LIVE
Client directory
Total clients
0
GBT accounts
0
Non-GBT
0
Awaiting migration
0
All clients
0| Client | Cat | Type | City | Assigned TC | Status | Sections |
|---|
Search
Keyword matching only. It returns records containing the words you typed, and does not read the policies or answer questions about them.
Results
0Visa CRM
Active applications
0
Due today
0
Overdue
0
Delivered
0
Agent workload
Visa deskApplication detail
Progress
Support tickets
Open
0
In progress
0
High priority
0
Resolved
0
Document mapping
Select something in the document on the left, then click the field it belongs to on the right. The parser does whatever it can match by rule first.
Source
Template
1 · select in the source
Nothing selected yet. Drag across text on the left, or switch to Area to draw a box.
Run the parser first, then assign whatever it leaves blank.
Written
File import
Nothing is guessed at here. Columns are matched against the template configured for that company, and a row outside that layout is rejected rather than interpreted. A file in an unsupported shape goes to Document mapping instead.
Import a file
Step 1 of 2▽
Drop a supported export file here
Pick the company yourself. The parser does not work it out from the file.
Scope & build notes
Not included in this build
Package A onlyNavigation model
Step 1
Client directory
All accounts, filterable by name or consultant, showing category, type, TC and status.
Step 2
Client page
Section tiles render only where content exists. Pricing appears locked for the TC role.
Step 3
Section view
Reference entries, or an editable grid where the section is a working sheet.
Step 4
Edit and save
Inline cell editing writes to the source sheet with the user and timestamp recorded.