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CONTACTS TEST-CONT-003 UC: UC-4.3

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Prerequisites

  • User is logged in
  • User has data.sales.contacts.read permission
  • At least one contact exists within the user’s scope

Test Credentials

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

Test Steps

# Action Expected Result Screenshot Result
1
Navigate to the Contacts list via the CRM sidenav
Contacts list page loads with at least one contact visible
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2
Click a contact name in the list to open their detail view
Contact detail page loads
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3
Verify the header displays: avatar, name, title, email (clickable), phone (clickable), and a link to the associated company
Header section renders with contact identity, clickable email/phone, and company link
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4
Click the email address in the header and verify it opens a mail client or email action
Email link triggers a mailto action or equivalent
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5
Verify the contact methods section shows multiple phone numbers, emails, and other methods (if configured)
Contact methods section displays all registered communication methods
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6
Verify tab navigation is present with tabs: Notes, Opportunities, Proposals, Documents, Activities
All five tabs are visible in the tab navigation bar
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7
Click each tab one at a time and verify content loads
Each tab loads its content dynamically
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Acceptance Criteria

← Create a New Contact Edit a Contact →