VLZQbJek

1number, title,tags
269,"Columns in data files","Can we please make the below changes to the data files we download from RMS?
3
41. Removing the column ""LinkedIn URL"" (column O)
52. Adding a column named ""Public Profile Link"" to list the contacts' public profile links on linkedin","change"
668,"Config specific downloads","A new feature to be developed for downloading data that matches only a specific config created for a client.
7
8Currently, download functionality bring all contacts added to a client.
9
10Aha! Link: https://aidedbyltd.aha.io/features/A-2","feature"
1166,"Only country name in location","**Scenario:** When contact's location is ""United Kingdom"" on the uploaded csv file, our application sending a request to the Google Maps API to determine the location data. Google Maps returns the location name as an empty string and our application is creating a location with an empty name.
12
13**For example,** if contact's location is ""United Kingdom"", a new location is created n location table with empty name (not NULL).
14
15**Request:** Create an array key value in the application where we can populate the array so that if an uploaded contact's location matches a value in this array key, we shouldn't make a Google API request instead get the values from the database. For now, let's start with United Kingdom, United States and Canada.
16
17**Example:** Contact's location is ""United Kingdom"", check the array key and search it on the database. If we can't find this value in our database, create contact with NULL location and country ID so we can check this manually ourselves.
18
19Note that, we will start manual data cleansing as of today (Oct 30th).
20
21Aha! Link: https://aidedbyltd.aha.io/features/A-3","change"
2263,"New Contact Upload file with Public Profile URL","Currently, a contact upload file does not contain a Public Profile URL.
23A public profile URL meant to be unique and so far we did not have it on our uploads so we depended a `$contact->ProfileID` and then on FirstName, LastName, CompanyName, Current Position and Location combination to identify if contact was on our system or not.
24
25Now we are changing the data file we will upload to the application which will contain a Public Profile URL.
26
27We now need to check if there is anyone with the same Public Profile URL to see if we already have contact on our system.
28
29I am open for any suggestion on if we should strip the domain and only use the users' unique ID.
30
31I will provide an example file so that you can try and upload.
32
33Aha! Link: https://aidedbyltd.aha.io/features/A-5","feature"
3461,"Consolidating location names","Consolidating location names that should really be grouped as ""London"".
35
36Note for Minas: Once this feature is complete we'll need to correct the contacts for the client Azure Rock as currently the config is set to all locations to capture all London locations.
37
38[Azure Rock London Location Names.xlsx](https://github.com/minasm/richcontacts/files/3694055/Azure.Rock.London.Location.Names.xlsx)
39
40Aha! Link: https://aidedbyltd.aha.io/features/A-6","change"
4156,"Report: Company Website Domain containing keywords","A structure to list companies when they have the following words on their company website / domain :
42
43recruitment (how to disregard staffing and recruiting companies)
44careers
45kareers
46jobs
47Facebook
48Twitter
49Instagram
50jobvite
51linkedin  (RC already addresses this while pattern generation)
52indeed
53monster
54
55Initially this will be a report but later we'll think how we can identify these companies while we insert into the database.
56
57Aha! Link: https://aidedbyltd.aha.io/features/A-7","reporting"
5854,"Company Exclusions Update","An excluded company to be removed from the download files completely regardless of when the company was added as an exclusion to a specific config.
59
60Example to test: PatSnap company for Rich Contacts client.
61
62Aha! Link: https://aidedbyltd.aha.io/features/A-8","feature"
6350,"Updating Contact Details","Once we have the public profile URLs of each contacts, we can set their URL as their unique identifier. Once this is complete, we can start checking each contact and updating their details.
64
65Things to consider:
66- How frequently update people? Or update when they are eligible to be assigned to a client and update date is more than 30 days.
67- What to do when certain details change? For example, when company changes we'll need to delete their emails and try to add the new company into RC, then generate emails, etc.
68- Look through the DB to determine duplicates and remove where necessary.
69
70Aha! Link: https://aidedbyltd.aha.io/features/A-9","feature"
7148,"Check if marked contacts are getting email patterns","Some contacts (like id =  1514045) still have emails while they are `markedForAnalysis`. Check the reason for this.
72
73Also, think a way to still generate a contact email if the name is okay and the last name is only 1 character.
74
75Aha! Link: https://aidedbyltd.aha.io/features/A-10","bug"
7643,"Create View Table for config","Create an aggregated custom table to be used for config calculations (i.e. counts, sums etc).
77
78```
79contact_id 
80Location VARCHAR(191)
81CurrentPosition VARCHAR(191)
82updated_at TIMESTAMP
83location_id INT(11)
84country_id INT(11)
85companyName VARCHAR(300)
86industry VARCHAR(300)
87size_min INT(11)
88size_max INT(11)
89```
90
91Aha! Link: https://aidedbyltd.aha.io/features/A-11","feature"
9233,"Clients' Contact email stats","Generate a list of each client showing the email stats.
93
94Client Name | Total Contacts | Total Emails | V1 | V2 | V3 | V4 | NULLs
95
96Aha! Link: https://aidedbyltd.aha.io/features/A-12","reporting"
9730,"Company Name Changes","We'll also make the following changes;
98
99- Change company name from all uppercase letters to lowercase if the company name is more than 1 words.
100- Mark companies for analysis when company name;
101
1021. - Is one word in all uppercase
1032. - Includes ""funky"" characters
1043. - Includes "" Co."" or "" Corp."" (with a space)
1054. - Includes a dot "".""  the end of the company name (without a space for example ""Qubit.""). We will keep this in analysis section as some company names really end with a dot.
106
107Aha! Link: https://aidedbyltd.aha.io/features/A-13","feature"
10829,"Add pagination to config view modal","When viewing a config, some clients have huge data.
109
110Aha! Link: https://aidedbyltd.aha.io/features/A-14","feature"
11128,"Add pagination to duplicate config","Spotted some configs with more than 12K company inclusions, which creates a burden on the server. Figure out a way to use pagination, talk to @kayanewatson on this.
112
113Aha! Link: https://aidedbyltd.aha.io/features/A-15","feature"
11424,"Reports: Daily Snapshot","Generate a daily job to get stats about the following items and prepare another job to share the stats weekly basis.
115
116- Contacts
117- Companies
118- Emails
119
120Aha! Link: https://aidedbyltd.aha.io/features/A-16","feature"
12116,"Company Exclusions - New Structure","Master Exclusion Upload: For the new type of company exclusions using company name, domain and location.
122
123Aha! Link: https://aidedbyltd.aha.io/features/A-17","feature"
12413,"Create an export function to get companies with missing URLs.","
125
126Aha! Link: https://aidedbyltd.aha.io/features/A-18","feature"