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

PocketBase - Open Source backend in 1 file

Open Source backend in 1 file with realtime database, authentication, file storage and admin dashboard

pocketbase.io

Pay SITHASO HOLDINGS (PTY) LTD using PayPal.Me

Go to paypal.me/anelembanga and type in the amount. Since it’s PayPal, it's easy and secure. Don’t have a PayPal account? No worries.

paypal.me

 

[JGParamo]

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?

 

[Mashiane]

Use the administrator credentials you specified when you set up PB for the first time.

 

[JGParamo]

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.

 

[Mashiane]

I left the service ID value as given in the source code as is

Please get your OWN service id as that one is being used by me.

 

[Mashiane]

Its good that it works, just ensure that your database is properly functioning. Congrats.

 

[JGParamo]

Please get your OWN service id as that one is being used by me.

Just made my own service ID with EmailJS, thanks.

 

[JGParamo]

After Sithaso Daisy 2 - Update on 07 August 2023, SithasoDaisy: Mini CRM is stucked at sign-in after re-transpiling.

 

[Mashiane]

After Sithaso Daisy 2 - Update on 07 August 2023, SithasoDaisy: Mini CRM is stucked at sign-in after re-transpiling.

View attachment 144567

Thanks, updated, get from same download link.

 

[Mashiane]

Yippie!! Products are coming to the CRM

Here we go, we want to categorize our products...

 

[asales]

Yippie!! Products are coming to the CRM

In the MySQL version too?

Do you have plans to add a control (login) by user?

 

[Mashiane]

In the MySQL version too?

Yes, as soon as I finished the planned functionality for this phase.

 

[Mashiane]

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]

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]

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

SithasoDaisy: User Sign Up / Sign In / Forgot Password in PocketBase

Hi I am putting this out here for everyone to easily find it. It was discussed as part of the talk! https://www.b4x.com/android/forum/threads/banano-using-pocketbase-firebase-alternative-for-your-apps.143589/post-913973 Enjoy!!!

www.b4x.com

 

[Mashiane]

So far so good...

 

[Mashiane]

Added Products on the Dashboard...

 

[Mashiane]

We link products to sales...

 

[Mashiane]

We update templates so that we can include product details

 

[Mashiane]

Updated the Sales module so that we can send targetted emails per sale.

 

[Mashiane]

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.