Content
General info
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Any CRM user can create a company
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Staff - an employee of the company. Each employee is included in the department. Not all companies have a company staff (not mandatory).
* (to do) The plan is to make the staff manage some specific companies. -
* (to do) Company login
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Client status/level shows how we are working with the company.
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Recken contact (in the new system - sales/account manager) is responsible for interaction with the company.
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Sales and account managers have the same functionality in the system.
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SPOC (single point of contact) - a team responsible for company interaction (for now it’s not used in the system).
Epics:
- Epic 1.1.1. CRM. Company list view
- Epic 1.1.2. CRM. Company view mode
- Epic 1.1.3. CRM. Company edit mode
- (OOS) Epic 1.1.4. Interview questions list builder
- Epic 1.1.5. CRM. Company creation mode
Task from Jira:
Develop the pages for Companies:
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List view
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Company page
List view details:
https://local.company.rocken.io/companies/index - list of companies as it is now
Default sorting to be by status Active
Filtering in the table is removed, but the search and filtering on the side remain as are
P.S. for the BE: companies whose contact is a member of the Content Management team, are hidden and can be viewed by a new filter.
DO NOT display the new functionality as it is in design (KT, Job Model, Application), the columns in the list view are going to be completed in design.
Prime contact exists in the system now as well, here is added to the display in the list view
Action buttons on the right side of the table are the same as they are now (merge, edit, delete)
Filters that open by the button are the same as they are now:
Company page:
https://local.company.rocken.io/companies/view/53348 - company page as is now
Edit mode: https://local.company.rocken.io/companies/update/53348
Header section
Changed the outlay of the elements on the page, the information we currently have is presented as is, and new points are added to the top:
Main Info section
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There are 3 statuses left: New, Active, and Inactive. Comments can be left for the change of Status. [Unfinished to be merged with New]
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Note, that “Cooperation Status” is not yet approved, so you can leave the place (title and selector for KT), the rest will be updated after 10.05.23
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“Job Model” supposes the selection of Succession Fee, PaaS, and Mandate. Only a single selection is possible (not multi-select). Every selection allows to put in the contract (fee, payments data) according to design.
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“Application by” allows selecting as is now Download or Email. If Email is selected, then regular Processes are lead for the vacancies of this company (vacancies inherit this selection), and a comment can be left for the selection. If Download is selected, then the user can save the links and access information where the application is supposed to be sent, with a comment. Only a single selection of application models is possible (not multi-select).
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“Description” of the company + Benefits are displayed in a separate tab, but remain the same as they are, according to the design.
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“Staff” is displayed in a separate tab. New: Select a primary contact, commenting on the contact. Selecting among the set of #s for the comment must be added:
Note, that contacts don’t exist outside of the company and can be added only as new and not selected:
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Vacancies obtain the same functionality as they have now, but are displayed in a tab according to the design.
Updates side section
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”Activity” must track all the changes in the profile of the company: editing the statuses, models, description, etc.
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“Notes” and “Attachments” are as are now, but moved to a new place.
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“Communication” must track the event by clicking on the phone number or email in the contacts (Staff) of the company. The consultants are using corporate Teams for performing the communication.
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“Rocked” are the vacancies of the taken company in the status “Rocked”.
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