Demo: September 25
Agenda
- Discuss: lead form
- Demo: import client records // signatory feature
- Demo: import property records
- Discuss: PINS
- Deep dive: technical Q&A session on primary keys, foreign keys
Demo: client signatory import feature
https://sc-portal-staging.herokuapp.com/imports/new
- If the primary contact record has ‘signator’ checked, import the secondary contact information instead
Demo: import property records
Discuss: PINs
Would you want to know if the client reports PINs differently than what PAMS currently has them? Or is this something a staffperson will review when handling the RAVA records?
Deep dive: technical Q&A session
Decisions made:
- Only import property records needed for the portal so far: address, city, state, zip.
- Import additional fields to assist in planning PK/FK: property number
- Allow full csv and ignore what’s unnecessary.