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ACT TEST-ACT-001 UC: UC-5.1

Log an Activity

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Prerequisites

  • User is logged in
  • At least one company, contact, or opportunity exists in the system

Test Credentials

Role: Sales Rep
Email: s.wallace.test@circlemsp.com
Password: MyPassw0rd123!

Test Steps

# Action Expected Result Screenshot Result
1
Navigate to a Company Detail page (or Contact Detail, Opportunity Detail, or Activities Dashboard)
The detail page loads with tabs and action buttons visible
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2
Click the Log Activity button
System opens the activity form dialog
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3
Select the activity type Call from the type selector
Form fields update to show Call-specific fields: Result, Outcome, Duration, Notes
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4
Fill in the Result field (e.g., ‘Connected’), Outcome (e.g., ‘Scheduled follow-up’), Duration (e.g., ‘15 min’), and Notes (e.g., ‘Discussed renewal timeline’)
All fields accept input without errors
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5
Click Submit to save the activity
System creates the activity record and closes the form dialog
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6
Verify the new activity appears in the Activities timeline on the current entity’s detail page
Activity shows in the timeline with correct type, result, outcome, and timestamp
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7
Repeat the process selecting Meeting as the type and verify the form shows: Outcome, Attendees, Notes
Meeting-specific fields display correctly
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8
Repeat the process selecting Task as the type and verify the form shows: Due Date, Assignee, Description
Task-specific fields display correctly
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Acceptance Criteria

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