From the CRM Research session: replaces the plain comparison table with a
richer one (origin, catch column), adds a full Requirements page (must-have/
nice-to-have, other names looked at, sources) and a new Pricing page,
following the same hero-nav + drill-view pattern as Marketing/Sales. Adds
click-triggered info-badge popovers for contested/unverified facts (Zoho's
EU/DPA tier, Capsule's IMAP support, etc.), replicating the info_popover()
pattern from linkedin_analytics as vanilla JS since this dash has no Dash
runtime. Also adds CRM_Research_README.md documenting the whole section,
and tracks CRM_Research_Notes.md's latest revisions.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
New nav-group below the main tabs (Team/Directory/Marketing/Sales/
Opportunities), separated by a divider since it's a newer, separate
initiative. Links out to CRM_Research_Notes.md, which already existed
with real requirements/candidate-survey content from ongoing research.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Replaces the free-text From field with a select of real working addresses
(mblack@txproducts.de, now the default; mckinley@mckinleyblack.com kept for
internal test sends), deduplicating the 8 render_template("index.html", ...)
call sites into a single render_index() helper along the way. Also picks up
today's real outreach-log entry from testing the reconnect_message send to
Peter's actual address.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Selected panel now mirrors the contact list's width and stays in sync via a
pageshow reset and refreshSelectedList(). Contact rows drop the raw email/
conference/draft-opened clutter in favor of just name and company. Also
sorts the contact list alphabetically and clears out test-drafting noise
that had accumulated in the dash's Outreach Log during today's debugging.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
conference_contacts.xlsx is now the single working file behind both the dash's
Download button and the mail-merge tool -- populated with all 139 SPIE 2026
presenters (not just ones with emails already found), so Peter can fill in
emails as he meets people at the conference. Also adds a second message
template (reconnect_message) alongside the existing wavegate_focus one, and
a search/scroll UI for the contacts list now that it's no longer a handful
of rows.
Wires the Sales & Marketing dash's presenter cards directly into the mail-merge
tool: Compose Email now opens a real Mail.app draft via localhost:8505 (merged
template, attachments, signature intact), and logs the outreach automatically
back into both conference_contacts.xlsx and the presenter's Outreach Log.
Department shell (Team / Directory / Marketing / Sales) with the
Directory's Outreach Board, plus 12 of 25 boss's Phase 1 targets
researched so far.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
