then there is separate leads for each project. Quotation Quotations are the detail
of the content of the project and the things which are included in the project and the total estimation of the project and the time duration of the project being
alive. Project Along with Status Here business developer has a full description of the project and the status of the project. Here he can see the project title its
quotation, total amount, developers list which are included in the project and the recent status of the project. Payments Here Business Developer has full detail
of the project amount and its installment. He can also see the due installments and the detail of the paid installments detail. Invoice Business Developer can
generate the invoices and analyze the invoices. He can also full descriptions of the invoices of the any client. AESICS MCA-IV System Development Project
– II – (2011) 9
14. 14. Meeting Business Developers can arrange, view, and analyze the meeting schedule. He can also change the timing and the place of the meeting and inform to the
particular client. Notifications: Business Developer can get the notification of meeting if its created by client and update. Report He can generate the reports of particular
details and the analyze the report. He can also print the report and file it. AESICS MCA-IV System Development Project – II – (2011) 10
15. 15. 4.2.3 Client Client Login: Client having a unique username and password. Client Profile Client can manage his profile and detail of his profile. Meeting:
Client can manage meeting schedule and having a full detail of the meeting. Project status: Client has a detail of his project and its status only, but he can not
making any modification in it. Payment details: Client has detail of the project and its amount and its installments details. Notifications: Clients getting the
notifications via mail and sms. AESICS MCA-IV System Development Project – II – (2011) 11
16. 16. SYSTEM FEATURES 5.1 INPUT Administrator/ Business Developer: • • • • • • • • • User Login Client Contact Detail Client Profile Meeting Detail Lead
Detail Project Detail Payment Detail Target Detail Reports Client: • • • Contact Detail Profile Detail Meeting Detail 5.2 OUTPUT Administrator / Business
Developer: • • • • • • • • • • User Detail Search options Client Contact Detail Client Profile Detail Meeting Detail Lead Detail Project Detail Payment Detail
Target Detail Generate Reports Client: • • • His Contact Detail His Profile Detail His Meeting Detail AESICS MCA-IV System Development Project – II
– (2011) 12
17. 17. Gann chart AESICS MCA-IV System Development Project – II – (2011) 13
18. 18. DIAGRAMS 7.1 Block Diagram AESICS MCA-IV System Development Project – II – (2011) 14
19. 19. 7.2 USE CASE DIAGRAM 7.2.1 GLOBLE DIAGRAM-1 AESICS MCA-IV System Development Project – II – (2011) 15
20. 20. 7.2.2 GLOBLE DIAGRAM-2 AESICS MCA-IV System Development Project – II – (2011) 16
21. 21. 7.2.3 USER MANAGE AESICS MCA-IV System Development Project – II – (2011) 17
22. 22. 7.2.4 LEAD MANAGE AESICS MCA-IV System Development Project – II – (2011) 18
23. 23. 7.2.5 PROJECT MANAGE AESICS MCA-IV System Development Project – II – (2011) 19
24. 24. 7.2.6 TARGET MANAGE AESICS MCA-IV System Development Project – II – (2011) 20
25. 25. 7.3 SEQUENCE DIAGRAM 7.3.1 LOGIN AND CLIEN/USER MANAGE AESICS MCA-IV System Development Project – II – (2011) 21
26. 26. 7.3.2 LEAD MANAGE AESICS MCA-IV System Development Project – II – (2011) 22
27. 27. 7.3.3 MEETING MANAGE AESICS MCA-IV System Development Project – II – (2011) 23
