# Live build of a CRM tool {% embed url="" %} Covered in the video: * Creating the database structure * Customizing the dashboard layout for new data types (client and task management) * Adapting the pre-built user management system for client data * Modifying existing tables and forms to fit specific data requirements * Implementing custom filters for client and task views * Creating a Kanban board view from the existing UI components * Adapting the calendar view for task management * Setting up a public client view using existing components * Customizing privacy settings for different user types * Using dynamic colors in the UI based on task statuses * Implementing a copy-to-clipboard feature for sharing client-specific URLs * Tweaking the responsive design for mobile optimization * Utilizing custom states for enhanced user interactions (e.g., expanding task descriptions) * Demonstrating how to detach and modify reusable elements for specific pages If you can't see the video above go here: --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.bulletlaunch.com/getting-started/live-build-of-a-crm-tool.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.