Story 1.4.2.23. CRM. Profile view mode. Preferred Way of Communication

Content

General info

The CRM system should be updated to integrate the "Preferred Way of Communication" field from Rocken Talent. This allows CRM users, such as employees and consultants, to view the candidate’s communication preferences and communicate with them using their preferred methods.

User story

As a CRM user
I want to see and use the candidate’s preferred communication method
So that I can communicate with them in the most effective and preferred manner.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=45500-310142&t=Uo3e2LrdMgIfciWo-4 (maybe design should be changed to a profile page)

Acceptance criteria

01

Scenario: Display of Preferred Communication Method in CRM
Given the CRM user is viewing a candidate’s profile
When the profile is displayed
Then the preferred communication method (Email, SMS, Telephone) should be visible in the candidate’s details under "Preferred Way of Communication."

Should be changed to Profile page:

image-20241011-062231.png

02

Scenario: Communication via Preferred Method
Given the CRM user wants to contact a candidate
When they choose the preferred method of communication
Then the communication should initiate using the selected method (e.g., email or SMS).

03

Scenario: Filtering Candidates by Preferred Communication Method
Given the CRM user is searching for candidates
When they apply a filter based on the communication method
Then the system should display only those candidates who have selected that particular method as their preferred way of communication.

04

Scenario: Visibility of Communication Preferences
Given the CRM user is viewing a list of candidates
When they open the detailed profile view
Then the candidate’s preferred communication methods should be displayed prominently for easy reference.

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