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CRM TEST-CRM-004 UC: UC-3.4

Edit a Company

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Prerequisites

  • User is logged in
  • User has data.sales.companies.update permission
  • A 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 a company’s detail view by clicking its name in the Companies list
Company detail page loads
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2
Click the Edit button on the company detail view
System opens the company edit dialog with current field values pre-populated
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3
Modify one or more fields (e.g., change the Phone number or update the Industry)
Fields accept the modified values
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4
Click Save to submit the changes
System validates the input and updates the company record
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5
Verify the company detail view refreshes and displays the updated values
Updated fields reflect the new values on the company detail page
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6
Verify the audit trail records the change (check activity log if available)
Audit trail shows a record of the edit with timestamp and user
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Acceptance Criteria

← View Company Detail Delete a Company →