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CONTACTS TEST-CONT-005 UC: UC-4.5

Manage Contact Methods

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Prerequisites

  • User is logged in
  • User has data.sales.contacts.update permission
  • A 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 a contact’s detail view by clicking their name in the Contacts list
Contact detail page loads showing existing contact methods
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2
Click to add a contact method (e.g., add an additional phone number, email, or LinkedIn profile)
A form or input appears for entering the new contact method type and value
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3
Enter the contact method details (e.g., type: Mobile Phone, value: 555-123-4567) and save
System creates the contact method record and it appears in the contact methods section
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4
Click Edit on the newly created contact method, modify the value, and save
Contact method updates and the modified value is displayed
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5
Click Set as Primary on a contact method
The selected method is marked as primary and visually indicated (e.g., badge, icon, or label)
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6
Add another contact method of the same type (e.g., a second email) and verify both are listed with the primary designation clear
Both methods display. Primary method is visually distinguished from the non-primary one
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7
Click Delete on a non-primary contact method and verify it is removed
Contact method is removed from the list
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Acceptance Criteria

← Edit a Contact