To add a collaborator to this project you will need to use the Relish gem to add the collaborator via a terminal command. Soon you'll be able to also add collaborators here!
More about adding a collaboratorAdd organisation details to Capsule CRM
In order for the commercial team to be able to see and update organisation details in Capsule CRM
As a commercial person
I want data to be inserted into Capsule CRM
So Capsule is treated as the canonical data source
- Background
-
- Given
- I enter my organisation details
- And
- my membership number is "HG5646HD"
- Scenarios
-
- wait for Xero to capsule sync
- attach directory entry tag to existing organisation
- Updating data in Capsule
- Updating data in Capsule when the data in Capsule is newer
- User adds a long description
- wait for Xero to capsule sync
-
- Given
- there is no organisation in CapsuleCRM called "The RAND Corporation"
- Then
- my directory entry should be requeued for later processing once the contact has synced from Xero
- When
- the directory entry job runs
- attach directory entry tag to existing organisation
-
- Given
- that it's 2100-03-04 14:54
- And
- there is an existing organisation in CapsuleCRM called "The RAND Corporation"
- And
- that organisation has a data tag called "Membership"
- And
-
that data tag has the following fields:
Level Email ID partner [email protected] HG5646HD - When
- the directory entry job runs
- Then
- there should still be just one organisation in CapsuleCRM called "The RAND Corporation"
- And
- that organisation should have a "DirectoryEntry" data tag
- And
- my details should be stored in that data tag
- Updating data in Capsule
-
- And
- there is an existing organisation in CapsuleCRM called "The RAND Corporation"
- And
- that organisation is a member
- And
- that organisation has a directory entry
- And
- I change my organisation details
- When
- the directory entry job runs
- Then
- there should still be just one organisation in CapsuleCRM called "The RAND Corporation"
- And
- that organisation should have a "DirectoryEntry" data tag
- And
- my details should be stored in that data tag
- Updating data in Capsule when the data in Capsule is newer
-
- And
- there is an existing organisation in CapsuleCRM called "The RAND Corporation"
- And
- that organisation is a member
- And
- that organisation has a directory entry
- And
- I change my organisation details
- And
- that it's 2012-03-04 14:54
- When
- the directory entry job runs
- Then
- there should still be just one organisation in CapsuleCRM called "The RAND Corporation"
- And
- that organisation should have a "DirectoryEntry" data tag
- And
- my details should be stored in that data tag
- User adds a long description
-
- Given
- that it's 2100-03-04 14:54
- And
- there is an existing organisation in CapsuleCRM called "The RAND Corporation"
- And
- that organisation has a data tag called "Membership"
- And
-
that data tag has the following fields:
Level Email ID partner [email protected] HG5646HD - But
- I enter a description that is 800 characters long
- When
- the directory entry job runs
- Then
- there should still be just one organisation in CapsuleCRM called "The RAND Corporation"
- And
- that organisation should have a "DirectoryEntry" data tag
- And
- my details should be stored in that data tag
Last published over 7 years ago by Tech Team.