Notes after showcase of new CRM architecture

Priority 1: Critical Functional Changes & System Adjustments

“Guarantee” and “Remuneration” cannot be edited at the moment, but we need this functionality.
“Work History” should display the number of years of experience to date and what the person wants to do.
Merge “Idea for Collaboration,” “No-Go’s,” “Particular Needs,” and “Process” into a single “Additional Notes” form or add them separately as needed.
Add language selection to the order.
If you need to update something on the page, you need to find it in the edit mode. Add the ability to quick edit directly on the page.
The “Matching” tab is not considered effective because people work in two windows and always have candidates open for certain requests.
All processes associated with this company should be linked in the processes view.
On the vacancy page, show the percentage of rejected vacancies for this company, and ideally, display the reason for these rejections.

By default, display the link, login, and password for the company.
The sales manager field should default to the current account.
“Technology” essentially means hard skills—what the company does and what technologies it uses. Replace the name of this field.
There should be a function to hide the salary.
Team size should have a default value when it is unknown.
Categories – there should never be more than 3 categories. Usually, it ends up being something like “Java”. There is no need to add duplicate or similar categories.
The most important feature on the vacancy page is the “Processes” tab – used daily.
The “Processes” page is also popular and often used for matching.

Removing modal windows upon order creation.
The search for companies should match the exact starting letters.
“Important Human” is a placeholder for soft skills.
Change status immediately from “New” to “Active”.
The rocket icon indicates sending a request to the candidate or initiating a process with the candidate.
Clarify the checkboxes during the process creation – “Don’t send” and “Emphasize email” contradict each other.
In the email, emphasize the text added during the process creation in the special text area.
Display all orders by company name when creating a process.
In chat, separate read and unread messages, completed and ongoing conversations.
On the order page, clarify how to write or communicate with the team.
There are separate order chats and process chats. Orders involve communication with the team, while processes involve communication with the candidate.
The most important information is the vacancy description on the vacancy page. Move the vacancy description higher.
Ability to write messages without the candidate seeing them.

“Idea for Collaboration” – how they want to communicate with us.
Timeline on the vacancy page – what is it and how to use it? Order deadline.
People usually search for processes by company name, while processes within a tab are viewed less frequently. Understand how to use this feature.

Choose the team, select a recruiter.
It would be good to select the recruiter category first, which can be derived from the order’s category.
Status should default to “In Progress”.
Replace status with “Active”.
An order can have multiple vacancies.
You can create a vacancy and publication from the preview.
Too much scrolling; hide unnecessary information using an accordion structure.

Order field should provide better suggestions when searching for an order.
Industry suggestions should come from the company.
Why duplicate order information in the vacancy?
Make CRM more general, applicable to all professional categories without focusing only on IT.
Location suggestions from Google Maps – a good idea.
“Full-Time” and “Permanent” are essentially the same.
Education selection has too many options. For example, those with a Bachelor’s often have a Master’s. Automate dependencies. Consider a better hierarchy.
Workload, permanent, and full-time should be grouped together, and workload should be discrete.
Do we need age in the vacancy? Should we show it, and is there a need to filter people based on age?
Category field.
Introduction should include a video preview so people don’t leave the vacancy page and can view information about the company directly.
You can have multiple orders or vacancies within an order, but the skills will always be the same. Pull skills from the original order into the vacancy.
Upon order creation, then the status changes.
Too many slides/steps in the creation process; make it as short as possible.
Change status immediately from “New” to “Active”.