28. 28. 7.3.4 TARGET MANAGE AESICS MCA-IV System Development Project – II – (2011) 24
29. 29. 7.4 ACTIVITY DIAGRAM 7.4.1 LEAD MANAGE AESICS MCA-IV System Development Project – II – (2011) 25
30. 30. 7.4.2 ADMIN MENU NAVIGATION AESICS MCA-IV System Development Project – II – (2011) 26
31. 31. 7.4.3 B.DEVELOPER MENU NAVIGATION AESICS MCA-IV System Development Project – II – (2011) 27
32. 32. 7.4.4 CLIENT MENU NAVIGATION AESICS MCA-IV System Development Project – II – (2011) 28
33. 33. 7.4.5 SWIM LANES DIAGRAM AESICS MCA-IV System Development Project – II – (2011) 29
34. 34. 7.5 CLASS DIAGRAM AESICS MCA-IV System Development Project – II – (2011) 30
35. 35. DATA DICTIONARY 8.1 List Of Tables: No Fields 1 users 8 2 profiles 22 3 leads 7 4 meetings 10 5 projects 10 6 payments 5 7 targets 6 8
securityquestions 2 9 cities 3 10 states 2 11 users_status 2 12 users_role 2 13 AESICS Table Name lead_status 2 MCA-IV System Development Project – II
– (2011) 31
36. 36. 8.2 Tables And Smple Data 1.Users: No. 1 Field Name user_id Field Type Int(11) Description Primary key of user id Varchar(50) Varchar(50) Key
Primary Key Unique Encrypted 2 3 user_name password 4 create_date Date Not null Time and date when user created 5 status TinyInt(15) Not null 6 role
TinyInt (15) Not null Status of the user 1 – (active) 2 – (block) 3 - (delete) Role for users 1- Admin 2- Business developer 3- Client 7 Security_que _id
Security_ans Int(11) Foreign key Not null 8 Varchar(50) User name of the user/valid Email Id only Password of the User Id of the security question Answer
of the security question Users Smple Data user_ id user_name password create_ date status role security_ que_id security_ ans 1 sacheen@yahoo.c Sachin om
01/02/11 Active Admin 1 Bombay 2 Raj.1984@gmail. Rajrock com 02/02/11 Active Client 3 Raj 3 maddy_m@yaho Maddy o.com 16/02/11 Active
B.Develop 1 er Hometown 4 jenny@hotmail.c Jennie om 20/03/11 Active Client 2 Madona 5 adam@hotmail.c Amdsas om 01/04/11 Block Client 1 America
6 shanford@hotmai Angelwind l.com 01/04/11 Active Client 1 Malbourn 7 mahesh@yahoo.c Mahesh om 01/04/11 Active Client 1 Mahesh AESICS MCA-
IV System Development Project – II – (2011) 32
37. 37. 2.Profiles No. Field Name Field Type Key Description 1 profile_id int(11) Primary key Id Of the Profile 2 user_id int(11) Foreign key Id of the user for
his profile 3 company_name Varchar(50) Not null Company name of the user 4 first_name Varchar(50) Not null First name of the user for profile 5
middle_name Varchar(50) Not null Middle name of the user 6 last_name Varchar(50) Not null Last name of the user 7 address-1 Varchar(100) Not null
Address of the user 8 address-2 Varchar(100) Addresss o the user 9 state_id int(10) Foreign key State Id of the user 10 city_id int(10) Foreign key City Id of
the user 11 pincode Varchar(8) 12 designation Varchar(30) Not null Designation of the User/client 13 business Varchar(30) Not null Business of the client 14
birth_date Date Not null Birthdate of the user 15 mobile-1 Int(11) Not null Mobile no of the user 16 mobile-2 Int(11) Mobile no of the user 17 Telphone
Int(16) Telephone number of the user 18 Fax Int(16) Fax number of the user 19 bank_account_n Int(11) o Account no of the particular bank 20 bank_name
Varchar(100) Bank name of the client 21 vat_no Int(15) Vat no of the company 22 description Varchar(100) Small detail for the firm or user AESICS Pincode
No of the city MCA-IV System Development Project – II – (2011) 33
38. 38. Profile Sample Data profile user_ _id id Comany_ name 1 1 Shree Solutions 2 2 3 First_ name Middle_ name company_ State_ address id City_ id
