Test Cases | Circle USP - UAT Test Guide

TEST-ACT Pending

Activities

Activity logging, timelines, attendees, real-time feed

4 tests

TEST-AUTH Pending

Authentication & Session Management

Login, logout, 2FA, OAuth, API key authentication

6 tests

TEST-CRM Pending

Companies

Company CRUD, bulk assign, import, locations, notes, documents

10 tests

TEST-CONTACTS Pending

Contacts

Contact CRUD, contact methods, detail views

5 tests

TEST-DASH Pending

Dashboard & Analytics

Sales activity dashboard, filtering, and data export

3 tests

TEST-ERR Pending

Error Handling & Edge Cases

Test cases for the Error Handling & Edge Cases module

4 tests

TEST-FILT Pending

Filtering & Saved Filters

Test cases for the Filtering & Saved Filters module

3 tests

TEST-CALC Pending

Financial Calculator

Test cases for the Financial Calculator module

3 tests

TEST-A11Y Pending

Keyboard Navigation & Accessibility

Test cases for the Keyboard Navigation & Accessibility module

3 tests

TEST-NOTIF Pending

Notifications & Real-Time Updates

In-app notifications and real-time list updates via SSE

2 tests

TEST-OPP Pending

Opportunities

Test cases for the Opportunities module

9 tests

TEST-PROP Pending

Proposals

Test cases for the Proposals module

8 tests

TEST-SRCH Pending

Search

Global cross-entity search

1 tests

TEST-SOL Pending

Solutions

Solution configurator, wares catalog, accessories, financials

15 tests

TEST-SYS Pending

System Administration

Test cases for the System Administration module

6 tests

TEST-TERR Pending

Territories

Test cases for the Territories module

2 tests

TEST-PROF Pending

User Profile & Settings

Test cases for the User Profile & Settings module

3 tests

TEST-WARE Pending

Wares Catalog ETL

Test cases for the Wares Catalog ETL module

1 tests

TEST-WDGT Pending

Widgets & Customization

Test cases for the Widgets & Customization module

2 tests

TEST-WF Pending

Workflow & Approvals

Proposal approval workflow and discount approval

2 tests