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CRM TEST-CRM-003 UC: UC-3.3

View Company Detail

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Prerequisites

  • User is logged in
  • User has data.sales.companies.read permission
  • At least one company 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 Companies list via the CRM sidenav
Companies list page loads with at least one company visible
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2
Click a company name in the list to open its detail view
Company detail page loads
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3
Verify the header displays: company avatar, name, location, ERP number, and quick contact links
Header section renders with company identity information and quick action links
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4
Verify metadata displays: Account Manager, Sales Rep, Pipeline Value, Open Opportunities, Active Proposals
Metadata section shows key business metrics and assignments
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5
Verify tab navigation is present with tabs: Overview, Opportunities, Contacts, Proposals, Documents, Locations, Notes, Activities, UCC Filings
All nine tabs are visible in the tab navigation bar
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6
Click each tab one at a time and verify content loads via HTMX
Each tab loads its content dynamically without a full page reload
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7
Verify the Overview tab displays a summary of company information
Overview tab shows a consolidated view of company details, recent activity, and key metrics
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Acceptance Criteria

← Create a New Company Edit a Company →