nate picone

Python Terminal CRM

Python Terminal CRM

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

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