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CRM TEST-CRM-008 UC: UC-3.8

Manage Company Locations

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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 and click the Locations tab
Locations tab loads showing existing locations (if any)
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2
Click Add Location on the Locations tab
A location form appears with fields for address, city, state, zip, country, and primary flag
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3
Fill in the location fields: Address (e.g., “123 Test St”), City (e.g., “Atlanta”), State (e.g., “GA”), Zip (e.g., “30301”), Country (e.g., “US”)
All fields accept input values
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4
Click Save to create the location
System creates the location record linked to the company
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5
Verify the new location appears on the Locations tab
Location is listed with the entered address details
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6
Click Edit on the newly created location and modify the City to a different value, then save
Location updates and the modified city is displayed
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7
Set the location as Primary by clicking the primary toggle/button
Location is marked as primary and indicated visually (e.g., badge or icon)
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8
Add a second location and verify both are listed, with the primary designation clearly indicated
Both locations display on the Locations tab. Primary location is visually distinguished
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Acceptance Criteria

← Import Companies from CSV Manage Company Notes →