When Exporting and Printing...need the option to Print or Export All, or just the pageyou are viewing.

All pages that include search must have a Date Search if there is a Date within the information.

See final slides for design/program or text changes

Notes to keep in mind when creating system

This is the landing page you will see when you sign in. If there are any cases you are workingthat you label as important, they will show here. Any messages or reminders that are due thatday, will show in the reminders box. There are also buttons in the shortcuts area you can clickthat will take you to different areas in the site.

When you click on Case, you will see a list of Call Logs that you created when contactingthe Client. You can also save specific docs within this button also.

If you go to a new tab, you will see different call log information and documents saved specificto the person you are interacting with. I did not change the information here for speed purposes.

If you click on a Call Log, the notes you took during the call will show in the box to the left. Youwill also see if a person has saved a document to the call log. You can either view it in the Docssection or the view the specific call log the document belongs to.

Clicking this button will start the call log. You will be able to take notes when on the phone.If in the Lender Section, it will save the call log in the lender section. If in the Agent Section,will save the log in Agent.

Here you will see the call log. Name, Address,City, State and Zip should auto fill depending on whether you are talking to Cient, Agent or Lender. You can also edit this information if necessary.You will have the ability to upload mulitiple documents and types notes during the call. If you click“Label As Important”, this log will save in your call log section in red so it is easily noticed.

This Notes section will only display notes you have left for this client. Any of this information yousee is only for this client.

When you click on a note, it will show the subject in the small box underneath. This is for a quick view. If you double click on the note, it will open up the note in a pop-up window so youcan review.

Click the “New” button to create a new note in the system.

Here you will be able to set a “Reminder Date” create a subject and type your notes in the notesbox. You can select whether it is a Task or Reminder. If Task, will show in red in the “Notes” box,if “Reminder” will show in green.

If you click on this folder, you will be able to upload more documents to this profile. Admin will havethe capability to view all documents in the system, but for organization, you have the ability to upload documents to individual profiles.

Here you will be able to give the document a Title, Upload the Document from your computerand save the document. Clicking X will close this document upload box.

When you click on notes, it will take you to the Notes screen that will show you all the notes youhave created in the system. Specific Admin will have the option to view their or view all notesin system.

First you see “Complete By” date, then the creation Date (Date it was created), you will seethe Note Type (Task, Reminder, Regular Note), you will also see the Subject and Message.You will be able to do a Keyword search and Date search so you can view Notes within the datesselected. You also have the ability to “Print” All Notes or just the Notes on This page. If given permission, you will be able to “View All Notes”...which will allow you to see all notes in system.

Needs to be dropdown with

options:Print All

Print Page

When you click on contacts, you will be taken to a page that will allow you to view all contactsin system. Default will be to view your own contacts, but if given proper privileges you will be able to view All contacts in system. You can also create new Lenders and Agents. You willnot be allowed to add clients because a case will need to be created for the client.

Here you will be able to view all the contacts that have been added to the system. You will alsobe able to add a new contact. Here you will add Lenders, and Agents Each column will be able to sort of course, export and print. Sorting is good, because if you have 100 agents in the same company you will be able to sort by companies or even search by that company and view all 100.

ID

1234687

5467869

2315648

When you click “Create New”, a pop up will show that will allow you to enter a new contact into thesystem.

ID

1234687

5467869

2315648

You will enter the info necessary for completing entry, you also have the option to choose a vendortype, which will be Agent or Lender. You will be able to enter an ID, which will be the Agent IDor Lender Id. Click Submit and they will be added to the system.

If you click on calendar, it will open a calendar that lists all of your events, tasks or reminders.Admin will be able to add new calendar events.

Red flag will display if there are new events the day you are using the system.

The calendar view will be similar to this. You will see your reminders, tasks or any events addedto the system here. Tasks will be in Red, Reminders will be in Blue. If you click on the Taskor Event, it will display the information in a pop-up, if you left a description or a message, that is how you would be able to view it. If you click on the day, you should be able to view the events for that day. This could look or feel different depending on what our programmers want to use.

Here you will get messages from other users of this site. If you have a new message in yourinbox, an icon with a red flag will appear to inform you to check your messages.

When you enter your inbox, all new messages will show in red. They will change to black whenyou click to view the message. You will have the option to delete a message by sending it to thetrash and there is a button to empty the trash when it gets full. There is also a button to composea new message that will allow you to send a message to all users of this site as well as clients.

When you click on a message, it will show in the empty box below. You will have the option toReply, or Send to Trash. Each message you are viewing will have a gray background as to inform you of the message you are viewing. When you click on a new message it will changefrom red to black

When you click on compose, it will open a new window that will allow you to select a user in thesystem and send a message to them.

The “To” field will allow you the option to type in an email address...you will also have the optionto select a User or a Client in the system to message. You will only see your clients, not anotherusers'. If Admin, you will have the ability to message any client in the system you would like, justin case you need to have this ability.

When you click submit, it will show a success or error message.

