BizBotify Test Docs

Enter the password to access test documentation.

Contacts Recently Changed

Last updated: 2026-06-12 · PR: #109 fix: always show all tags in contact filter dropdown

95
Total
50
High
40
Medium
5
Low

List Contacts

IDTest CasePreconditionsStepsExpected ResultPriority
CON-001 View contacts list with pagination Logged in as Agent, org has 5 contacts 1. Go to /contacts 2. Observe the contacts tab is active List displays all 5 contacts in rows with columns: phone, name, email, tags, opted_in status, opted_out_at timestamp, lead indicator. Page size is 50 by default High
CON-002 Search contacts by name Logged in as Agent, contacts exist: "John Smith", "Jane Doe", "Bob Johnson" 1. Go to /contacts 2. Type "Jane" in search field 3. Press Enter or wait for auto-search Only "Jane Doe" contact row appears in list. Phone, email, tags, opted_in status, opted_out_at, and lead indicator displayed High
CON-003 Search contacts by phone Logged in as Agent, contact with phone "+1234567890" exists 1. Go to /contacts 2. Type "+1234567890" in search field Contact row appears with matching phone. Name, email, tags, opted_in status, opted_out_at, and lead indicator displayed High
CON-004 Filter contacts by tag Logged in as Agent, contacts with tags: "vip", "lead", "customer" exist, other contacts have different tags 1. Go to /contacts 2. Click tag filter dropdown 3. Select "vip" Only contacts with "vip" tag appear in list. Tag dropdown shows all tags from org, including tags not on filtered results High
CON-005 Pagination: navigate to next page Logged in as Agent, 120 contacts exist (page size 50) 1. Go to /contacts 2. Observe page 1 shows contacts 1–50 3. Click next page arrow Page 2 displays contacts 51–100. Previous/next buttons enabled. Page counter shows "Page 2" High
CON-006 Pagination: navigate to previous page Logged in as Agent, on page 2 of contacts 1. Click previous page arrow Page 1 displays. Previous button disabled (if on page 1). Next button enabled High
CON-007 Empty contacts list Logged in as Agent, no contacts created yet 1. Go to /contacts Empty state message displays: "No contacts yet. Create your first contact" or similar. Create Contact button visible High
CON-008 Search with no results Logged in as Agent, contacts exist but search term has no matches 1. Go to /contacts 2. Type "nonexistent" in search field Empty state displays: "No contacts match your search". Search field retains input Medium
CON-009 Filter by tag with no results Logged in as Agent, tag filter exists but no contacts have that tag 1. Go to /contacts 2. Select tag that no contacts have Empty state displays. Tag filter dropdown still shows the tag (all available tags always displayed) Medium
CON-010 Clear search field Logged in as Agent, search field has text "Jane" 1. Go to /contacts 2. Click X button on search field (if present) OR clear text All contacts reappear in list Medium
CON-011 Clear tag filter Logged in as Agent, tag filter "vip" is active 1. Go to /contacts with tag filter active 2. Click X on tag filter or select "All tags" All contacts appear regardless of tags Medium
CON-012 Search and filter combined Logged in as Agent, contacts exist: phone "+1234" tagged "vip", "+5678" tagged "lead" 1. Go to /contacts 2. Enter "+1234" in search 3. Select "vip" tag filter Only contact with phone "+1234" and tag "vip" displays Medium
CON-100 Contact list shows lead indicator Logged in as Agent, contact "John" is a lead, contact "Jane" is not a lead 1. Go to /contacts 2. Observe contact rows Row for "John" shows lead badge/icon (e.g., "Lead" label or star). Row for "Jane" has no lead indicator High
CON-101 Lead indicator shows tooltip on hover Logged in as Agent, contact row visible with lead indicator 1. Hover over lead badge/icon on contact row Tooltip appears: "This contact has an associated lead" or "Click to view lead" Medium
CON-124 Tag dropdown always shows all available tags Logged in as Agent, org has tags: "vip", "lead", "customer", "prospect". Only contacts with "vip" tag exist in list 1. Go to /contacts 2. Click tag filter dropdown Dropdown displays all 4 tags: "vip", "lead", "customer", "prospect". All tags shown regardless of whether they are assigned to contacts currently displayed High
CON-125 Tag dropdown populated on page load Logged in as Agent, navigating to /contacts for first time in session 1. Go to /contacts 2. Immediately click tag filter dropdown Tag dropdown populates with all org tags. No delay or loading state (tags pre-loaded or fetched eagerly) High
CON-126 Tag dropdown updated after contact import Logged in as Agent, tag dropdown was showing ["vip", "lead"], new contact imported with tag "prospect" 1. Import CSV with contact tagged "prospect" 2. Success notification shown 3. Click tag filter dropdown Tag dropdown now shows ["vip", "lead", "prospect"]. New tag "prospect" appears in dropdown High
CON-127 Tag dropdown persists after filter and search Logged in as Agent, tag filter active on "vip", search filter active on "John" 1. Go to /contacts with filters applied 2. Click tag filter dropdown 3. Scroll or observe Tag dropdown shows all org tags, not just "vip". All available tags visible High

