Overview
A visitor- and visit-scheduling tool built as a module of an in-house portal for a logistics company’s customer-service team. It emails the upcoming schedule automatically every morning so the whole team shares the same view.
Problem
Visit plans were scattered across each person’s notes, chat, and paper, then manually consolidated before the morning huddle. Inconsistent wording and omissions were common.
Approach
A Django form for entering multiple rows at once, plus a scheduler that auto-sends an HTML email of today-onward visits at 9 AM. Weekends and registered holidays are skipped automatically, with double-send protection. Company, name, and title are suggested from past visitors to curb inconsistent entries.
Key features
- Entry with inline editing (AJAX updates, no page reload)
- Automatic 9 AM email (send time, recipients, and holidays set in the admin)
- Weekend/holiday detection with skip and double-send guard
- Company/name/title autocomplete from history
- Edit permissions limited to author and admins
- Bulk CSV export / import