Mohanbhai Bharadva Gandhinag 12 ar 3 Shah&compa Rajesh ny Rajaram Shah Ahmedaba 12 d 2 3 Shree Solutions Maddy Mahesh Bhavsar Gandhinag 12 ar
3 4 4 Aqua Spa &saloon Jennie George Witson Ahmedaba 12 d 2 5 7 Gangawaters Mahesh Ramji Chavda Junagadh 12 1 6 5 adani&co Adam Amridge
Witson Bombay 7 6 Beauty & beauty Nisha Ramesh Lakhani Ahmedaba 12 d 2 Mobile_2 Telephon e mobile_1 Sachin Last_ name Fax Bank_ account_no
Bank_ name vat_no descrip tion 8000990336 9724568571 12345698 13937448 6738372689 ICICI 4 9739229030 9020328899 66748993 57493000
7695004888 DenaBan 2929100293 Client 3 k 8 9039888290 9974336783 66737789 56883877 7849994882 State 8 Bank 8993029992 - 8000883905
8000092839 - 8664748906 9328585026 22394884 88490300 349493939 0 8 8000309227 9727229116 - AESICS 88493009 9 - - 1234567890 Admini 1
strator 1939288880 B.Devl 0 per 6674883900 Yes Bank 2910000392 Client 8 6627001888 ICICI Bank of maharashtra 6783992847 ICICI MCA-IV System
Development Project – II – (2011) - Client 4839920049 Client 3 - Client 34
39. 39. 3.Leads No Field Name Field Type Key Description 1 lead_id Int(11) Primary key Id of the lead 2 user_id Int(11) Foreign key Id of the user. 3
lead_createdby Int(11) Foreign key User_id of the admin/b.developer 4 lead_create Datetime Not null Time for first date of communicate 5 modify_lead Datetime 6
status TinyInt 7 Remark Varchar(100) Time when modify leads Not null 1-Pending 2-Converted 3-Cancel 4-Recycle comment Leads Sample Data lead user_ _id id
lead_ create lead_ createdby modify_ lead Status remark 1 2 02/02/2011 1 10/03/2011 2 Project Started from modify date 2 4 20/03/2011 3
01/04/2011 2 Project start for web site. 3 5 01/04/2011 1 03/04/2011 3 User Block or some times 4 6 01/04/2011 1 18/04/2011 1 Estimation and designing
estimation remain. 5 7 01/04/2011 1 20/04/2011 1 All discussion abt estimation. Reply will be in 4 days 4.Meetings No Field Name Field Type Key
Description 1 meeting_id Int(11) Primary key Primary key of the meeting 2 user_id Int(11) Foreign key Id of the contact for whom meeting conducted 3
meeting_time Datetime Not null Time of the meeting 4 time_duration Smallint Not null Time duration of the meeting which conducted 5 remark/agend
Varchar(100) Not null a/purpose remark/short info about meeting 6 status Status about meeting(i.e. Planned / held / AESICS Varchar(10) Not null MCA-
IV System Development Project – II – (2011) 35
40. 40. No Field Name Field Type Key Description cancel) 7 time_prior Tinyint Not null Time for reminder.(i.e. remind before 1 min or hour etc) 8 location
varchar(100) Not null Location where meeting held 9 createdby Varchar(15) Not null Role of the admin or b.developer 10 meeting_with Varchar(30) Not null
Name the person with whom meeting Meeting Sample Data Meeting User _id _id Meeting _time Time _durat ion Remark Status Time _prio r location 1 2
04/02/11 05:00 30 User requirement Held 15 At Office 2 2 08/02/11 11:00 45 System analysis and designing Held 15 At Office 3 2 15/02/11 06:30 30
Estimation and designing Held 15 At Office 4 2 25/02/11 03:50 60 Re-estimate and communicate abt system Held 15 At Office 5 2 06/03/11 06:00 30
Finalize project Held estimation and giving project duration. 15 At Office 6 2 20/03/11 10:00 30 Simple layout and data analyze Held 15 At Office 7 4
25/03/11 11:00 30 User Requirement Held 15 At Office 8 4 02/04/11 02:00 30 System Analysis Held 15 At Office 9 5 03/04/11 11:00 30 Normal
Communication Held 15 At Office 10 6 03/04/11 02:00 30 Normal Communication Held 15 At Office 11 7 03/04/11 04:00 30 Normal Communication Held
