Content
General info
The "Communication" sub-tab, located next to the Attachments sub-tab, will display a list of communications related to the company, including SMS messages and calls. This module will eventually be connected to Microsoft Teams, but initially, it will support only manual entries. Any CRM users must be allowed to add new entries, and edit only their own entries.
Main way to add a communication is to click on the phone number (which will trigger the call in Teams) or clicking on the Email (which will open a Mailing agent), or using the SMS function in the system. The system records the event of triggering a call without recording the length of the call, but allows to edit this afterwards.
When adding a new communication manually, users can choose from a list of phone numbers, including the company’s main phone number and phone numbers from company staff, with an option to specify whose phone number it is.
User story
As a CRM user,
I want to view, add, and edit all SMS communications, calls and Emails in the Communication sub-tab,
So that I can effectively track and manage all interactions related to the company’s processes and ensure accurate record-keeping.
Visual design:
https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=48598-326385&t=P5yvykvphdP2m4Fk-4
|
#
|
Acceptance Criteria
|
|
|
01
|
Scenario: Displaying SMS and Call Communications with Team Member Information
GIVEN I am viewing the Communication sub-tab in the Company View Page,
WHEN I access this sub-tab,
THEN I should see a list of all SMS communications, Emails and calls related to the company,
AND I should see the team member who sent each SMS or made each call,
AND communications should be grouped by date.
|
|
|
02
|
Scenario: Editing Communication Entries
GIVEN I am viewing the list of SMS communications, Emails and calls,
WHEN I click on an entry edit link,
THEN I should be able to edit only the entries that I have added.
|
|
|
03
|
Scenario: Displaying Call Types
GIVEN I am viewing the Communication sub-tab,
WHEN I see a call entry,
THEN I should be able to see the type of call: call with company, call with a manager (name), or call with a candidate (name),
AND the number associated with the call should be displayed.
|
|
|
04
|
Scenario: Showing Call Time
GIVEN I am viewing the Communication sub-tab,
WHEN I see a call entry,
THEN the time of the call should be displayed at the end of the entry if it was saved.
|
|
|
05
|
Scenario: Adding a New Communication Entry
GIVEN I am viewing the Communication sub-tab,
WHEN I click the "Add Communication" button,
THEN a modal should appear allowing me to input the number, who I contacted, duration, date,
AND phone number including the company’s main phone number and phone numbers from company staff should be recorded,
AND the new entry should be added to the list upon submission.
|
https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=48598-326963&t=ncM9Xl4xa0iIVL1b-4
|
|
06
|
Scenario: Scrolling Through Communications
GIVEN I am viewing the Communication sub-tab,
WHEN I scroll through the list of SMS communications and calls,
THEN I should be able to view all communications in the list without pagination or search.
|
|
|
07
|
Scenario: Manual Entry
GIVEN I am viewing the Communication sub-tab,
WHEN I attempt to add a new communication,
THEN any CRM users should be allowed to add entries.
AND only own entries should be available for editing
AND only past time and dates can be added
|
|
|
08
|
Scenario: Access Control for Editing
GIVEN I am viewing the list of SMS communications and calls,
WHEN I attempt to edit an entry,
THEN I should only be able to edit communications that I have added.
|
|
|
09
|
OOS Scenario: Data Aggregation from Microsoft Teams
GIVEN the Communication sub-tab is connected to Microsoft Teams,
WHEN Microsoft Teams integration is enabled,
THEN the SMS communication and call data should be gathered and displayed automatically alongside manually added entries.
|
|
Leave a Reply
You must be logged in to post a comment.