[FEATURE] Create Contact List And Detail Views For Web
Introduction
As a sales representative, managing customer relationships effectively is crucial for success. To achieve this, having a clear and organized view of contacts is essential. In this feature, we will create web frontend views for displaying contact lists and contact details, enabling sales representatives to efficiently manage their customer relationships.
Product Overview
The CustomerConnect product aims to provide a comprehensive platform for sales representatives to manage their customer relationships. This feature is a key component of the product, enabling users to view and interact with their contacts in a user-friendly and efficient manner.
User Story
As a sales representative, I want to view my contacts in a list and see detailed information about individual contacts so that I can manage customer relationships effectively.
Acceptance Criteria
To ensure that this feature meets the requirements, the following acceptance criteria must be met:
- Contact List View: The contact list view is implemented, allowing users to view a list of their contacts.
- Contact Detail View: The contact detail view is implemented, enabling users to view detailed information about individual contacts.
- Contact Filtering and Sorting: Contact filtering and sorting is supported in the UI, allowing users to quickly find and organize their contacts.
- Contact Search Functionality: Contact search functionality is implemented, enabling users to search for specific contacts.
- Contact Creation Form: The contact creation form is implemented, allowing users to create new contacts.
- Contact Editing Form: The contact editing form is implemented, enabling users to edit existing contacts.
- Contact History: Contact history is displayed, providing users with a record of interactions with each contact.
- Related Leads, Opportunities, and Cases: Related leads, opportunities, and cases are displayed, enabling users to view relevant information about each contact.
- Contact Actions: Contact actions (email, call, etc.) are supported, allowing users to interact with their contacts.
- Contact List Pagination: Contact list pagination is implemented, enabling users to navigate large contact lists.
- Contact List Performance: Contact list performance is optimized for large numbers of contacts, ensuring a smooth user experience.
- UI Consistency: The UI is consistent with the design system, ensuring a cohesive and professional look and feel.
- Responsive Design: Responsive design is implemented, enabling users to access the contact list and detail views on various devices.
- Accessibility: Accessibility is considered, ensuring that the feature is usable by all users, including those with disabilities.
Proposed Solution
To implement the contact list and detail views, we will use Svelte and the shared UI component library. We will connect to the contact management APIs for data, ensuring that the feature is integrated with the existing product infrastructure.
Implementation Details
Contact List View
The contact list view will be implemented using Svelte and the shared UI component library. The view will display a list of contacts, with each contact represented by a card or tile. The card will include essential contact information, such as name, email, and phone number. Users will be able to filter and sort the contact list using the UI components provided by the shared library.
Contact Detail View
The contact detail view will be implemented using Svelte and the shared UI component library. The view will display detailed information about an individual contact, including their contact history, related leads, opportunities, and cases. Users will be able to interact with their contacts using the contact actions (email, call, etc.) provided by the shared library.
Contact Filtering and Sorting
Contact filtering and sorting will be implemented using the UI components provided by the shared library. Users will be able to filter the contact list by name, email, phone number, and other relevant criteria. The contact list will also be sortable, enabling users to quickly find and organize their contacts.
Contact Search Functionality
Contact search functionality will be implemented using the shared UI component library. Users will be able to search for specific contacts using the search bar provided by the library.
Contact Creation Form
The contact creation form will be implemented using Svelte and the shared UI component library. The form will allow users to create new contacts, including essential contact information such as name, email, and phone number.
Contact Editing Form
The contact editing form will be implemented using Svelte and the shared UI component library. The form will enable users to edit existing contacts, including essential contact information such as name, email, and phone number.
Contact History
Contact history will be displayed using the shared UI component library. The history will include a record of interactions with each contact, enabling users to track their interactions.
Related Leads, Opportunities, and Cases
Related leads, opportunities, and cases will be displayed using the shared UI component library. The related information will enable users to view relevant information about each contact.
Contact Actions
Contact actions (email, call, etc.) will be supported using the shared UI component library. Users will be able to interact with their contacts using the contact actions provided by the library.
