Content
General info
The "Notes" sub-tab, located next to the Activities sub-tab, will display all notes related to the company, which are manually added from various sections within the CRM. Users will also have the ability to add new notes directly from this sub-tab. Clicking the "Add Note" button will open a modal with a text area and buttons to "Add" or "Cancel" the note. Once added, notes will appear at the bottom of the list and will be scrollable. Users will not have the ability to delete notes once they are added. Each note will include the text, the creator’s name, and the date and time the note was posted.
User story
As a CRM user,
I want to view and add notes related to a company in the Notes sub-tab,
So that I can keep track of important information and comments, while ensuring all notes are permanently recorded.
Visual design:
Acceptance criteria |
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01 |
Scenario 1: Display of Notes Given I am viewing the Notes sub-tab in the Company View Page, |
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Scenario 2: Adding a Note Given I am viewing the Notes sub-tab, |
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Scenario 3: Confirming a New Note Given I have entered text in the note’s text area in the modal, |
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Scenario 4: Canceling Note Creation Given I have opened the "Add Note" modal, |
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Scenario 5: Scrollable Notes List Given there are more notes in the Notes sub-tab than can be displayed on the screen, |
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Scenario 6: Restricting Note Deletion Given I am viewing the Notes sub-tab, |
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Scenario 7: Persisting Notes from Different Sections Given I have added notes from different sections of the CRM (e.g. from changing status of the company), |

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