Build a Contact Management System

Transcript

Hi, and welcome to this video guide on how to build a contact management application using Caspio’s low code, no code platform. My name is Ned. I am a technical evangelist here at Caspio and in the next five videos, you will see how quickly and easily we can develop a simple web application without having to write any code and how to deploy the application to the web. Let’s take a look at our agenda for the course. The entire course is comprised of five different videos in the first video, which is this one, I’ll show you a live example of an application so that you can see exactly what we plan on developing. In part two, we will learn how to set up all of our database tables, create relationships and views to filter data from our tables. In part three, I’ll teach you how to set up all the login interfaces for both the employee and manager level users in part four, which will be the bulk of the content.

You will see how we leverage Caspio’s point and click tools to create all of the forms and reports needed for this application. And finally, in part five, I will show you how to deploy the entire application to a Weebly CMS. For those of you that don’t know weebly is an easy to use website builder that uses a drag and drop framework to create beautiful websites from scratch. And now let’s take a look at the live example of this application that we plan on developing in this course, this application contains two different levels of users. We have the managers they can log in, and we also have the employees when logged in as the manager, we’ll have a simple search interface where we can search based on some dropdowns to select the employee name. I also have an auto complete feature enabled here. So if I type in the letter inside the field, it’s going to bring up all the options from the table that I can select from to quickly be able to filter our results as a manager, we can also maybe do a bulk select so we can select all the contacts from within the database.

Maybe do a bulk edit and quickly be able to reassign all of these contacts to perhaps a different employee. As a manager. We can also go into details of a specific contact.

And from here, I can look at the contact details and I can also add logs and see log history of all the communication that’s going on with this specific contact. As a manager level user, I can also create a new contact. I can manage existing application users from this report. I can see all of the ones that are active. I can go to the details page of any one of my employees and quickly deactivate their account. And if I do that, they’re no longer able to log into the application. And finally, as a manager, I can also add a new user. Say for example, we hired somebody new to the team. I can create their profile by inputting their name, email. I can create a different role. If I want them to be a manager or an employee, I can create their password. They can also reset their own password or update their own password at any time.

And from here, I can also make the employees active or inactive, meaning if I don’t want them to be able to log in immediately, I can leave this check box unchecked. Let’s say there is some pending paperwork, but if I do want them to log in right away, I can check that box, click submit. And now this new employee will be able to log in and manage their own contacts. On the flip side, when logging is the employee, we have the ability to view just our own contacts based on our own unique ID. We also have some ability to search and filter data, and I can also go to details. See the same thing as a manager can, I can look at the contact details and I can also add logs. If I’m tracking any of the communication with that specific contact, I can also create a new lead or a contact. I can update my profile. And in the end I can log out of the application. Thanks for watching part one of this video guide. I hope you’ll join me in the next video. I will show you how to set up the foundation of your app, where we learn how to build all the tables, views, and relationships. I’ll see you there.