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SRCH TEST-SRCH-001 UC: UC-13.1

Global Search

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Prerequisites

  • User is logged in
  • At least one company, contact, opportunity, and proposal exist in the system

Test Credentials

Role: Sales Rep
Email: s.wallace.test@circlemsp.com
Password: MyPassw0rd123!

Test Steps

# Action Expected Result Screenshot Result
1
Click the search button in the header (or press Ctrl+K)
Search input becomes focused and ready to accept input
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2
Verify the search input is focused and displays a placeholder or prompt
Search input is active with cursor blinking, ready for query entry
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3
Type a known company name into the search field
Results begin populating as you type, showing matches across entity types
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4
Verify results display in a quick-view panel, categorized by entity type: Companies, Contacts, Opportunities, Proposals
Quick-view panel shows results grouped by entity type with relevant details for each match
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5
Click on a result from the search panel
Browser navigates to the detail page of the selected entity
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6
Navigate back and repeat the search to verify results are scoped to your role’s data visibility
Results only include records the current user has permission to view based on their role
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Acceptance Criteria