Enterprise Solutions
Quick Notes Application
A focused application for managing account-related notes with notifications and interaction history.
Overview
What this project is
Quick Notes helps teams manage account-related notes efficiently. Users can add, view, and respond to notes in a list view that highlights account differences, with notifications for requests, reminders, and responses. History tracking keeps an accurate record of interactions, supported by ASP.NET Web APIs and Power Automate.
My Role
What I owned
- End-to-end design and development
- Notes list, create, view, and response flows
- History tracking for interactions
- Real-time notifications and reminders
- Power Automate workflow integration
The Challenge
The problem being solved
Account-related notes, requests, reminders, and interaction history needed a reliable central place. Without structured tracking and notifications, conversations were harder to follow and records were incomplete.
The Solution
Key workflows
Account Notes
Create, view, and respond to account-related notes in a clear list view.
History Tracking
Maintain a reliable record of notes and interactions over time.
Notifications
Keep users updated on new note requests, reminders, and responses.
Automation
Power Automate integration for workflow support around note activity.
Technology
Stack
Frontend
Angular · TypeScript · Ngx Bootstrap
Microsoft
MS Power Automate Integration
Backend / APIs
MSSQL · ASP.NET Web APIs
Outcome
What changed
Streamlined note management with version tracking and real-time notifications, improving communication and ensuring accurate record-keeping for account-related discussions.