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CONTACTS TEST-CONT-001 UC: UC-4.1

View Contacts List

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Prerequisites

  • User is logged in
  • User has data.sales.contacts.read permission

Test Credentials

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

Test Steps

# Action Expected Result Screenshot Result
1
Click Contacts in the CRM section of the left sidenav
Contacts list page loads
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2
Verify KPI widget cards display at the top of the page with contact summary metrics
KPI cards are visible above the contacts list
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3
Verify the action toolbar displays buttons for New Contact, Import, and Bulk Actions
Action toolbar renders with available action buttons
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4
Click the Table/Card view toggle and verify both views render correctly
View switches between table layout and card layout. Both display contact data
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5
Switch back to table view and verify sortable columns are present
Table view displays with sortable column headers (name, company, email, phone, etc.)
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6
Verify pagination controls are present at the bottom
Pagination controls display with page numbers and navigation arrows
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7
Verify the contacts displayed are scoped to your role (Sales Rep sees only own contacts; Admin sees all)
Contact list data matches the expected scope for your role
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Acceptance Criteria

Create a New Contact →