Contact List Pagination
Contact list pagination will be implemented using the shared UI component library. The pagination will enable users to navigate large contact lists.
Contact List Performance
Contact list performance will be optimized for large numbers of contacts using the shared UI component library. The optimization will ensure a smooth user experience.
UI Consistency
The UI will be consistent with the design system using the shared UI component library. The consistency will ensure a cohesive and professional look and feel.
Responsive Design
Responsive design will be implemented using the shared UI component library. The design will enable users to access the contact list and detail views on various devices.
Accessibility
Accessibility will be considered using the shared UI component library. The consideration will ensure that the feature is usable by all users, including those with disabilities.
Related Issues
The following issues are related to this feature:
- #5 (CustomerConnect Development milestone)
- #16 (Develop shared UI component library for web)
- #43 (Implement contact management APIs)
Frequently Asked Questions
As we implement the contact list and detail views for the CustomerConnect product, we've received several questions from stakeholders and users. Below, we've compiled a list of frequently asked questions and answers to provide clarity on the feature.
Q: What is the purpose of the contact list and detail views?
A: The contact list and detail views are designed to provide sales representatives with a comprehensive platform for managing their customer relationships. The feature will enable users to view and interact with their contacts in a user-friendly and efficient manner.
Q: How will the contact list view be implemented?
A: The contact list view will be implemented using Svelte and the shared UI component library. The view will display a list of contacts, with each contact represented by a card or tile. The card will include essential contact information, such as name, email, and phone number.
Q: What features will be included in the contact detail view?
A: The contact detail view will display detailed information about an individual contact, including their contact history, related leads, opportunities, and cases. Users will be able to interact with their contacts using the contact actions (email, call, etc.) provided by the shared library.
Q: How will contact filtering and sorting be implemented?
A: Contact filtering and sorting will be implemented using the UI components provided by the shared library. Users will be able to filter the contact list by name, email, phone number, and other relevant criteria. The contact list will also be sortable, enabling users to quickly find and organize their contacts.
Q: Will the contact search functionality be included in the feature?
A: Yes, the contact search functionality will be implemented using the shared UI component library. Users will be able to search for specific contacts using the search bar provided by the library.
Q: How will the contact creation and editing forms be implemented?
A: The contact creation and editing forms will be implemented using Svelte and the shared UI component library. The forms will allow users to create new contacts and edit existing contacts, including essential contact information such as name, email, and phone number.
Q: Will the contact history be displayed in the feature?
A: Yes, the contact history will be displayed using the shared UI component library. The history will include a record of interactions with each contact, enabling users to track their interactions.
Q: Will related leads, opportunities, and cases be displayed in the feature?
A: Yes, related leads, opportunities, and cases will be displayed using the shared UI component library. The related information will enable users to view relevant information about each contact.
Q: Will contact actions (email, call, etc.) be supported in the feature?
A: Yes, contact actions (email, call, etc.) will be supported using the shared UI component library. Users will be able to interact with their contacts using the contact actions provided by the library.
Q: How will the contact list pagination be implemented?
A: Contact list pagination will be implemented using the shared UI component library. The pagination will enable users to navigate large contact lists.
Q: Will the contact list performance be optimized for large numbers of contacts?
A: Yes, the contact list performance will be optimized for large numbers of contacts using the shared UI component library. The optimization will ensure a smooth user experience.
Q: Will the UI be consistent with the design system?
A: Yes, the UI will be consistent with the design system using the shared UI component library. The consistency will ensure a cohesive and professional look and feel.
Q: Will the feature be accessible for users with disabilities?
A: Yes, accessibility will be considered using the shared UI component library. The consideration will ensure that the feature is usable by all users, including those with disabilities.
Q: What are the related issues for this feature?
A: The following issues are related to this feature:
- #5 (CustomerConnect Development milestone)
- #16 (Develop shared UI component library for web)
- #43 (Implement contact management APIs)
By addressing these frequently asked questions, we hope to provide clarity on the contact list and detail views feature and its implementation. If you have any further questions or concerns, please don't hesitate to reach out.