Python Django CRM Course - Teams - Part 4

In this course, I will teach you basic Django by building a CRM from scratch. I will begin by installing and setting up everything we need, and then build the project piece by piece.

In this part of the python django course, you will learn a little bit about teams. I will implement limitations on how many leads/clients you can have based on the plan your team is on and similar.

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[austinhomolka]

Thank you!! I gotten through the second video in this series and will be coming back to do video's 3 and 4 in the next few days :)

[viksir]

Hi Stein, thanx a lot for interesting tutorial. a lot to learn from (ex. limit on leads and clients). already saw you got fifth video on the repo. look forward to watching it. Have a nice day!

[madusan]

Future feature: would be nice to have a date field for the date of conversion from lead to client. This would be good for welcome pkgs, etc... or milestones reporting

[madusan]

You might want to think of duplicates by making name and email compound unique indexes. Or just the email field.by making unique = True on the model field. Compound you do as a meta index

Prevents a lead being created after converted to client ie by user or sql import ie csv or json or client

[madusan]

Have a good look at model managers for filtered views(querysets)

[dyachoksa]

Nice course! Just a small note. Never do 'team.leads.all | length' in templates. It loads all objects into memory. Better way 'team.leads.count'.

[madusan]

I made the lead team field nullable in blank=True, null=True but you could also make a team 1 that is an unassigned team record and make the default for leads=1. I also made the. Client nullable as until it assigned a team they should be set to unassigned. A report can show unassigned, but you can also use css to show it shaded or a different font color

Nullable is cleaner so that is my choice ie blanks would be unassigned. I will probably run either a query/alert to notify some clients are not on a team or run a report. Using the conversion date as severity of action to place on a team.

[joseluisgalvis]

Good Morning Mr Stein...! Please, Can you please activate the subtitles option in Video N° 4, "Teams"?

[ARCHIVE_ACR]

After updating the class Team and class Plan, in the terminal when making the migrations (38:27) instead of typing in 1 I typed in 11 and got an error. Not sure how to fix it, help if not busy. Thank you!

[JikookSuicideSquad]

Hello, first of all, this is a great course and I’m learning a lot so thank you so much. I am currently stuck at the part where I set a team whenever I add a client. I keep getting an IntegrityError. Please help

[me-kgks]

Hi Stein, I have such a problem, in the clients_add file I cannot find {{team.plan.max_clients}} and {{team.clients.count }} help if not busy pls
thk for your lessons

[madusan]

The. Classes you assigned for identification should be assigned an ID not a class. Not technically wrong but.... I also changed those two divs to sections to be semantically correct

[madusan]

Why not use a partial template like header and then import in to keep it dry. You can make different header/footer or other sections where warranted. I like to add the underscore if the template is a partial ie _main_header.html or _nav.html. helps to keep template total lines manageable and consistent code

[ahmadumar]

thanks dear Mr. Stein, got a question, do u know how many percent u already completed? :D

[anantprakashtripathi]

At 7:00, i'm getting error, could you assist me in this?

team.members.add(user)

Traceback (most recent call last):
File "<console>", line 1, in <module>
AttributeError: 'tuple' object has no attribute 'add'

[madusan]

I order lead by 'created at, name'