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EspoCRM Test Plan

1. Authentication Module

1.1 Login Functionality

  • Verify successful login with valid credentials.
  • Verify login failure with invalid username.
  • Verify login failure with invalid password.
  • Verify login failure with empty fields.
  • Verify "Remember Me" functionality.
  • Check for SQL injection or basic security vulnerabilities in input fields.

1.2 Logout Functionality

  • Verify successful logout from the application.
  • Verify redirection to the login page after logout.
  • Verify session termination (back button should not work after logout).

2. General Navigation

2.1 Navigation Menu

  • Verify existence of main navigation bar.
  • Verify all menu items are clickable and lead to correct routes.
  • Verify active state of the selected menu item.

3. Accounts Module

3.1 List View

  • Verify "Accounts" list loads correctly.
  • Verify pagination works (if applicable).
  • Verify sorting by different columns (Name, Website, etc.).

3.2 Create Account

  • Verify "Create Account" button opens the creation form.
  • Verify successful creation of an account with mandatory fields.
  • Verify validation for missing mandatory fields.
  • Verify cancelling the creation process.

3.3 Edit/Delete Account

  • Verify editing an existing account details.
  • Verify deleting an account and ensuring it is removed from the list.

4. Contacts Module

4.1 List View

  • Verify "Contacts" list loads correctly.
  • Verify filtering contacts (e.g., by Account).

4.2 Create Contact

  • Verify "Create Contact" button opens the form.
  • Verify linking a Contact to an Account during creation.
  • Verify successful creation with valid data.

4.3 Edit/Delete Contact

  • Verify updating contact information (e.g., phone, email).
  • Verify deleting a contact.