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Project: Open-orgn-services

Publisher: The Open Data Institute

Add organisation details to Capsule CRM

  • @vcr
  • @capsulecrm

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
  1. wait for Xero to capsule sync
  2. attach directory entry tag to existing organisation
  3. Updating data in Capsule
  4. Updating data in Capsule when the data in Capsule is newer
  5. 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
  • @timecop
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
  • @timecop
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
  • @timecop
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 about 7 years ago by Tech Team.