Python Terminal CRM
- Project ID: 7
- Project slug: python-crm
- Status:delivered
- GitHub Repo:GitHub Repository
- Production URL:Not available
My first project - a terminal-based CRM utilising a local CSV to store data.
The application is the beginnings of a Contact Relationship Manager (CRM), and holds basic information about the contacts held within, including:
* First and last name
* Phone number
* Company
* Email address
* Contact’s birthday
* Date the person was last contacted (manually updatable by the user)
* Date the user wishes to contact the person next (manually updatable)
The application has several features:
* Main menu
* Automatic creation of the storage csv, if it does not exist
* View Records flow
* Ability to sort and display records, by attribute
* Ability to search records for partial strings and numbers
* Ability to filter out duplicate returns, when searching
* Add Records flow
* Ability to exit the adding of a record
* An in-built check if the entered name already exists, giving the user the choice of adding the record or skipping
* Saving the added record to the storage csv file
* Edit Record flow
* Ability to search for and select the record to be edited
* Ability to update or skip updating individual fields within the record
* Contextual help from text files on several menus