Create Contact

IDTest CasePreconditionsStepsExpected ResultPriority
CON-013 Create contact with required fields only Logged in as Agent, at /contacts 1. Click "New Contact" or "+" button 2. Enter phone "+1234567890" 3. Click Save Success toast: "Contact created". Modal closes. New contact appears in list with phone "+1234567890", name/email/tags blank, is_opted_in=true (default), opted_out_at=null, no lead indicator High
CON-014 Create contact with all fields Logged in as Agent, at /contacts 1. Click "New Contact" 2. Enter phone "+1234567890", name "John Doe", email "john@example.com", tags "vip,lead" 3. Click Save Success toast appears. Contact row displays all values: phone "+1234567890", name "John Doe", email "john@example.com", tags ["vip","lead"], is_opted_in=true (default), opted_out_at=null, no lead indicator High
CON-015 Create contact with JSON metadata Logged in as Agent, at /contacts create modal 1. Click "New Contact" 2. Enter phone "+1234567890" 3. Paste metadata JSON: `{"custom_field":"value"}` 4. Click Save Contact created. Success toast shows. Metadata saved (visible when contact is edited) Medium
CON-016 Validation: phone field required Logged in as Agent, at /contacts create modal 1. Click "New Contact" 2. Leave phone empty 3. Click Save Error message appears under phone field: "Phone number is required" or similar. Modal stays open High
CON-017 Validation: invalid phone format Logged in as Agent, at /contacts create modal 1. Click "New Contact" 2. Enter phone "invalid" (not a valid phone) 3. Click Save Error message: "Invalid phone number format. Must start with + and contain digits" or similar High
CON-018 Validation: duplicate phone Logged in as Agent, contact with phone "+1234567890" exists, at create modal 1. Click "New Contact" 2. Enter phone "+1234567890" (existing) 3. Click Save Error toast: "A contact with this phone number already exists" or 409 Conflict message High
CON-019 Validation: invalid email format Logged in as Agent, at /contacts create modal 1. Click "New Contact" 2. Enter phone "+1234567890", email "not-an-email" 3. Click Save Error message under email field: "Invalid email format" or toast error. Contact not created Medium
CON-020 Create contact with tags (comma-separated input) Logged in as Agent, at /contacts create modal 1. Click "New Contact" 2. Enter phone "+1234567890", name "Jane" 3. In tags field, type "vip,lead,customer" 4. Click Save Contact created with tags ["vip","lead","customer"]. Tags display as individual badges in list row Medium
CON-021 Create contact form: cancel without saving Logged in as Agent, at create contact modal with form filled 1. Click "New Contact" 2. Enter phone "+1234567890", name "John" 3. Click Cancel or X button Modal closes. No contact created. List unchanged Medium
CON-022 Create contact: form validation on blur Logged in as Agent, at create modal 1. Click "New Contact" 2. Enter email "invalid-email" 3. Click outside email field (blur) Error message appears under email field immediately (without clicking Save) Low
CON-104 Create contact with custom field values Logged in as Agent, org has custom field "Company" defined, at create modal 1. Click "New Contact" 2. Enter phone "+1234567890", name "John" 3. In custom field "Company", enter "Acme Corp" 4. Click Save Contact created. Success toast shows. Custom field value "Acme Corp" is saved and displayed in contact detail High
CON-105 Create contact: custom field validation Logged in as Agent, org has custom field "Age" (numeric, required), at create modal 1. Click "New Contact" 2. Enter phone "+1234567890" 3. Leave "Age" custom field empty 4. Click Save Error message under "Age" field: "This field is required" (if field is marked required). Modal stays open High