15 At office 12 4 05/04/11 06:00 15 Payment discussion Held 15 At office 13 6 20/04/11 10:00 30 User requirement Planned 15 At Office 14 7 20/04/11
12:00 45 User requirement Cancel 15 At office AESICS MCA-IV System Development Project – II – (2011) 36
41. 41. 5.Projects: No Field Name Field Type Key Description 1 project_id Int(11) Primary key Id of the Project 2 user_id Int(11) Foreign key Id of the user 3
project_name Varchar(100) Not null Name of the project 4 start_date Date Not null Starting_date of the project 5 Internal_due_date Date Not null End date of
the project of client 6 Client_due_date Date Not null End_date of the project of company 7 lead_id Int(11) Foreign key Id of the lead 8 project_status
Varchar(10) Not null 9 quotation Varchar(100) Attachment Detail of the quotations. In file form 10 total_amount Int(11) Not null Status of the project Open
Hold complete Total amount of the project Project Sample Data Project User _id _id Project _name Start _date End _date Lead Project _id _status Quotation
Total_ amount 1 2 CRM System 10/03/11 01/08/11 1 Open 2kksj3932ja10 124000 2 4 Aqua Spa 01/04/11 15/07/11 2 Open 2992301jsnkn1 60000
6.Payments No Field Name Field Type Key Description 1 payment_id Int(11) Primary key Id of the payment 2 project_id Int(11) Foreign key Id of the
project 3 installment_D Date ate Not null Date of the installment 4 paid_amount Int(11) Not null Paid amount of the project 5 status varchar(10) Not null
Status of the installment (pending/paid) AESICS MCA-IV System Development Project – II – (2011) 37
42. 42. Payments Sample Data payment_id project_id Installment_Date paid_amount Status 1 1 15/03/11 24000 Paid 2 1 15/04/11 25000 Paid 3 1 15/05/11
25000 Pending 4 1 15/06/11 25000 Pending 5 1 15/08/11 25000 Pending 6 2 10/04/11 10000 Paid 7 2 10/05/11 15000 Pending 8 2 10/06/11 15000 Pending 9
2 15/07/11 20000 Pending 7.Targets No 1 2 3 4 Field Name target_id user_id target_value remain_target Field Type Int(11) Int(11) Int(11) Int(11) Key
PrimaryKey Foreign Key Not null Not null Description Primary key of the Target Id Id of the user Amount of the target value Amount of the remain target
value 5 6 target_start_date Target_end_date Date Date Not null Not null Target start date Target end date Target Sample Data Target_id User _id 1 3 Target_
value 500000 Remain_ target 440000 target_Start_ Date 1/05/2011 Target_end_ date 31/7/2011 8.States: No Field Name Field Type Key Description 1
state_id Int(11) Primary key Id of the city 2 state_name Varchar(50) Not null AESICS Name of the particular city MCA-IV System Development Project – II
– (2011) 38
43. 43. States Sample data state_id state_name 1 Andaman and Nicobar 2 Andhra Pradesh 3 Arunachal Pradesh 4 Assam 5 Bihar 6 Chandigarh 7 Chhattisgarh 8
Dadra and Nagar Haveli 9 Daman and Diu 10 Delhi 11 Goa 12 Gujarat 9.Cities No Field Name Field Type Key Description 1 city_id Int(11) Primary key Id
of the city 2 city_name Varchar(50) Not null 3 state_id Int(11) Foreign key State id of the particulare city Name of the particular city Cities Sample Data
city_id city_name state_id 1 Junagadh 12 2 Ahmedabad 12 3 Gandhinagar 12 AESICS MCA-IV System Development Project – II – (2011) 39
44. 44. 10.Securityquestions No Field Name Field Type 1 Security_que_ Int(11) id 2 question Key Description Primary key Id of the questions Varchar(100) Not null
Questions Securityquestions Sample Data security_que_id Question 1 What is your favourite city? 2 What is your hometown? 3 What is ur pet name?
