Post on 18-Aug-2020
transcript
SugarCRM
Functional Requirements
Version 2.5
Table of Contents
Table of Contents 2 1. Project Overview 3 2. Document Acceptance and Sign-off 4 3. Login 5
3.1 GLOBAL NAVIGATION 5 3.2 BOTTOM NAVIGATION 5 3.3 LOGIN 6 3.4 HOME 7 3.5 ACTIVITIES ERROR! BOOKMARK NOT DEFINED. 3.6 CONTACT 17
Project Overview
SugarCRM is a web-enabled system for managing sales and customer service
teams. SugarCRM gives your organization the power to manage sales, marketing and
service information all in one place. Executives and managers can view sales activities
and reports at a glance. Salespeople can access assigned leads and opportunities from
home, the office, or while on the road. Service personnel can easily track customer
requests from start to finish. With web-based CRM, your employees will always be just a
click away from key information needed to close sales and ensure customer satisfaction.
1. Document Acceptance and Sign-off
Print Name
Signature
(only if accepting document)
Date
Initials
(only if not accepting
document and attaching
modifications)
LOB Project Manager
2. Login
2.1 Global Navigation MOCKUP
Page Elements
Element Type Location Action
My Account Link Page body Navigates to My Account Page
Admin Link Page body Navigates to Admin Page
Logout Link Page body Navigates to Login page
About Link Page body Navigates about SugarCRM
page
Home Tab Page body Navigates to Home page
My portal Tab Page body Navigates to My portal page
Calendar Tab Page body Navigates to Calendar page
Activities Tab Page body Navigates to Activities page
Contacts Tab Page body Navigates to Contacts page
Accounts Tab Page body Navigates to Accounts page
Leads Tab Page body Navigates to Leads page
Opportunities Tab Page body Navigates to Opportunities
page
Cases Tab Page body Navigates to Cases page
Bug tracker Tab Page body Navigates to Bug tracker page
RSS Tab Page body Navigates to RSS page
Dashboard Tab Page body Navigates to Dashboard page
Email Tab Page body Navigates to Email page
2.2 Bottom Navigation- MOCKUP
Note : All the links will work according to section 3.1
2.3 Login- MOCKUP
Global Navigation
Standard See Section 3.1
Page Elements
Element Type Location Condition Action
User
Name
Text
Field
Page -Mandatory field
-Alpha numeric
charecters
-Special -charecters
are not allowd
-Only _ and .
allowed
-Min : 6
-Max : 10
Password Text
Field
Page -Mandatory field
-Alpha numeric
charecters
-Special -charecters
are not allowd
-Only _ and .
allowed
-Min : 8
-Max : 10
Login Button Page Destination page is
Home page
Theme Combo
box
Page Optional or select
any item from the list
Language Combo
box
Page Optional or select
any item from the list
Options Link Page If user selects it will
show Theme,
Language
Please find template
themes documents
under share poinnt
CR_TEMP_MOCKS_
THEMES section
Page Rules
Field Validation Error Message
Login or password Empty or wrong You must specify a
valid username and
password.
