v1.4

Corrected bugs from PE-D

v1.3.2

Merge pull request #123 from solomonng2001/add-ug-diagrams-reminders-…

…client-view-client-list-policies

Add diagrams in user guide for reminders, policies, client view and c…

v1.3.1

Here are some updates and changes in this new v1.3 release.

New Features:

1. Set - Allows users to set their own Last Met Overdue time period
2. Sort - Allows users to sort their clients in ascending or descending order for any category
3. Remark - Allows users to add notes to their clients

Updates:

1. All error messages have been standardized
2. GUI has now been upgraded to be clearer
3. Glossary section has now been added

v1.3.trial

What's New?

A new window called Last Met and Schedule has been developed! This part serves to remind users on their outcoming appointments and tasks.

v1.2

What's New?

We have adapted AB3 and made several upgrades to our new product ClientCare to help our users, insurance agents, maintain contact with their clients better.

Upgraded Graphical User Interface (GUI)

• The GUI has been expanded to include more panels for quick reference. These include the Client Details and Policy Table for the new policies feature above.

Features

Add and Edit Commands

• Add and edit command now includes the birthday of their clients.
• Add and edit command now allows users can tag each client with a priority of VIP, HIGH, MEDIUM or LOW.

Birthday and Priority Tag can be seen here

Last Met and Schedule

• Users can now set the last met date with their clients to keep track of the number of days since their last interaction.
• Users can schedule an appointment in the app to keep track of future appointments.
• Users can also mark an appointment as completed.

Screenshots of Last Met Usage

Typing the command into the Command Line Interface

A successful update on Last Met

Example of a failed Last Met Command (Meeting someone in the future)

Example of an invalid Last Met Command format

Screenshots of Schedule Usage

Typing the command into the Command Line Interface

A successful update on Schedule

Example of a failed Schedule Command (Scheduling an appointment in the past)

Example of an invalid Schedule Command format

Screenshots of Marking Schedule Usage

Typing the command into the Command Line Interface

A successful update on Marking Schedule

Example of a failed Mark Schedule Command (Marking a completed appointment)

Example of an invalid Mark Schedule Command format

Policies

• Users can attach policies to clients for quick reference. Each policy has an ID and name field.
• Users are able to add and delete policies from their respective clients.

Screenshots of Adding Policy Usage

Typing the command into the Command Line Interface

A successful update on Adding Policy

Example of a failed Adding Policy (Duplicate Policy ID)

Example of an invalid Adding Policy format

Screenshots of Deleting Policy Usage

Typing the command into the Command Line Interface

A successful update on Deleting Policy

Example of a failed Deleting Policy (Policy does not exist)

Example of an invalid Deleting Policy format