Difference between revisions of "Contacts Tests"
(New page: __TOC__ ==Assign/Unassign Contacts== '''Action''' Login as DemoSalesRep1 in CRMSFA Go to Contacts > My Contacts '''Result''' "Demo Contact 2" should be visible as one of "My Contacts"...) |
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| Line 34: | Line 34: | ||
Demo Contact 2 should no longer show up for DemoSalesManager | Demo Contact 2 should no longer show up for DemoSalesManager | ||
DemoSalesRep1 should still have Demo Contact 2 on his My Contacts list | DemoSalesRep1 should still have Demo Contact 2 on his My Contacts list | ||
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| + | '''Action''' | ||
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| + | As DemoSalesManager, click on [Deactivate] for Demo Contact 2 | ||
| + | |||
| + | '''Result''' | ||
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| + | You should see a red message saying that this contact has been deactivated with the date and time that it was deactivated. The buttons for [Assign to Me] and [Deactivate] should no longer be visible. | ||
Latest revision as of 17:16, 19 March 2008
Contents
Assign/Unassign Contacts
Action
Login as DemoSalesRep1 in CRMSFA Go to Contacts > My Contacts
Result
"Demo Contact 2" should be visible as one of "My Contacts"
Action
Login (on a separate screen) as DemoSalesManager Go to Contacts > Find Contacts Enter "Demo" as first name Click on "Demo Contact 2" Click on [Assign to Me] Click on [My Contacts]
Result
Demo Contact 2 should now show up for DemoSalesManager Verify that DemoSalesRep1 still has Demo Contact 2 on his My Contacts list
Action
As DemoSalesManger, click on [Unassign] for Demo Contact 2
Result
Demo Contact 2 should no longer show up for DemoSalesManager DemoSalesRep1 should still have Demo Contact 2 on his My Contacts list
Action
As DemoSalesManager, click on [Deactivate] for Demo Contact 2
Result
You should see a red message saying that this contact has been deactivated with the date and time that it was deactivated. The buttons for [Assign to Me] and [Deactivate] should no longer be visible.
