Checklist
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BASIC HEALTH CHECK: 1. Create New Lead - With All Fields Including Address 2. Convert to Account - Lead should not be visible. 3. Create new Opportunity - Connect the Account 4. Check if all data - Field Mapping with Account - Should work fine. 5. Create new quote - Check if all Field info comes up. 6. Create New Items in Quote - Print Quote 7. Convert Quote to Sales Order. 8. Check of all Info and Items has come to the Sales Order. 9. Generate new Invoice - Check all Items & Data 10. Print Invoice. 11. Add Payment Module. 12. Check with Payments Addition. 13. Add subscription list 14. Create a new campaign and add subscription list and send mail and check whether it is getting updated. 15. Attach a new document and click on it and check if attachment works. 16. Create new module and give permissions and check whether it works 17. Add events and change the date and check if it is updated. 18. Check all the new deployment made and check whether it affects any other feature. ADDITIONAL MODULES: 1. Support -> solution and knowledge base 2. Tickets 3. Web to lead 4. Activities -> Event, task and call 5. Analytics -> basic dashboard and report 6. Portal settings -> change of portal name, company name, favicon, logo, portal address. TOOLS: 1. Import from file up to 1000 records, import history 2. Duplicate -> relationship duplication
description
Basic health check of kreatocrm
Transcript of Checklist
BASIC HEALTH CHECK:
1. Create New Lead - With All Fields Including Address2. Convert to Account - Lead should not be visible.3. Create new Opportunity - Connect the Account4. Check if all data - Field Mapping with Account - Should work fine.5. Create new quote - Check if all Field info comes up.6. Create New Items in Quote - Print Quote7. Convert Quote to Sales Order.8. Check of all Info and Items has come to the Sales Order.9. Generate new Invoice - Check all Items & Data10. Print Invoice.11. Add Payment Module.12. Check with Payments Addition.13. Add subscription list14. Create a new campaign and add subscription list and send mail and check whether it is getting updated.15. Attach a new document and click on it and check if attachment works.16. Create new module and give permissions and check whether it works17. Add events and change the date and check if it is updated.18. Check all the new deployment made and check whether it affects any other feature.ADDITIONAL MODULES:1. Support -> solution and knowledge base2. Tickets3. Web to lead4. Activities -> Event, task and call5. Analytics -> basic dashboard and report6. Portal settings -> change of portal name, company name, favicon, logo, portal address.TOOLS:1. Import from file up to 1000 records, import history2. Duplicate -> relationship duplication3. Generate tool -> timeline check4. Mail report, Send mail, Send smsHOMEPAGE:1. Add, edit, delete of home page components2. Link details and navigation3. Dashboard and report addition, details check and navigation4. Home page components reordering
