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Accounts and Contacts Layout (For Regression Testing)
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Accounts and Contacts Layout (For Regression Testing)
CONTACTS
Logged in as Usyd ASR User/USyd Standard User:
Tabs available:
Summary
Details
Engagement
Giving
Relationships
Prospect Info
Giving
Activity
Chatter
Cases
Details Tab
Related List Quick Links:
Sections:
Engagement Tab
Volunteer Sub-tab:
Philantrophic Sub-tab:
Experiential Sub-tab:
Communication Sub-tab:
Campaigns Sub-tab:
Giving Tab
Relationships Tab
Prospect Info Tab
Giving Tab (Right Side of the page)
Activity Tab
Chatter Tab
Cases Tab
ACCOUNT - Household
Logged in as Usyd ASR User/USyd Standard User:
Tabs available:
Summary
All Details
Giving
Relationships
Prospect Information
Giving
Activity
Stewardship
Chatter
Cases
Summary Tab:
All Details Tab:
Sections:
Giving Tab:
Relationships Tab:
Prospect Information:
Giving Tab (right side)
Activity Tab:
Stewardship Tab
Chatter Tab
Cases Tab
ACCOUNT - Organisation/External Foundation (Domestic)/External Foundation (International)
Logged in as Usyd ASR User/USyd Standard User:
Tabs available:
Summary
All Details
Giving
Relationships
Prospect Information
Giving
Activity
Stewardship
Chatter
Cases
Summary Tab:
All Details Tab:
Sections:
Giving Tab:
Relationships Tab:
Prospect Information Tab:
Giving Tab (right side)
Activity Tab:
Stewardship Tab
Chatter Tab
Cases Tab
, multiple selections available,
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