🍿Live build of a CRM tool

This is a 2 hour unedited video of me building an internal CRM tool for Ken Savage. Hopefully it will be interesting to Bullet Launch builders as we start from scratch and talk through each aspect.

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: https://youtu.be/W8b21KyF3FI?si=pSzZJEFS1_QfsXT4

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