When you click on Leads, it will show you all the leads from the form you have on your site.The form is attached with ppt. This form will be added to the client site so it can be completedby site visitors and Lead information will be kept here for contact purposes.

All leads you receive in the system will show here. If you click on the name, it will open up theform the filled out online with the information attached. If when contacted, the client is a good,solid lead, you will be able to add a new system account for the client. On the client lead sheet,it will need a button you can click that will create a new client profile when clicked. Also,New Leads will show on top with a status message “Action Taken” yes or no.

There will also be another column with choices for “Status” (no contact, don't contact, with another company, don't need help)...need to ask about these choices.

Options will give you the ability to edit your data saved from when your profile was created.

This is the information for your user account. Here you will be able to view your username,Full Name and Email Address saved in the system but shouldn't be able to edit unless you are super admin. You can change your password and add an alternate email if needed.You have the option of sending messages to this alternate email as well. Also, if you send messagesfrom the system, like documents and email, you should have the option to send a copy of thoseto your alternate email also.

When you click Time, it will take you to the calendar. Both Time and Events will be tracked on the calendar. If you are viewing Time on the calendar, it will not show you any Events, it will only showyou the Client or Projects you have worked on each day and allow you the ability to edit the time foreach project.

Hours will show on each day of each client you work with. On the left, it will show a breakdownof the hours you work each week. At the bottom of the report will be the total hours for each monthEach month you visit will have this total to the left. So, if you visit July, you will see all the data fromJuly on the left. Also, on the right will be a breakdown of all data from the past months for easyanalytics. Clicking on the month will of course open that months calendar for you to view.

Total Time Worked: 44hrs 10min

Adding data each day will be as simple as clicking the button “Add Today's Time Data”. Youwill be prompted to type in to select a project and the times you worked on it. The system will autoadd the data and display the projects on the calendar.

Total Time Worked: 44hrs 10min

Here, the user will be able to keep track of the total amount of hours they worked excluding lunch.Start work is the time you start your day, start lunch is when you go to lunch, end lunch is whenyou come back and start working again, end work is when you go home. It will calculate the totalfrom start to lunch, and it will calculate end of lunch to end of work and add them together to giveyou the Total Time Worked.

Total Time Worked: 44hrs 10min

At the end of the day, or during the day, whichever you prefer, you are able to select the client andthe amount of Hours and Minutes you worked. If you need to add more, click the + button andtype the amount of clients you want to add. If you need 5 more, it will add 5 more. The total ofhours and minutes you worked on each client must = the Total Time Worked for the day (exception of 10 minutes).

Total Time Worked: 44hrs 10min

You will have the ability to input this information at any time in the day, but you will only be able to end work at the end of the day. End work must be a button the user clicks to show they are ending their shift. Because it will take some time for this person to type in the time they worked foreach client, the system should allow for a 10 minute difference between Total Time and the Total Worked on clients for the day, because it might take 10 minutes to fill this out at the end of the day.Since the user will have 10 minutes to complete this form, when they click submit, it will updatetheir End Work time with the current time in system. This way it will be accurate!

Total Time Worked: 44hrs 10min

Clicking on Archive will show all of the reports that have been Locked. The view will be similarto the “Cases View” on Slide 49, since it will be showing cases, just not active cases.

When User Assigned to this client is finished with the case, or if the case is closed, there is theoption to “Lock” or “Archive” this so it is not able to be edited and will be saved in your “Archived”section of the site for easy viewing. This case will be Read Only until admin unlocks this case!

Clicking on Documents will open a screen split in half, 1 side will list documents you have uploadedand the other will list documents admin have uploaded for downloading, sending to clients andyou will also be able to upload new documents.

Here you will be able to view the docs you have uploaded (both here and on client profile)and that admin have as well. There is also an upload spot so you can upload more docs. If admin, you have the option to savein admin or your docs. Click on a doc and you are given options

To email or open the document. Opening the document will just download to your computer so you can open.Emailing will allow you to email the document to one of your clients.

If you know the “Send To” email, you can enter it in the text box, if not, you will be able to selectone of your client from the selection box and it will save the address in the “Sent To” field. This should allow you to enter as many addresses as you would like.Your Reply To address saved in system when you were created will automatically fill in this field.You will have the option to change it if you would like to.

You can also enter a subject and message, similar to an email program. You have the abilityto upload multiple documents and the document you chose to send should already be attached to this message. When you send the document, it will send a copy to your email used when setting up your account and when the client wants to reply, their reply will go to your email address.

Lenders tab. Here you will see basic info about all your lenders, this will be like a quick list you can use to contact or for reference. The items in red will allow you to click in order to do a quick search of the item you have clicked. If clicked Cases, it will show you all cases open with the same Lender Id. If you click on any of the other red buttons, it will show you all cases that include what you have clicked on.

