Merge pull request #294 from nikele2001/Branch-Update-DG

Minor UG and DG changes

docs/DeveloperGuide.md

@@ -496,32 +496,6 @@ Priorities: High (must have) - `* * *`, Medium (nice to have) - `* *`, Low (unli
 | `*`      | busy financial advisor                                                    | streamline administrative tasks like tracking my clients contacts                                                         | focus most of my time on giving personalised financial advice and services to my clients.                                            |
 | `*`      | financial advisor managing a substantial client portfolio                 | follow a standardised format to collect my clients’ information                                                           | manage data consistency among my clients.                                                                                            |
 | `*`      | financial advisor                                                         | search for specific client details                                                                                        | quickly contact my clients.                                                                                                          |
-| `*`      | user who values both my clients' time and the quality of our interactions | set reminders for follow-up sessions with clients                                                                         | ensure I never miss an important meeting.                                                                                            |
-| `*`      | financial advisor                                                         | efficiently track referral sources for my clients                                                                         | manage their relationships.                                                                                                          |
-| `*`      | financial advisor                                                         | sort my clients in certain orders including alphabetical order portfolio value in both ascending and descending order     | view my clients in a more systematic manner.                                                                                         |
-| `*`      | financial advisor                                                         | filter my clients based on certain metrics like financial products purchased and minimum portfolio value                  | choose clients.                                                                                                                      |
-| `*`      | financial advisor                                                         | record appointments with clients with the application                                                                     | keep track of when my last meeting with each client is.                                                                              |
-| `*`      | financial advisor                                                         | export my contact data and client data in a readable format                                                               | use it for backup purposes or to run data processing with other software tools.                                                      |
-| `*`      | financial advisor                                                         | have a dashboard 	                                                                                                        | obtain insights into my clientele base including metrics like client acquisition, retention rates and revenue I generate each month. |
-| `*`      | financial advisor	                                                        | categorise contacts based on their financial status (high net worth regular) 	                                            | prioritise my client interactions.                                                                                                   |
-| `*`      | financial advisor                                                         | update my profile information (name, contact, details, company)                                                           | ensure my personal information is always accurate.                                                                                   |
-| `*`      | an experienced user                                                       | edit the data file directly  	                                                                                            | be more efficient.                                                                                                                   |
-| `*`      | user                                                                      | undo actions                                                                                                              | recover from my mistakes.                                                                                                            |
-| `*`      | busy financial advisor                                                    | quickly add incomplete details of a client and be reminded about it                                                       | fill the rest in later.                                                                                                              |
-| `*`      | financial advisor                                                         | check the appointments scheduled today                                                                                    | 	 not forget to meet a client                                                                                                        |
-| `*`      | financial advisor                                                         | view contacts of all my clients I am meeting for the day                                                                  | 	efficiently search for their contacts.                                                                                              |
-| `*`      | financial advisor                                                         | view all the insurance plans my client has purchased easily                                                               | make planning during an appointment easier.                                                                                          |
-| `*`      | financial advisor                                                         | filter the plans of my client                                                                                             | to make it focus on certain plans during my appointment                                                                              |
-| `*`      | financial advisor                                                         | make updates to their plans on the app easily	                                                                            | keep track of changes to the clients plans                                                                                           |
-| `*`      | financial advisor                                                         | check which client has been under me the longest                                                                          | 	plan welfare to retain them as long term customers.                                                                                 |
-| `*`      | financial advisor                                                         | add notes on clients                                                                                                      | 	excess them when needed                                                                                                             |
-| `*`      | financial advisor                                                         | display data from the address book into a excel file                                                                      | 	more easily present to clients                                                                                                      |
-| `*`      | financial advisor                                                         | add tags to customers                                                                                                     | 	collate and notify people with the same plan should there be a new change                                                           |
-| `*`      | manager                                                                   | retrieve data on the types of plans purchased                                                                             | 	better understand the products my team member is selling                                                                            |
-| `*`      | manager                                                                   | monitor expiring insurance plans                                                                                          | 	advice trainees on time management                                                                                                  |
-| `*`      | financial advisor	                                                        | import a file                                                                                                             | 	easily transfer client information when client leaves                                                                               |
-
-*{More to be added}*
 
 ### Use cases