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clatwell/envoy-enhancements.md

Last active May 28, 2019 18:47
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2019 Envoy Enhancements - Dashboards & Notifications
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envoy-enhancements.md

https://nest.staging.vigetx.com/

Agent Dashboard - 90% Complete

  • Add Transaction Pipleline data (Prayash, this week)
  • Add Projected Commission, Purchase Price (David, in-progress)
  • Agent Teams can manage goals (David, this week)
  • Functional and Visual QA

Office Manager Dashboard - 80% Complete

  • Performance: Add commission-based metrics (waiting for feedback)
  • Performance: Incorporate goals
  • Add search and sort
  • Add pagination
  • Functional and Visual QA

Super Admin Dashboard - 50% Complete

  • Mirror OM dashboard functionality
  • Functional and Visual QA

Notifications - 50% Complete

  • Build out UI dropdown and "dismiss" features (Chris, in-progress)
  • Incorporate email triggers (Chris, this week)
  • Incorporate email preference management (Chris, ths week)
  • Functional and Visual QA
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