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https://github.com/revogati/clientrecords_system

This a project to build a system to store records of a Client in the database. It Utilizes Google Apps Script and Google APIs such as Google Calendar API connecting web page input data to Google Sheets and Google Calendar.
https://github.com/revogati/clientrecords_system

automation google-api google-apps-script google-calendar google-integration google-sheets html-css-javascript javascript

Last synced: 16 days ago
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This a project to build a system to store records of a Client in the database. It Utilizes Google Apps Script and Google APIs such as Google Calendar API connecting web page input data to Google Sheets and Google Calendar.

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README 

        
# Building a System to store records of Clients for an Insurance Agency.

# Involves AUTOMATION - as it records data to database, it sends reminders to google calendar based on the expiry dates of client's subscription.



    # Brief description of project



- The System has several segments : both Frontend and Backend

- In the front end, a client's data is input .

- This data is then sent to get stored in database. - Database is Google Sheets as it does not involve numerous entries nor intensive data manipulation.



- The system also automatically sends a reminder to administrator's calender on expiring subscriptions based on the column on expirydate.

- Use of HTML ,CSS and Javascript for Frontend and Javascript for backend.

- Use of APIs to connect frontend page and button to Google Calendar.

- System workability tested and is being actively used today.



## Table of Contents



 *  frontend.html ; This file has :

        - HTML code used to build user-interface for data input.

        - CSS code for designing the web page

        - Javascript code responsible for responsiveness on the frontend side.



 *  backend.js ; This file has :

 		- Javascript code that sends the input data to the google sheets for storage

 		- Javascript code to send reminder to Google calendar based on the column 'expiryDate' directly from data input at user-interface , i.e AUTOMATION

- [Usage](#usage)

- [Contributing](#contributing)

- [License](#license)



## Setup



 * The system is implemented over a Web Browser.

 * Open link with Phoenix Browser. Thereafter, you can set a shortcut to Mobile homepage or desktop for PC users. This ensures ease of access to web page by system users.



## Usage



 * The data of clients is input via the user-interface accessible via weblink.

 * The submit button, when clicked, does two things :

         - Sends client record to linked Googlesheets document.

         - Sends reminder to Google calendar based of the data in the  "expiryDate" column, whereby, it sends the reminder to a date that is a day before the actual expiry date. This gives a 24hr window before expiry of Client's insurance plan to get reminded by operating staff to renew their Insurance.



## Contributing



* Any changes have to be approved.

* One can branch the project and perform necessary manipulations, then submit commit and push requests.

* You are welcome to contribute on the objective set in the next topic below - "Intended Next Phase".



## Intended Next Phase

 * They system creates a file with records. Next phase would be to intergrate the googlesheets with Tableau that creates specified visualizations using live incoming data.



 * 

## License



This project is licensed under the [License Name](LICENSE). N/B : This Licence part is currently a placeholder. Though, it makes the README look beautiful.