2.4 Home
2.5 Accounts module
2.5.1 Create Account mockup
Global Navigation
Standard See Section 3.1
Page Title
Accounts: Home
Page Elements
Element Type Location Condition Action
Account
Name
Text Field Page Mandatory
field
Will allow all
charecters
Min: 5
Max: 10
Website Text Field Page URL format
http://
Ticker
Symbol
Text Field Page Min: 8
Max:10
Member of Text Field Page Disabled,
Select from
accounts list
page
Change Button Page Select account
from account
list
Navigates
Account list page
Employees Text Field Page Min: 5
Max:9
Ownership Text Field Page Min: 6
Max:9
Industry Combo
Box
Page Select any
item from the
combo box
Type Combo
Box
Page Select any
item from the
combo box
Assigned to Combo
Box
Page Select any
item from the
combo box
Phone Text Field Page Digits only
(10)
Fax Text Field Page Digits only
(10)
Other Phone Text Field Page Digits only
(10)
Email Text Field Page Email Format
Other Email Text Field Page Email Format
Rating Text Field Page Any number
Min: 7
Max:9
SIC Code Text Field Page Any number
Annual
Revenue
Text Field Page Digits only
Billing
Address
Multi Line
Text Field
Page Alphanumeric
Min: 25
Max:30
City Text Field Page Alphanumeric
Min: 25
Max:35
State Text Field Page Alphanumeric
Min: 25
Max:30
Postal code Text Field Page 6 digits only
Country Text Field Page Alphanumeric
Shipping
Address
Multi Line
Text Field
Page Alphanumeric
City Text Field Page Alphanumeric
Min: 2
Max:30
State Text Field Page Alphanumeric
Min: 2
Max:30
Postal code Text Field Page 6 digits only
Country Text Field Page Alphanumeric
Min: 5
Max:30
Description Multi Line
Text Field
Page Alphanumeric
Min: 25
Max:30
Save Button Page Links to
‘Accounts:
<Account Name>’
Page
Cancel Button Page Links to
‘Accounts: Home’
Page
Page Rules
Field Validation Error Message
Account Name Empty Missing Required
Fields: <Last Name>
2.5.2 Verify Account
Global Navigation
Standard See Section 3.1.
Page Title
Accounts: <Account Name>
Page Elements
Element Type Location Condition Action
Edit Button Page Min: 5
Max:30
Alpha
numeric
Links to
Accounts:
<Account
Name> Page
& allow all
modifications
Duplicate Button Page Links to
Accounts
<Account
Name> Page
& allow all
modifications
Delete Button Page Are you sure
you want to
delete this
record?
Dialog Box
will display,
then it will
navigate to
Account list
Note: All entered fields in Create Account page will appear in this page.
2.5.3 Account List
Note: Display all database available accounts list
Global Navigation
Standard See Section 3.1.
Page Title
Accounts List
Page Elements
Element Type Location Condition Action
Account
Name
Static Text Table
heading
Table items
should
display either
Ascending
(or)
Descending
order.
City Static Text Table
heading
Table items
should
display either
Ascending
(or)
Descending
order.
Phone Static Text Table
heading
Table items
should
display either
Ascending
(or)
Descending
order.
User Static Text Table
heading
Table items
should
display either
Ascending
(or)
Descending
order.
2.5.4 Features
1) Basic Search
Basic Search allows Account Name, City, Website, Phone Fields and it accepts the same
characters of the Create Account page.
Search Button Page Shows the search
result in Account
List
Clear Button Page Clear all the fields
of basic search.
2) Advanced Search
Advanced Search allows in all the above fields and it accepts the same characters of the
Create Account page.
Search Button Page Shows the search
result in Account
List
Clear Button Page Clear all the fields
of basic search.
3) Bread Crumb links
Last Viewed Bread Crumb shows the entire list what we have seen previously
4) Bottom links
The entire bottom Links navigates to proper pages refers tab links.
5) Quick Account
This feature is used to create quick account and allows it create account page validations.
6) Pagination
Pagination should in the above format
7) Logout
It navigates to Login page
8) Export
Select required accounts check boxes and press on Export then it will create xls format
Accounts
2.6 Contact
2.6.1 Create Contact
Global Navigation
Standard See Section 3.1.
