Content
General info
The "Primary" tab in the company edit mode allows users to add or modify key information about a company. Users can upload or change the company logo, edit the company name, select a parent company, define the company type, and select relevant industries. Additionally, users can manage contacts, job links, and company details such as phone numbers, emails, websites, and company size. The tab also includes functionality to manage multiple company addresses, mark one as the headquarter, and display these locations on a map, with a highlight on the headquarters. Users can save their changes or cancel them if needed.
User story
As a CRM user [Admin, BM, HoD, Consultant],
I want to add or edit company information in the "Primary" tab in edit mode,
So that I can ensure all relevant company details are accurate and up-to-date.
Visual design:
https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=20792-101066&t=xRJSbu9cxWxeYbuC-4
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Acceptance Criteria
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01
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Scenario: Editing Company Logo GIVEN I am in the "Primary" tab in edit mode, WHEN I upload a new company logo, THEN the logo should be updated immediately on the company profile.
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02
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Scenario: Editing Company Name GIVEN I am in the "Primary" tab in edit mode, WHEN I change the company name and save the changes, THEN the new name should be reflected throughout the CRM wherever the company name appears.
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03
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Scenario: Managing Parent Company GIVEN I am in the "Primary" tab in edit mode, WHEN I select a parent company from the dropdown list, THEN it should be saved and displayed as a parent company in the company details.
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04
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Scenario: Selecting Company Type GIVEN I am in the "Primary" tab in edit mode, WHEN I choose a company type from the dropdown list, THEN the selected type should be saved and displayed in the company details.
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05
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Scenario: Adding and Editing Industry GIVEN I am in the "Primary" tab in edit mode, WHEN I search for industries using the search box, THEN relevant suggestions should appear, AND I should be able to select multiple industries by checking checkboxes (mandatory field, at least one industry should be selected), AND they should be added to the company profile.
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06
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Scenario: Editing Rocken Contact Information GIVEN I am in the "Primary" tab in edit mode, WHEN I edit the Rocken contact information, THEN the changes should be saved and reflected in the company details NEW AND I should be able to select contacts from market that company from (CRM users in the list from the same country/market as a company)
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07
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Scenario: Adding a Job Link GIVEN I am in the "Primary" tab in edit mode, WHEN I add or edit a job link, THEN the updated link should be clickable and direct users to the specified job page.
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08
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Scenario: Managing Contact Information GIVEN I am in the "Primary" tab in edit mode, WHEN I edit the phone number, email, or website fields, THEN the new information should be saved and displayed in the company details.
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09
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Scenario: Managing Company Size GIVEN I am in the "Primary" tab in edit mode, WHEN I update the company size, THEN the change should be saved and displayed in the company details.
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10
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Scenario: Managing Company Headquarters and Addresses GIVEN I am in the "Primary" tab in edit mode, WHEN I add or edit company addresses,
, AND I should be able to mark one as the headquarter, AND it should be highlighted on the map AND market country field should be visible only for roles admin, BM, HoD, consultant, sales (market should be selected only once in creation mode)
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11
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Scenario: Adding a New Address GIVEN I am in the "Primary" tab in edit mode, WHEN I click the "Add Address" button, THEN a new address field should appear, AND I should be able to enter a new company address that will be added to the list and displayed on the map with the ability to select a country.
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12
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Scenario: Saving Edited Information GIVEN I am in the "Primary" tab in edit mode, WHEN I make any changes to the company information, THEN I should see a "Save Changes" button indicating the number of changes made, AND I can click it to save all changes, or click the "Cancel" button to discard them.
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