This demo is a Django app which implements a Customer Relational Manager (CRM) system. Relationship Managers (RMs) log into the system and request documents from their customers.
In the root of the project, install the vendor dependancies:
pip3 install -r requirements.txt
Copy the example settings and generate a secret key:
cp TechAssignment/settings_example.py TechAssignment/settings.py
python keygen.py
In the newly created settings.py file, set the generated SECRET_KEY and mail server settings. The app requires a mail service, the example configuration will work with MailHog, if you choose to use that.
Next make the database migrations, the project uses SQLite:
python manage.py makemigrations
python manage.py migrate
Next create a superuser:
python manage.py createsuperuser
Enter your username and email address and create a password. Finally run the server with:
python manage.py runserver
Ok thats it! You are now the RM, visit localhost:8000 to login. Functions supported are:
- RMs can login and inspect uploaded documents.
- Send document requests to customers.
- Manage customer info and documents.