Connect.D Guide
# ๐ฏ Connect.D - Customer Management App
## Complete User Guide & Feature Documentation
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*A modern, collaborative customer relationship management solution*
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## ๐ Table of Contents
- [๐ Getting Started](#-getting-started)
- [๐ฅ Group Management](#-group-management)
- [๐ Real-time Notifications](#-real-time-notifications)
- [๐ค Customer Management](#-customer-management)
- [๐ Visit Check-in System](#-visit-check-in-system)
- [๐จ๐ฉ๐ง๐ฆ Family Member Management](#-family-member-management)
- [๐ Analytics & Reports](#-analytics--reports)
- [⚙️ Settings & Configuration](#️-settings--configuration)
- [๐ Troubleshooting](#-troubleshooting)
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## ๐ Getting Started
### Initial Setup
1. **Account Creation**
- Download the Connect.D app from your app store
- Create an account with your email and password
- Verify your email address
2. **First Login**
- The app features auto-login for convenience
- Your credentials are securely stored locally
3. **Navigation Overview**
- **Main Dashboard**: Customer list with search and filtering
- **Top Right**: Notification icon with unread badge
- **Settings**: Access via gear icon
- **Red Action Button**: Quick customer registration
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## ๐ฅ Group Management
### ๐ Creating a Group
1. Navigate to **Settings** > **Group Management**
2. Tap **"Create New Group"**
3. Enter group details:
- **Group Name**: Your team/business name
- **Description**: Optional group description
4. Tap **"Create Group"**
### ๐ Inviting Members
1. **Generate Invite Code**:
- Go to **Admin Management** (group leaders only)
- Tap **"Generate Invite Code"**
- Share the 8-character code with team members
2. **Join a Group**:
- Tap **"Join Group"** on the main screen
- Enter the invite code provided by your group leader
- Tap **"Join"**
### ๐ Group Roles
- **Group Leader**: Full administrative access
- Manage group settings
- Generate invite codes
- View all group analytics
- Remove members
- **Group Member**: Standard access
- Add/edit customers
- Check-in visits
- Receive notifications
- View group data
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## ๐ Real-time Notifications
### ๐ฑ Notification Types
The app sends instant notifications for all group activities:
| Icon | Type | Description |
|------|------|-------------|
| ๐ค➕ | Customer Created | New customer added to database |
| ๐ค✏️ | Customer Updated | Customer information modified |
| ๐ค❌ | Customer Deleted | Customer removed from system |
| ๐✅ | Visit Check-in | New visit recorded |
| ๐✏️ | Visit Updated | Visit details modified |
| ๐❌ | Visit Deleted | Visit record removed |
| ๐จ๐ฉ๐ง๐ฆ | Family Activity | Family member actions |
| ๐️ | Product Request | New product waitlist entry |
### ๐ Managing Notifications
1. **View Notifications**:
- Tap the bell icon (top right)
- Red badge shows unread count
- Notifications are sorted by newest first
2. **Mark as Read**:
- Tap any notification to mark as read
- Use **"Mark All Read"** for bulk action
3. **Real-time Updates**:
- Notifications arrive instantly via Supabase Realtime
- No need to refresh the app
- Works even when app is in background
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## ๐ค Customer Management
### ➕ Adding New Customers
1. Tap the **red "New Customer"** button
2. Fill in customer details:
- **Name**: Customer's full name
- **Phone**: Contact number
- **Preferred Style**: Fashion preferences
- **Characteristics**: Personality traits
- **Tags**: VIP, Quality-focused, etc.
- **Special Notes**: Any additional information
- **Size Information**: Clothing measurements
3. Tap **"Save"** to create customer
4. **Automatic Notification**: All group members receive instant alert
### ✏️ Editing Customer Information
1. Find customer in the list or use search
2. Tap the customer card to open details
3. Tap **"Edit"** button
4. Modify any field as needed
5. Save changes
6. **Group Notification**: Update alert sent to all members
### ๐ Search & Filter
- **Search Bar**: Search by name, phone, or characteristics
- **Filter Options**:
- Sort by visit frequency
- Filter by tags (VIP, etc.)
- Recent activity filter
- Customer type classification
### ๐ท️ Tagging System
Use tags to categorize customers:
- **VIP**: High-value customers
- **Quality-focused**: Prefers premium products
- **Budget-conscious**: Price-sensitive customers
- **Regular**: Frequent visitors
- **Seasonal**: Occasional shoppers
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## ๐ Visit Check-in System
### ✅ Recording Customer Visits
1. **Access Check-in**:
- Tap customer card
- Select **"Check-in Visit"**
2. **Service Type Selection**:
- **General Consultation**: Basic customer service
- **Product Purchase**: Sales transaction
- **Service Inquiry**: Questions or support
- **Claim Processing**: Issue resolution
- **Other**: Custom service type
3. **Visit Details**:
- **Date**: Auto-filled with current date
- **Service Content**: Detailed notes
- **Products**: Items purchased/discussed
- **Amount**: Transaction value (optional)
4. **Complete Check-in**:
- Review information
- Tap **"Check-in"**
- **Instant Notification**: Alert sent to entire group
### ๐ Visit History
- View complete visit timeline for each customer
- Track visit frequency and patterns
- Monitor service types and customer preferences
- Export visit data for analysis
### ๐ฏ Visit Analytics
The system automatically tracks:
- **Visit Frequency**: How often customers visit
- **Service Preferences**: Most requested services
- **Seasonal Patterns**: Time-based trends
- **Revenue Tracking**: Purchase amounts
- **Customer Satisfaction**: Service quality metrics
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## ๐จ๐ฉ๐ง๐ฆ Family Member Management
### ๐ช Adding Family Members
1. Open customer details
2. Navigate to **"Family"** tab
3. Tap **"Add Family Member"**
4. Enter member details:
- **Name**: Family member's name
- **Relationship**: Spouse, Child, Parent, etc.
