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EspoCRM Detailed Test Cases

1. Authentication Module

ID Title Preconditions Steps Expected Result
TC001 Verify successful login User is on Login Page 1. Enter valid username (e.g., 'admin').
2. Enter valid password (e.g., 'password').
3. Click 'Login' button.
User is redirected to the Dashboard/Home page. Navigation menu is visible.
TC002 Verify login failure (Invalid Credentials) User is on Login Page 1. Enter invalid username or password.
2. Click 'Login' button.
Error message displayed. User remains on Login Page.
TC003 Verify login failure (Empty Fields) User is on Login Page 1. Leave username and password empty.
2. Click 'Login' button.
Validation error or message indicating fields are required.
TC004 Verify logout functionality User is logged in 1. Click on User Profile menu (top right).
2. Click 'Logout'.
User is redirected to the Login Page. Browser back button does not return to logged-in session.

2. General Navigation

ID Title Preconditions Steps Expected Result
TC005 Verify Navigation Menu Items User is logged in 1. Observe the side/top navigation bar. Menu contains items: Accounts, Contacts, Leads, Opportunities, Cases, etc.
TC006 Verify Menu Navigation User is logged in 1. Click on 'Accounts'.
2. Click on 'Contacts'.
Application navigates to the respective list views. URL updates accordingly (e.g., /#Account, /#Contact).

3. Accounts Module

ID Title Preconditions Steps Expected Result
TC007 Create New Account User is on Accounts List 1. Click 'Create Account' button.
2. Enter 'Name' (e.g., 'Test Corp').
3. Enter 'Email' (optional).
4. Click 'Save'.
Account is created. User is redirected to the Account Detail view. Success message appears.
TC008 Verify Account in List Account 'Test Corp' exists 1. Navigate to Accounts List.
2. Search for 'Test Corp'.
'Test Corp' appears in the list.
TC009 Edit Account User is on Account Detail 1. Click 'Edit' button.
2. Change Name to 'Test Corp Updated'.
3. Click 'Save'.
Account name is updated to 'Test Corp Updated'. Changes reflected in Detail and List views.
TC010 Delete Account User is on Account Detail 1. Click 'Actions' dropdown (three dots).
2. Select 'Remove' or 'Delete'.
3. Confirm confirmation dialog.
Account is deleted. User redirected to Accounts List. Account no longer appears in search.

4. Contacts Module

ID Title Preconditions Steps Expected Result
TC011 Create New Contact User is on Contacts List 1. Click 'Create Contact' button.
2. Enter 'First Name', 'Last Name'.
3. Link to an existing Account (e.g., 'Test Corp').
4. Click 'Save'.
Contact is created. Linked Account name is visible in the detail view.
TC012 Filter Contacts Multiple contacts exist 1. Navigate to Contacts List.
2. Use filter input to search by Name.
Only contacts matching the search criteria are displayed.
TC013 Edit Contact User is on Contact Detail 1. Click 'Edit'.
2. Update 'Email' field.
3. Click 'Save'.
Email is updated successfully.
TC014 Delete Contact User is on Contact Detail 1. Click 'Actions' dropdown.
2. Select 'Remove'.
3. Confirm.
Contact is deleted and removed from the list.