Customer Directory Manager

A modular application for managing customers, their associated directories, and case folders.

Features

• Add new customers with detailed information
• Manage customers with search and bulk operations
• Create case folders using customizable templates
• Search and filter capabilities for both customers and case folders
• Export customer data to CSV or JSON format
• Auto-save functionality to prevent data loss
• Tooltips for better user guidance

Requirements

• Python 3.6 or higher
• Tkinter (included with standard Python installation)

Usage

1. Run the application:

   python customer_manager.py

2. Add a new customer:

   • Fill in customer details in the "Add Customer" tab
   • Select an existing directory or create a new directory
   • Click "Save Customer"

3. Manage customers:

   • View all customers in the "Manage Customers" tab
   • Search for customers using the search box
   • Select customers for bulk operations (export, update, delete)
   • Open a customer's directory

4. Create case folders:

   • Select a customer from the dropdown in the "Create Case Folder" tab
   • Enter a case number (must start with "MS")
   • Add a description and select a folder template
   • Click "Create Case Folder"
   • View and open existing case folders

Keyboard Shortcuts

• Ctrl+S: Save customer data
• Ctrl+F: Focus on search/filter input
• F5: Refresh customer list
• Ctrl+1: Switch to Add Customer tab
• Ctrl+2: Switch to Manage Customers tab
• Ctrl+3: Switch to Create Case Folder tab
• Ctrl+E: Export selected customers to CSV
• Ctrl+D: Delete selected customers

File Structure

• customer_manager.py: Main application with GUI setup
• customer_operations.py: Customer-related operations (add, update, delete, export)
• case_folder_operations.py: Case folder management operations
• ui_components.py: Reusable UI components like tooltips
• utils.py: Utility functions for file operations and general helpers
• customers.json: Customer data storage (created automatically)
• templates.json: Case folder templates (created automatically)

Auto-Save Feature

The application automatically saves customer data every 60 seconds to prevent data loss.

Data Validation

• Case numbers must start with "MS"
• Customer name and directory are required fields

Note

The application automatically creates the necessary JSON files in the same directory as the script to store customer information and templates.