🍿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.
Last updated
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.
Last updated
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