- **Age**: For size/preference estimation
- **Preferences**: Style and color preferences
- **Size Information**: Measurements
### ๐️ Family Purchase History
- Track purchases by family member
- Monitor individual preferences
- Seasonal buying patterns
- Budget allocation analysis
### ๐ Family Analytics
- **Total Family Spending**: Combined purchase value
- **Member Preferences**: Individual style analysis
- **Visit Frequency**: Family visit patterns
- **Seasonal Trends**: Time-based buying habits
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## ๐ Analytics & Reports
### ๐ Customer Insights
- **Visit Trends**: Daily, weekly, monthly patterns
- **Revenue Analysis**: Sales performance tracking
- **Customer Segmentation**: Behavioral categorization
- **Service Performance**: Most popular services
### ๐ฅ Group Performance
- **Team Activity**: Member contribution tracking
- **Customer Growth**: New acquisition rates
- **Service Quality**: Customer satisfaction metrics
- **Collaboration Stats**: Group interaction analysis
### ๐ Export Features
- **PDF Reports**: Professional customer summaries
- **CSV Data**: Spreadsheet-compatible exports
- **Visit Logs**: Detailed activity reports
- **Analytics Dashboard**: Visual performance metrics
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## ⚙️ Settings & Configuration
### ๐ค Profile Settings
- **Personal Information**: Name, email, phone
- **Notification Preferences**: Alert customization
- **Language Settings**: Interface localization
- **Privacy Controls**: Data sharing preferences
### ๐ฅ Group Settings (Admin Only)
- **Group Information**: Name, description editing
- **Member Management**: Add/remove team members
- **Permission Controls**: Role-based access
- **Invite Code Management**: Generate new codes
### ๐ Notification Settings
- **Push Notifications**: Enable/disable alerts
- **Sound Settings**: Custom notification tones
- **Do Not Disturb**: Quiet hours configuration
- **Alert Types**: Selective notification filtering
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## ๐ Troubleshooting
### ๐ Connection Issues
**Symptoms**: App not syncing, notifications delayed
**Solutions**:
- Check internet connection
- Restart the app
- Verify Supabase connection status
- Contact support if issues persist
### ๐ Notification Problems
**Symptoms**: Not receiving group notifications
**Solutions**:
- Verify group membership
- Check notification permissions
- Ensure app is updated
- Restart notification service
### ๐ฅ Group Access Issues
**Symptoms**: Cannot see other members' data
**Solutions**:
- Confirm group membership status
- Check invite code validity
- Verify user permissions
- Contact group administrator
### ๐พ Data Sync Problems
**Symptoms**: Changes not appearing for other users
**Solutions**:
- Force app refresh
- Check network connectivity
- Verify database permissions
- Clear app cache
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## ๐ Support & Contact
### ๐ Getting Help
- **In-App Support**: Settings > Help & Support
- **Email Support**: support@connectd.app
- **FAQ Section**: Comprehensive troubleshooting guide
- **Video Tutorials**: Step-by-step feature guides
### ๐ Updates & Maintenance
- **Automatic Updates**: App store notifications
- **Feature Releases**: Monthly enhancement rollouts
- **Bug Fixes**: Weekly maintenance updates
- **Performance Improvements**: Ongoing optimization
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## ๐ Best Practices
### ๐ก Maximizing Team Collaboration
1. **Regular Check-ins**: Encourage frequent visit logging
2. **Detailed Notes**: Provide comprehensive customer information
3. **Tag Consistency**: Use standardized tagging system
4. **Prompt Updates**: Keep customer information current
5. **Notification Awareness**: Monitor alerts regularly
### ๐ Optimizing Customer Relations
1. **Personal Touch**: Record personal preferences and details
2. **Visit History**: Reference previous interactions
3. **Family Tracking**: Manage extended customer relationships
4. **Seasonal Patterns**: Anticipate customer needs
5. **Quality Service**: Use data to improve customer experience
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## ๐ Ready to Transform Your Customer Management?
*Connect.D brings your team together with real-time collaboration,*
*comprehensive customer insights, and seamless visit tracking.*
**Start building stronger customer relationships today!**
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*© 2025 Connect.D - Customer Management Reimagined*
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