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CRM TEST-CRM-009 UC: UC-3.9

Manage Company Notes

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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 Notes tab
Notes tab loads showing existing notes (if any)
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2
Click Add Note on the Notes tab
A text input area appears for entering note content
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3
Type a note (e.g., “UAT test note - verifying note creation functionality”) and click Save
System creates the note linked to the company
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4
Verify the note appears in the Notes tab with author name, timestamp, and a pin/unpin option
Note displays with author, timestamp, and pin controls
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5
Click Pin on the note
Note is pinned and appears at the top of the notes list
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6
Add a second note and verify the pinned note remains at the top
New note appears below the pinned note. Pinned note retains its top position
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7
Click Edit on the first note you created, modify the text, and save
Note text is updated and the changes persist
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8
Click Unpin on the pinned note and verify it returns to chronological order
Note is unpinned and notes display in chronological order
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Acceptance Criteria

← Manage Company Locations Manage Company Documents →