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Story 1.5.5.10. CRM. Application. Tab notes

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[ Content ] [ General info ] [ User story ] [ Visual design: ] [ Acceptance criteria ]

General info

The "Application" tab currently contains four sections: Primary, Client Brief, Personal, and Applications. An additional "Notes" tab should be added to allow users to add, edit, and delete notes related to the application. These notes should be retained when the application is transformed into a profile in the CRM. Furthermore, if the same user reapplies, their old notes should be displayed alongside the new application.

User story

As a CRM user,
I want to have a "Notes" tab in the Application section,
So that I can add, edit, and delete notes related to the application, and ensure the notes are transferred to the profile record in CRM when the application is processed. Additionally, the old notes should be visible if the user reapplies to the system.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=61149-37422&t=LlHxv1jCMxXICniQ-4

Acceptance criteria

01

Scenario: Displaying Notes tab
Given I am in the Application section,
When I view the application,
Then I should see the following tabs: Primary, Client Brief, Personal, Applications, and Notes.

image-20250203-081606.png

02

Scenario: Adding a new note
Given I am in the Notes tab,
When I click "Add Note",
Then I should be able to add a new note to the application.

03

Scenario: Editing an existing note
Given I have added a note in the Notes tab,
When I click "Edit" on an existing note,
Then I should be able to modify the content of the note.

04

Scenario: Deleting a note
Given I have added a note in the Notes tab,
When I click "Delete" on an existing note,
Then the note should be deleted from the application.

05

Scenario: Transferring notes to profile
Given the application has been transformed into a profile in the CRM,
When I view the profile,
Then the notes from the application should be transferred and visible in the profile record.

06

Scenario: Displaying old notes for re-applied candidates
Given a candidate has previously applied and is reapplying to the system,
When I view the new application,
Then I should see their old notes displayed alongside the new application.

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