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D.A.V.E. is a leads and clients management tool for student financial advisors specifically in NUS, but can be used for all student financial advisors. | ||
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Here’s a quick overview of D.A.V.E.’s features | ||
Here’s a quick overview of D.A.V.E.’s features: | ||
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- Store and edit information of your leads and clients | ||
- Convert successful leads into clients | ||
- Manage clients’ policies | ||
- Delete policies and leads | ||
- Reminders such as upcoming meetings with leads/clients | ||
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D.A.V.E. is here to enhance your advisory journey by simplifying information management, lead conversion, policy tracking and more. | ||
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# Table of Contents | ||
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- [Glossary](#Glossary) | ||
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1. Ensure you have Java `11` or above installed in your computer. | ||
2. Download the latest `DAVE.jar` from here. | ||
3. Copy the file to the folder you want to use as the *home folder* for D.A.V.E. | ||
4. Double-click `DAVE.jar` to start the app. | ||
4. Open a command terminal, `cd` into the folder you put the jar file in, and use the `java -jar DAVE.jar` command to run the application. | ||
A GUI similar to the below should appear in a few seconds. Note how the app contains some sample data. | ||
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<div align="center"> | ||
<img src="./images/QuickStartGUI.png" width="500" /> | ||
<p>After starting up the application</p> | ||
</div> | ||
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# Features | ||
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> [!NOTE] | ||
> Extraneous parameters for commands that do not take in parameters (such as help, exit and clear) will be ignored. | ||
e.g. if the command specifies `exit 2`, it will be interpreted as the `exit` command. | ||
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### Add lead | ||
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- What it does: Add potential leads and their basic information, e.g. name, age, year of study, major, etc. | ||
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In output section of the | ||
`List of all clients` | ||
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<h4>Examples of usage:</h4> | ||
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<div align="center"> | ||
<img src="./images/List.png" width="500" /> | ||
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<p>After using listclient command</p> | ||
</div> | ||
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- Precise expected outputs when the commands succeeds: | ||
``` | ||
Listed all clients | ||
``` | ||
- Precise expected outputs when there are no clients stored: | ||
``` | ||
There are no clients in the address book | ||
``` | ||
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### View all leads | ||
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- What it does: View all leads you have stored, including their basic information and index in the list of leads, e.g. id, name, age, gender, occupation, etc. | ||
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`List of all leads` | ||
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<h4>Example usage:</h4> | ||
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<div align="center"> | ||
<img src="./images/List.png" width = "500"/> | ||
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<p>After using listlead command</p> | ||
</div> | ||
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- Precise expected outputs when commands succeeds: | ||
``` | ||
Listed all leads | ||
``` | ||
- Precise expected outputs when there are no leads stored: | ||
``` | ||
There are no leads in the address book | ||
``` | ||
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### View Specific Person | ||
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- What it does: View a specific person that you have stored, including their basic information and another relevant lead/client | ||
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### Convert lead to client | ||
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- What it does: Converts a lead to client. | ||
- Command format: `convertoclient INDEX` | ||
- Command format: `converttoclient INDEX` | ||
- Example usage: `converttoclient 1` | ||
- Acceptable values for each parameter: | ||
- `INDEX`: Any integer from `1` to the last index of the leads list | ||
- Example usage | ||
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<div align="center"> | ||
<img src="./images/beforeconverttoclient.png" width = "500"/> | ||
<p>Before using converttoclient</p> | ||
</div> | ||
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<div align="center"> | ||
<img src="./images/converttoclient.png" width = "500"/> | ||
<p>After using converttoclient</p> | ||
</div> | ||
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- Precise expected outputs when the command succeeds: | ||
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`Converted lead to client` | ||
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`The person index provided is invalid` | ||
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### Convert client to lead | ||
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- What it does: Converts a client into lead, the ``KEY_MILESTONE`` is 1 year | ||
from current date to ensure a follow-up by the user. | ||
- Command format: `convertolead INDEX` | ||
- Command format: `converttolead INDEX` | ||
- Example usage: `converttolead 1` | ||
- Acceptable values for each parameter: | ||
- `INDEX`: Any integer from `1` to the last index of the leads list. | ||
- Precise expected outputs when the command succeeds: | ||
- Example usage | ||
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<div align="center"> | ||
<img src="./images/beforeconverttolead.png" width = "500"/> | ||
<p>Before using converttolead</p> | ||
</div> | ||
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<div align="center"> | ||
<img src="./images/converttolead.png" width = "500"/> | ||
<p>After using converttolead</p> | ||
</div> | ||
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- Precise expected outputs when the command succeeds: | ||
`Converted client to lead` | ||
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- Precise expected outputs when the command fails: | ||
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`The person index provided is invalid` | ||
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--------------------------------------------------------------------------- | ||
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### Locating person by name | ||
- What it does: Finds persons whose names contain any of the given keywords. | ||
- Command format: `find NAME [MORE_NAMES]` | ||
- Example usage: `find John David` | ||
- Acceptable values for parameter: | ||
- `NAME`: Any name from the list. | ||
- Precise expected output when the command succeeds: | ||
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`<NUMBER> persons listed!` | ||
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- Precise expected output when the command fails: | ||
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``Invalid command format! | ||
find: Finds all persons whose names contain any of the specified names (case-insensitive) and displays them as a list with index numbers. | ||
Parameters: NAME [MORE_NAMES]... | ||
Example: find alice bob charlie`` | ||
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>[!NOTE] | ||
>- The search is case-insensitive. e.g `John` will match `john`. | ||
>- Only full words will be matched e.g. `John` will not match `Johns`. | ||
>- Persons matching at least one keyword will be returned (i.e. OR search). e.g. `find john david` will return `John Doe`, `David Li` | ||
Example usage: | ||
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<div align="center"> | ||
<img src="./images/BeforeFind.png" width = "500"/> | ||
<p>Before using find</p> | ||
</div> | ||
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<div align="center"> | ||
<img src="./images/AfterFind.png" width = "500"/> | ||
<p>After using find john david</p> | ||
</div> | ||
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### Clear | ||
- What it does: Clears all entries from the address book. | ||
- Command format: `clear`. | ||
> [!WARNING] | ||
> This command will delete all the data from the address book. This command cannot be reversed. Proceed with caution. | ||
- Precise expected output when the command succeeds: | ||
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`Address book has been cleared!` | ||
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### Exit the program | ||
- What it does: Exits the program. | ||
- Command format: `exit`. | ||
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-------------------------------------------------------------------------- | ||
## FAQ | ||
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**Q**: How do I transfer my data to another computer?<br> | ||
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**Sort meeting time** | `sortmeeting` | ||
**Convert lead to client** | `convertoclient INDEX` <br> e.g. `converttoclient 1` | ||
**Convert client to lead** | `convertolead INDEX` <br> e.g. `converttolead 1` | ||
**Locating person by name** | `find NAME [MORE_NAMES]` <br> e.g. `find John David` | ||
**Clear** | `clear` | ||
**Help** | `help` | ||
**Exit** | `exit` |
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