11.Users_status No 1 2 Field Name user_status_id Status Field Type Int Varchar(10) Key PrimaryKey Not null Description Primary key of the user status
Status name Field Type Int Varchar(10) Key PrimaryKey Not null Description Primary key of the user role role name Users_status Sample Data
User_status_id 1 2 3 Status Active Block Delete 12.Users_role No 1 2 Field Name user_role_id Role Users Role Sample Data User_role_id 1 2 3
AESICS Role ADMIN B.DEVELOPER CLIENT MCA-IV System Development Project – II – (2011) 40
45. 45. 13.Leads No 1 2 Field Name lead_status_id lead_status Field Type Int Varchar(10) Key PrimaryKey Not null Description Primary key of the lead status
Lead status name Leads Sample Data Lead_status_id 1 2 3 4 AESICS Lead_status Pending Converted Cancel Recycle MCA-IV System Development Project
– II – (2011) 41
46. 46. SCREEN SHOT 9.1 Admin Side Screen Shot Dashboard Dashboard Menu AESICS MCA-IV System Development Project – II – (2011) IV 42
47. 47. Dashboard Menu Dashboard Menu AESICS MCA-IV System Development Project – II – (2011) 43
48. 48. Admin Profile – When he logged AESICS MCA-IV System Development Project – II – (2011) IV 44
49. 49. Admin Profile Update AESICS MCA-IV System Development Project – II – (2011) 45
50. 50. Admin Profile After Update Users Detail AESICS MCA-IV System Development Project – II – (2011) IV 46
51. 51. Users Update Form All Contact Detail Page-1 AESICS MCA-IV System Development Project – II – (2011) IV 47
52. 52. Page-2 Contact Detail View AESICS MCA-IV System Development Project – II – (2011) IV 48
53. 53. Admin/B.Developer Can Deactivate Client From Contact. AESICS MCA-IV System Development Project – II – (2011) 49
54. 54. Create User Form with validation AESICS MCA-IV System Development Project – II – (2011) IV 50
55. 55. User Profile Create AESICS MCA-IV System Development Project – II – (2011) 51
56. 56. MobileValidation Error AESICS MCA-IV System Development Project – II – (2011) IV 52
57. 57. Client/User Profile View Lead Detail AESICS MCA-IV System Development Project – II – (2011) IV 53
58. 58. Lead Detail View Lead Update AESICS MCA-IV System Development Project – II – (2011) IV 54
59. 59. Lead Updated And New Project Create AESICS MCA-IV System Development Project – II – (2011) IV 55
60. 60. Project Created Message and Payment Create Form Installment Detail AESICS MCA-IV System Development Project – II – (2011) IV 56
61. 61. Project Detail Project Detail View AESICS MCA-IV System Development Project – II – (2011) IV 57
62. 62. Project Update Payment Detail AESICS MCA-IV System Development Project – II – (2011) IV 58
63. 63. Payment Detail View Payment Installment Update AESICS MCA-IV System Development Project – II – (2011) IV 59
64. 64. Payment Update After Updation Process AESICS MCA-IV System Development Project – II – (2011) IV 60
65. 65. Meeting Detail Arrange Meeting AESICS MCA-IV System Development Project – II – (2011) IV 61
66. 66. Create New Meeting Creating Meeting AESICS MCA-IV System Development Project – II – (2011) IV 62
67. 67. Set Target List Target AESICS MCA-IV System Development Project – II – (2011) IV 63
68. 68. Reports Manual AESICS MCA-IV System Development Project – II – (2011) IV 64
69. 69. Excel Generate Project Between Two Year AESICS MCA-IV System Development Project – II – (2011) IV 65
70. 70. Project Report Between Two Dates Excel File AESICS MCA-IV System Development Project – II – (2011) 66
71. 71. Report Of Particular Client Excel Page AESICS MCA-IV System Development Project – II – (2011) 67
72. 72. Active Users Report Current Client Contact Detail AESICS MCA-IV System Development Project – II – (2011) 68
