/move-up-crm-tool

Fall/Winter 2019: a project to help Move Up manage their client information with one unified system.

Primary LanguagePython

Move Up - CRM Tool

This project will help Move Up manage their clients more easily, and allow them to keep client information in one central location. The CRM tool will allow Move Up mentors to create a profile, keep track of their client notes, and send emails to clients.

Development Team

Project Manager: Idil Ates

Developers: Aidan Sullivan, Alex Asfar, Antonia Nistor, Celine Huang, Curtis Lin, Gwynette Labitoria, Hope Kelly, Michael Buchar, Michel Majdalani, Ted Spare

Setup and Installation

To get the backend set up, follow the instructions in the README in the backend folder.

Running the backend requires having some environment variables defined. To do this, create a file called .env at the root of the backend folder, and define variables in the following format:

EXAMPLE_VAR=example_value
SECRET_VAR=supersecretpassword

You will need to define values for FLASK_CONFIG (can be either development, testing or production), API_KEY (API key for Airtable base) and AIRTABLE_ID (ID for Airtable base). Once this file is created with proper values, the app will automatically load them into the environment when run.