SALESXPRESS - TEST CASE 8

TEST CASE STEPS:

  1. Open existing Home Selection record (or create a new one)
  2. Navigate to the Buyer Contract tab
  3. Expand the UDF XDF Input section
  4. Add a value to each of the XDF types
  5. Add a value to each of the UDF types
  6. Edit and Delete a XDF
  7. Edit and Delete a UDF
  8. Expand the Notes section
  9. Add a Notes entry
  10. Edit a Notes entry
  11. Delete a Notes entry

EXPECTED RESULTS:

  1. Tester can add, edit, & delete XDF
  2. Tester can add, edit, & delete UDF
  3. Tester can add, edit, & delete Notes

Below is the DATA seen while executing testing:

  1. User Defined Field (UDF)
  2. Extra Defined Field (XDF)
  3. Memo Field

See attached for DATA ITEMS specific to your Region/Business Unit:

E.g., Community = 51919.41 PORT AND MILL

14:50 - Custom Fields

 

Job function Sales Administrator, Area Sales Managers
Summary This test is to confirm the UDF, XDF & Notes functionality in the Sales Agent Portal
Pre-Conditions Home Selection exists; Prospects created in SX, Login Credentials; UDF& XDF defined;