Citykart CRM

Citykart CRM Dashboard

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Hot Issues Tracker

Seven specific complaint themes flagged for attention, tracked across Calls, Emails and Google Reviews at once (keyword-matched against each record's text, regardless of its own Department/Issue tag — a record can match more than one theme). Click a theme row to expand its Cluster → Store breakdown in place. Click a column header to sort.

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Cluster Summary

Calls and reviews rolled up by cluster (from Store Master). Click a row to see every store in that cluster.

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Departments & Issues Overview

Every department's issue columns are grouped side by side under its own header, so you see every department's issues at once. If an issue isn't tied to one specific team in Keyword Rules, it can legitimately appear under more than one department header — each occurrence is that department's own real count, never merged with another team's. A call tagged with more than one issue is counted once under each. Click any number to see the matching calls.

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Search Calls

Cluster Summary

One row per cluster: sentiment split, average rating, how many reviews have no Department tag yet ("Unmapped"), and one column per department showing how many of that cluster's reviews are tagged to it. Click a cluster to see every store in it; click any number to see the matching reviews.

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Departments & Issues Overview

Every department's issue columns are grouped side by side under its own header, so you see every department's issues at once. If an issue isn't tied to one specific team in Keyword Rules (e.g. "Staff Behaviour"), it can legitimately appear under more than one department header — each occurrence is that department's own real count, never merged with another team's. A review tagged with more than one issue is counted once under each. Click any number to see the matching reviews.

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Search Reviews

Test "Send Alerts Now" above first. When this is ON, alerts still only go out as a side effect of the scheduled sync job (this app's equivalent of the old CRM's "Refresh Summaries Now" / dashboard "Refresh Data") — it is not an independent schedule of its own, so nothing sends on its own between syncs.

Alert Delivery by Cluster

Every Negative review and whether its store-alert email was sent, is still pending, has no store email on file, or was skipped (blank review text). Click a status number to list the matching reviews.

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Emails — Location Summary

One row per cluster: how many emails, how many were Replied vs Not Replied, and the Internal/External split — same city/store mapping used in Search Emails (see emailLocationMatch.js), just summarized here instead of only being reachable through a search. Click a cluster to see every store in it.

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Emails — All Departments & Issues Overview

Every department's issue columns grouped side by side under its own header, no department picker. An email tagged to more than one Department/Issue is counted once under each, which is why the totals add up to more than the unique email count (see summary below). Click any number to see the matching emails.

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Department Summary

Resolved = a reply was sent (has a "Replied To"); Unresolved = not yet replied. Click a row to see that department's Issue breakdown, then click an issue to see the individual emails. Click a column header to sort.

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Search Emails

Manual Sync & Maintenance Triggers Same as the old CRM Tools menu

Add a Review Manually

Add a Call Manually

Keyword Rules

"Route To" controls negative-review alert emails only: Store alerts the store (plus CC as before) — the existing behavior. Department skips the store entirely and emails that department's contact directly instead.

DepartmentIssueKeywordsApplies ToRoute To

Department Contacts Recipients for negative review alerts

Contact Email: CC'd on store-routed alerts; primary recipient (To) on department-routed alerts. Manager Email: CC'd on department-routed alerts only (never on store-routed ones, and never the cluster/regional managers) — see Keyword Rules' "Route To".

DepartmentContact EmailManager Email

Store Master

Click any row to edit that store's details.

CodeCityClusterStore EmailGBP AccountGBP LocationReviews Reconciled

Users

Google Account Connections

One-time per account. These are two SEPARATE Google logins: the Business Profile account manages listings and sends review alerts; the Customer Care account is the mailbox that gets synced as customer care correspondence. Needs the server's API_KEY.