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Story 1.0.3.2. CRM. Email Attachment Support for Different Locales

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[ Content ] [ General info ] [ User story ] [ Template: ] [ Acceptance Criteria ]

General info

The CRM system will be enhanced to support localized attachments for emails. This feature will enable CRM users to send language-specific PDF attachments based on the recipient’s preferred locale. By implementing this, the CRM ensures that recipients receive relevant and localized information, improving the clarity and effectiveness of communication. Users will be able to upload and manage multiple attachments, each associated with a specific language or locale, within the email template settings. Additionally, default attachments will be available for unsupported locales, and preview options will allow users to verify the correct attachment before sending.

User story

As a CRM user,
I want to be able to attach different PDF files to emails based on the recipient’s language or locale,
So that I can send appropriate, localized content to recipients in their preferred language, ensuring clear and effective communication.


RT-4533
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Получение подробных данных проблемы…
СТАТУС

Template:

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Acceptance Criteria

01

Scenario: Selecting Attachments Based on Locale
Given I am composing an email
When I select a recipient’s language or locale
Then the system should automatically attach the appropriate PDF file for that language.

02

Scenario: Ability to Upload Language-Specific Attachments
Given I am configuring email templates in the CRM
When I add attachments
Then I should be able to upload multiple PDF files, each tagged for a specific language or locale (e.g., English, German, French).

03

Scenario: Sending Emails with Locale-Specific Attachments
Given I have selected a recipient’s language
When I send the email
Then the system should include the corresponding localized PDF attachment based on the recipient’s selected language.

04

Scenario: Error Handling for Missing Locale Attachments
Given I am sending an email to a recipient with a specific locale
When no attachment is available for that language
Then the system should notify me to upload the missing PDF file before sending the email.

05

Scenario: Default Attachment for Unsupported Locales
Given I am sending an email to a recipient with a locale that does not have a specific attachment
When I attempt to send the email
Then the system should attach a default PDF file (if configured) or proceed without an attachment.

06

Scenario: Viewing Available Attachments for Locales
Given I am in the email configuration settings
When I view the list of uploaded attachments
Then I should see each PDF file labeled with its associated language or locale.

07

Scenario: Updating Attachments for Specific Locales
Given I need to replace or update an attachment
When I upload a new PDF file for a specific language or locale
Then the system should replace the old file with the new one and notify me of the successful update.

08

Scenario: Previewing Locale-Specific Attachments
Given I am composing an email
When I select a specific locale
Then I should have the option to preview the attachment that will be sent for that language to ensure accuracy.

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