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Design Description

When a user logins, they're directed to the Companies page. In the companies page there is a side panel organizing all the companies into groups, and within each company there are links to the company's contacts, tasks and documents. New companies can be added directly on this page. New groups are added when you necessary in the creation of a company. Within each sub-item(item being contact, task, or documents) of the company are buttons to add new items affiliated to each company. After clicking such buttons, a window will pop-up where information will be entered and then saved. The other links in the navigation bar links to a page that shows all the items that have been entered so far. For example the Tasks link will show all the tasks in a table that is sortable and filterable. Within this link an user can add a new task, and a similar window will show up, with an additional field to link the task with a company. The contacts and documents page will have a similar format. However, for documents it probably isn't necessary to force a link with a company. 

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Instead of an extra level in the side panel tree, there could be tabs within the main panel after selecting the company. The windows that appear will be dialogs within the page, not those annoying browser based pop-ups. However, if that is hard to implement, it could be a separate page that redirects to the existing page after the window is saved or canceled.  

Scenario  

Task 1: Adding a company

Ann login and clicks companies.

Ann clicks +Companies and a window appears. Since she has no groups she selects New Group from the Group drop down, another window appears, she types in the group name.

Task 2: Editing a company/Adding Contact, Document, Tasks

She fills in the other information, returns which returns her back to the now populated company page. She selects contacts from the tree.

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She fills in the form, selects the File radio button and clicks the Choose File button where she finds a copy of the resume she gave to the recruiter After saving, she views that there is a list on the documents page for Google noting that she submitted the resume.

Task 3: Viewing Tasks

 She then clicks the task button in the navigational bar to see if she has any upcoming due dates soon.

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