There will also be a quick “Keyword Search” that will allow you to input any Keyword you wouldlike, in order to generate a report based on the keyword entered. If you click on Export, you willbe able to export the entire list to .csv for importing. If you click print, you will be able to print theentire form. You can shorten the form by using Keyword to show only what you need or when printing, you can select the amount of pages you want to print.

Also, each column will sort from A-Z when you click on it and from Z-A when you click on it again.

The Agent Area will function much the same as Lenders and Cases as it will sort columns, export,print, contain quick click search functions as well as a Keyword Search.

Cases will also have the ability to sort columns, export, print,contain quick click search functions as well as a Keyword Search. Extra fields: Start, Open, Billable Hours

When you click on Admin, you will first see a list of all users in the site so you can edit or addnew users. These will only be site users, not lenders, agents or clients. You will have the optionto activate or de-activate each member also, in case you do not want to delete them. If you de-activate the user, it will restrict the users ability to log into the site, almost deleting them fromthe site, but you will be able to add them back if needed.

You will also have the ability to log directly into this person's account. This way, you will be ableto check on a client if the worker is sick or any other reason. Only Super admin will have the ability to add/edit users and also to view their accounts. You need to be a super admin to viewthis page!

If you click the user name, you will be able to edit this users data.

Here you can edit any of this information and even change their user role. The choices will be:User (only get to use the system)Admin (will get to see all client and all information in the main part of site but also admin access)Super Admin (will be able to enter any part of the site including add/edit users)

Click on Custom reports and a sub menu of reports you have saved will open.

Admin will see a reports icon also for quick clicking. It will them to Reports in Admin Area...so youhave the ability to click on the icon, or the tab.

Here you will be able to build your custom report. This includes the client information, lenderand agent information. We need to figure out what Financial information will show show here forreports purposes. Click the check boxes you want to see in your report, type a name for the report and click submit and it will save it to the left in the sub menu under Custom Reports. Thisway, you can click on the report you want to see.

So, the submenu items under Custom Reports are the reports you have saved, so...if you clickon any of the reports, it will open the report you clicked on in an excel type data grid system foryou to view, export or print, similar to slide 45.

Custom report will show inside the excel type data grid view. Depending on the amount of info,there will probably show a scroll bar at the right and the bottom of the page for horizontal andvertical page scrolling.

When you click on Time Reports, you will be taken to this view where you will be required to selectthe Report View (Company, User or Client), the Time View (Daily, Weekly, Monthly, Yearly) andselect a date range to search. It is more efficient to specify the query rather than show all available info from the db at one time.

Here I have selected Company (shows all site users, not clients), daily reports (for day to day analysis) andhave selected the date range shown above. Now, I see the employee name and their ID sothere is no confusion. Should show Last Name, First Name, I am showing only first letter of firstname for space reasons. Each row will show me the hours they worked each day.

I have also included Bryant in the search. This will help me to search for a user quickly if thereare many members. If you click on the user name, it will open up the user view, which willshow you all the clients this user has and how many hours each day the user has worked on eachclient. Also, if you select user view when searching it will default to showing this info for the first user.You will need to type in the name of a user for a specific user search.

Here, I am viewing User profile for Richard Bryant. Here it shows he only worked on 1 client,if there are more clients, it will show all clients this user was actively assigned during the date rangeselected. So, the system must look at what client the user had assigned to them and show onlythe clients that were active during the time selected. If user had no active clients, it will not showany data.

I have clicked on Client, it should show me a list of all active clients in the system within the daterange I have selected. I am only showing 1 for speed purposes. I have combined the Client Nameand Client ID into 1 field, as well as the User Assigned and their ID. It is showing me thatBryant, R worked on the Stewart,J case and shows me the hours worked within the date range.

For all of these reports, if I change the date from Daily to anything else, here is what will show(Within the date selected):Weekly= Total hours each week from Sunday – Saturday will show in each columnMonthly= Total Hours for each month will show in each column Yearly= Total Hours each year will show in each column

Change toClient

Change toAccount Info

Change toClients

If you edit any information after it has been saved previously, like Case or Mortgage info...systemmust require the user to complete a note explaining why. The note subject will say “Change madeto account - <account name>”This is so admin can easily see when a change has been made by viewing all notes...when viewingthe note, there must be a link to the account that was changed.

When you close/lock a case, should give warning message “Are you sure you want to lock this case, it will be changed to read only?”When you unlock a case, “Are you sure you want to unlock this case?”

When viewing notes, we need the option to move to complete, if completed...should show withthin line through the Subject.

Move to Complete?

Need a tab on the page that says “Last Client”. When you click on it, it will take you back tothe last client you were viewing...so, if you click on Lenders, or another tab, you can click on “Last Client” and it will take you back to the client you were viewing. Tab should be a differentcolor from the other tabs so it is easily noticed.

Last Client

Admin needs to be able to create selectable titles for documents, this way...all documents are titled the same because they are selected from a listIf title is not available, there should be a button that says “Title not here?”, they can click and titlethe doc, but the name should show in Blue as it does not use a default name.