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