Share My Creation SithasoDaisy: PocketBase - Mini CRM WebApp Source Code @ $5.00

Hi there

NB: Download and run PocketBase and set up an admin account there first. Here is the link

Demo hosted on Vercel.

Disclaimer: The back-end (PocketBase) for this demo is hosted on PocketHost.IO (SAAS Company), which is not optimal for production usage. Ceveat: WebApp Slow in accessing data from DB. This is different when you host / run your own version of PocketBase locally.

This MiniCRM has functionality for

  • Customers
  • Emails
  • Email Templates
  • Reminders
  • Communication
  • Appointments
  • Tasks
  • Documents
  • and more

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JGParamo

Active Member
Licensed User
I'm trying to setup SithasoDaisy: Mini CRM WebApp - PocketBase but the "True" alert did not show up, just keeps on loading as shown. Using Pocketbase v.0.17.2, transpiling did proceed without error after I have manually created the folder "C:\laragon\www\pmu\assets." I done Laragon at port 8080 and Pocketbase at port 8090 accordingly, have followed the guide and presume that the service ID as shown corresponds to the key ID in Pocketbase as what I have done. What have I missed?

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JGParamo

Active Member
Licensed User
Use the administrator credentials you specified when you set up PB for the first time.

View attachment 144544
So far it's good now. Aside from entering admin credentials, I left the service ID value as given in the source code as is. Running the first time and next runs did not show any "True" alert so no feedback if backend initialization suceeds. Next done is just commenting out the initialize back-end statements and uncommented the pgIndex.Initialize at the Sub BANano_Ready subroutine then re-run. SithasoDaisy Mini CRM webapp now opens at the browser.

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JGParamo

Active Member
Licensed User
Last edited:

JGParamo

Active Member
Licensed User
Last edited:

Mashiane

Expert
Licensed User
Longtime User
Do you have plans to add a control (login) by user?
I didnt think that far... im dogfeeding myself this app to help me manage Sithaso. If you dont mind me asking, what kind of functionality will a user perform? there is only 1 admin person planned for this at the moment and no plans were made for a multi user app.
 

asales

Expert
Licensed User
Longtime User
If you dont mind me asking, what kind of functionality will a user perform?
To a multi user app.
there is only 1 admin person planned for this at the moment and no plans were made for a multi user app.
Aswered here.

A full code to sign in, sign up and forget password (even without related the records to the user), I think, would be welcome.
 

Mashiane

Expert
Licensed User
Longtime User
A full code to sign in, sign up and forget password (even without related the records to the user), I think, would be welcome.
Currently the admin user is able to login using PocketBase admin credentials that were used for setting up the account in PocketBase.

I had already written code for sign up/sign in/forgot passwod for pocketbase here

 
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Mashiane

Expert
Licensed User
Longtime User
We update templates so that we can include product details

View attachment 144670
Because the templates are now linked to products, you can now send emails for particular "sales products". Before you could send to all "active customers".

This helps as it focuses just on the customers who own that product now too.

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