Page Title
Contacts: Home
Page Elements
Element Type Location Condition Action
First Name Combo box
& Text Field
Page Left Text Field
Min: 5
Max:30
Last Name Text Field Page Left Mandatory,
Min: 5
Max:30
Agent Name Text Field Page Disabled,
Select from
accounts list
page
Change Button Page Select account
from account
list
Navigates
Account
list page
Lead Source Combo Box Page Left Select any item
from the list
Title Text Field Page Left Any Character
Min: 5
Max:30
Department Text Field Page Left Any Character
Birth Date Text Field,
calendar icon
Page Left Can select from
calendar
Reports to Text Field Page Disabled,
Select from
accounts list
page
Change Button Page Select account
from account
list
Navigates
Account
list page
Do not Call Check Box Page Left ON/OFF
Assigned To Combo Box Page Left Select any item
from the list
Office Phone Text Field Page Right Allows digits
only (10)
Mobile Text Field Page Right Allows digits
only (10)
Home Text Field Page Right Allows digits
only (10)
Other Phone Text Field Page Right Allows digits
only (10)
Fax Text Field Page Right Allows digits
only (10)
Email Text Field Page Right
Other Email Text Field Page Right Email Format
Assistant Text Field Page Right
Assistant
Phone
Text Field Page Right Allows digits
only (10)
Email opt out Check box Page Right ON/OFF
Primary Multi line Page Left
Address Text Field
City Text Field Page Left Alphanumeric
State Text Field Page Left Alphanumeric
Postal Code Text Field Page Left Allows digits
only (6 digits)
Country Text Field Page Left Alphanumeric
Other
Address
Multi line
Text Field
Page Right Alphanumeric
City Text Field Page Right Alphanumeric
State Text Field Page Right Alphanumeric
Postal code Text Field Page Right Allows digits
only (6 digits)
Country Text Field Page Right Alphanumeric
Description Multi line
Text Field
Page Left Alphanumeric
Portal Name Text Field Page Left Alphanumeric
Portal Active Check Box Page Right ON/OFF
Save Button Page Top Links to
Contacts:
<Last
Name>
Page
Cancel Button Page top Links to
Contacts:
Home Page
Page Rules
Field Validation Error Message
Last Name Empty Missing Required
Fields: <Last Name>
2.6.2 Verify Contact
Global Navigation
Standard See Section 3.1.
Page Title
Contacts: <Contact Name>
Page Elements
Element Type Location Condition Action
Edit Button Page Links to
Contacts:
<Contacts
Name> Page
& allow all
modifications
Duplicate Button Page Links to
Contacts:
<Contacts
Name> Page
& allow all
modifications
Delete Button Page Are you sure
you want to
delete this
record?
Dialog Box
will display,
then it will
navigate to
Contacts list
Note: All entered fields in Create Contact page will appear in this page.
2.6.3 Contact List
Note: Display all database available contacts list
Global Navigation
Standard See Section 3.1.
Page Title
Contact List
Page Elements
Element Type Location Condition Action
Name Static Text Table
heading
Table items
should
display either
Ascending
(or)
Descending
order.
Title Static Text Table
heading
Table items
should
display either
Ascending
(or)
Descending
order.
Account name Static Text Table
heading
Table items
should
display either
Ascending
(or)
Descending
order.
Phone Static Text Table
heading
Table items
should
display either
Ascending
(or)
Descending
order.
User Static Text Table
heading
Table items
should
display either
Ascending
(or)
Descending
order.
2.6.4 Features
1) Basic Search
Basic Search allows First Name, Last Name, Account Name Fields and it accepts the same
characters of the Create Account page.
Search Button Page Shows the search
result in Contact
List
Clear Button Page Clear all the fields
of basic search.
2) Advanced Search
Advanced Search allows in all the above fields and it accepts the same characters of the
Create Contact page.
Search Button Page Shows the search
result in Contact
List
Clear Button Page Clear all the fields
of basic search.
3) Bread Crumb links
L
ast Viewed Bread Crumb shows the entire list what we have seen previously
4) Bottom links
The entire bottom Links navigates to proper pages refers tab links.
5) Quick Contact
This feature is used to create quick Contact and allows it create Contact page
validations.
6) Pagination
Pagination should in the above format
7) Logout
It navigates to Login page
8) Export
Select required contacts check boxes and press on Export then it will create xls format
Contacts
2.7 Cases
2.7.1 Create Case
2.7.2 Verify Case
2.7.3 Case List
2.7.4 Features
2.8 Opportunities
2.8.1 Create Opportunities
2.8.2 Verify Opportunities
2.8.3 Opportunities List
2.8.4 Features
2.9 Schedule Calls
2.9.1 Create Call
2.9.2 Verify Call
2.9.3 Call List
2.9.4 Features
2.10 Schedule Meetings
2.10.1 Create meeting
2.10.2 Verify meeting
2.10.3 Meeting List
2.10.4 Features