Exclusive Insight

A skincare business with sales staff across several regions needs one place for customer data — contact details, skin type, products bought and of interest, and photos. Each regional manager needs to see their own team’s customers, and the support team needs control over who can get in. Much of this is personal data, including skin photos and location, so the system has to obtain PDPA consent before any customer is saved.

We followed one customer record: the support team issues a salesperson’s code, the salesperson records a new customer on their phone, and the regional admin sees that customer in the team’s list. So the sales screens are built for a phone: one form per customer, photos straight from the camera, and location from GPS or a tap on the map.

1. 1. Signing in: three roles, three ways in

   The start page asks for a role first. Sales staff sign in with a Google account plus a personal code, regional admins with an Admin code, and the support team with a password. Every code is issued by the support team, who can generate one at random and assign each salesperson to a regional admin.

2. 2. Consent: PDPA before anything is saved

   Before a customer can be added, the system shows the privacy policy (purposes, data collected, how it is protected and the customer’s rights), and the customer cannot be added unless it is accepted.

3. 3. The customer: one form built for skincare sales

   One form captures name, phone, LINE ID, birthday, province and district, skin type, skincare used before, products of interest, products bought, payment method, shipping address and notes, plus photos of the skin and from a skin-analyser device.

4. 4. Location: the customer on a map

   Staff record a customer’s location from the device’s GPS or by tapping a pin on the map, and can open it on a map from the customer list.

5. 5. Views by role: your own customers, your team’s performance

   Sales staff see their own customer list, searchable and filterable across all 77 provinces. Regional admins see only their own salespeople’s customers, searchable by name, phone, LINE ID or salesperson and filterable by interest, with a performance view counting each salesperson’s customers.

The system is live: every role starts from the same role-picker page and lands in its own view.

• Every customer in one record

  Contact details, skin type, purchases, interests, photos and location sit together on one customer.

• Managers see their team’s work

  Regional admins see their salespeople’s customers and how many customers each one has recorded.

• Consent comes first

  Every new customer starts with accepting the PDPA policy.

• Access stays under control

  The support team issues, edits and revokes sign-in codes itself, without a developer.