73. 73. 9.2 Business Developer Side Snap Shot B.developer Menu-1 Menu-2 AESICS MCA-IV System Development Project – II – (2011) 69
74. 74. DashBoard B.Developer Profile When He Logged In AESICS MCA-IV System Development Project – II – (2011) IV 70
75. 75. Profile Update AESICS MCA-IV System Development Project – II – (2011) 71
76. 76. Contact Detail Client Detail AESICS MCA-IV System Development Project – II – (2011) IV 72
77. 77. Update Client/User Detail Client Profile Detail AESICS MCA-IV System Development Project – II – (2011) IV 73
78. 78. Update Client Profile Detail AESICS MCA-IV System Development Project – II – (2011) 74
79. 79. Profile Detailed View B.Developer’s Lead Detail AESICS MCA-IV System Development Project – II – (2011) IV 75
80. 80. Lead Detailed View Project Detail AESICS MCA-IV System Development Project – II – (2011) IV 76
81. 81. Update Project Detail Project Detail View AESICS MCA-IV System Development Project – II – (2011) IV 77
82. 82. Project Detail Payment Detail AESICS MCA-IV System Development Project – II – (2011) IV 78
83. 83. Payment Detailed View Payment Update AESICS MCA-IV System Development Project – II – (2011) IV 79
84. 84. AESICS MCA-IV System Development Project – II – (2011) 80
85. 85. Payment Update Lead View After Update Status To Converted. AESICS MCA-IV System Development Project – II – (2011) IV 81
86. 86. Meeting Detail Meeting Update AESICS MCA-IV System Development Project – II – (2011) IV 82
87. 87. Meeting Detail Creating New Meeting AESICS MCA-IV System Development Project – II – (2011) IV 83
88. 88. Meeting Form With Validation Reports AESICS MCA-IV System Development Project – II – (2011) 84
89. 89. 9.3 Client Side Snap Shot DashBoard Client Profile AESICS MCA-IV System Development Project – II – (2011) IV 85
90. 90. Cleint Profile Detail AESICS MCA-IV System Development Project – II – (2011) IV 86
91. 91. Client Profile Update AESICS MCA-IV System Development Project – II – (2011) 87
92. 92. Project Detail Payment Detail AESICS MCA-IV System Development Project – II – (2011) IV 88
93. 93. Meeting Detail Creating Meeting If meeting Already Arrange then it shows detail AESICS MCA-IV System Development Project – II – (2011) IV 89
94. 94. Update Meeting After Update Meeting AESICS MCA-IV System Development Project – II – (2011) IV 90
95. 95. Mail Us AESICS MCA-IV System Development Project – II – (2011) IV 91
96. 96. OPERTING ENVIRONMENT Hardware Requirement Client Configuration • Operating System: Any Operating System with a Web Browser • RAM: 512
MB • Support: JavaScript Server Configuration • Operating System: Windows ,Linux • Web Server: Apache 2.2.17 • PHP 5.1 • Database: MySQL 5.1.52
Software Requirement System Software • Windows Operating System • Microsoft Office 2007 • PHP 5.1 • MySQL AESICS MCA-IV System
Development Project – II – (2011) 92
97. 97. BIBLIOGRAPHY The websites describes here is being very useful during Project Training Period. www.google.com www.w3schools.com
www.cakephp.org www.book.cakephp.org www.phpbuilder.com www.jquery.com www.w3schools.com/ajax/default.asp
www.stackoverflow.com www.mysqltutorial.com AESICS MCA-IV System Development Project – II – (2011) 93
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Customer Relationship Management Module Project Report

sachinkumar Bharadva, Software Developer(JAVA, PHP) at Gujarat University, Gujarat, India

Published on Oct 31, 2013

Academic Project Report Work on CRM Modules

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Customer Relationship Management Module Project Report

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