View / Edit Contact

IDTest CasePreconditionsStepsExpected ResultPriority
CON-023 Open contact details modal Logged in as Agent, contact "John Doe" (+1234567890) exists 1. Go to /contacts 2. Click on contact row for "John Doe" Modal or detail view opens showing: phone, name, email, tags, is_opted_in toggle, opted_out_at timestamp, metadata, created_at, updated_at, assigned_user/team, lead_id (if contact is a lead) High
CON-024 Edit contact: change name Logged in as Agent, contact "John Doe" exists, detail view open 1. Click Edit or Pencil icon 2. Change name to "Jane Doe" 3. Click Save Success toast: "Contact updated". Modal closes. List row now shows "Jane Doe" as name High
CON-025 Edit contact: change email Logged in as Agent, editing contact with email "old@example.com" 1. Click Edit 2. Change email to "new@example.com" 3. Click Save Success toast. Contact email updated to "new@example.com" in list and detail view High
CON-026 Edit contact: add/remove tags Logged in as Agent, editing contact with tags ["vip"] 1. Click Edit 2. Add tag "customer" 3. Click Save Success toast. Contact now shows tags ["vip","customer"]. Tag removed similarly High
CON-027 Edit contact: update metadata JSON Logged in as Agent, editing contact with metadata 1. Click Edit 2. Modify metadata JSON field 3. Click Save Success toast. Metadata persisted (visible in detail view) Medium
CON-028 Edit contact: cannot change phone Logged in as Agent, editing contact 1. Click Edit 2. Try to change phone field Phone field is disabled/read-only. Cannot edit phone number High
CON-029 Edit contact: toggle opted_in status Logged in as Agent, editing contact with is_opted_in=false, opted_out_at=timestamp 1. Click Edit 2. Click toggle switch for "Opted In" to enable 3. Click Save Success toast. Contact is_opted_in toggled to true. opted_out_at cleared/set to null in detail view Medium
CON-030 Edit contact: validation on empty name Logged in as Agent, editing contact, name is currently "John" 1. Click Edit 2. Clear name field 3. Click Save Contact saves successfully (name is optional). Name becomes null in display Medium
CON-031 Edit contact: validation on invalid email Logged in as Agent, editing contact 1. Click Edit 2. Enter email "invalid" 3. Click Save Error message: "Invalid email format" under email field Medium
CON-032 Edit contact form: cancel without saving Logged in as Agent, editing contact 1. Click Edit 2. Change name to "New Name" 3. Click Cancel Modal closes. Contact name remains unchanged in list Medium
CON-033 View contact: open detail view from list Logged in as Agent, contact row visible 1. Click contact row 2. Observe detail modal Detail view shows all contact info: phone, name, email, tags, is_opted_in, opted_out_at, timestamps, assigned_user/team, lead_id (if lead) High
CON-034 View contact 404 Logged in as Agent, contact ID "invalid-id" 1. Manually navigate to /contacts/invalid-id OR contact was deleted 2. Observe Error message: "Contact not found" or 404 page Low
CON-102 Contact detail shows lead ID and is_lead flag Logged in as Agent, contact "John" is a lead, detail view open 1. Open contact detail for "John" 2. Observe response data or UI Detail view shows lead_id (UUID of associated lead) and is_lead=true. If not a lead, lead_id is null and is_lead=false High
CON-106 Edit contact: update custom field value Logged in as Agent, contact with custom field "Company"="Acme Corp", editing 1. Click Edit 2. Change custom field "Company" to "Beta Ltd" 3. Click Save Success toast. Custom field value updated to "Beta Ltd". Displayed in contact detail and audit log High
CON-107 Edit contact: clear custom field value Logged in as Agent, editing contact with custom field value 1. Click Edit 2. Clear custom field value 3. Click Save Success toast. Custom field value cleared/deleted. Audit log shows value was removed Medium
CON-108 Contact detail displays all custom fields Logged in as Agent, org has 5 custom fields defined, contact detail open 1. Open contact detail 2. Scroll to custom fields section All 5 custom fields are displayed with their values (or empty if not set). Fields ordered by definition order High
CON-109 Contact detail: custom field with variable placeholder Logged in as Agent, custom field has dynamic value like `{contact.name}`, detail open 1. Open contact detail 2. Observe custom field rendering Variable placeholder is resolved: if field value is "Hello {contact.name}" and contact is "John", displays "Hello John" (if interpolation enabled) Medium

Delete Contact

IDTest CasePreconditionsStepsExpected ResultPriority
CON-035 Delete contact Logged in as Agent, contact "John Doe" exists 1. Go to /contacts 2. Right-click or find delete option on contact row 3. Click Delete or Trash icon 4. Confirm delete Success toast: "Contact deleted". Contact row disappears from list High
CON-036 Delete contact: confirmation modal Logged in as Agent, attempting to delete contact 1. Click Delete/Trash icon on contact 2. Observe confirmation modal Confirmation modal appears: "Delete contact? This action cannot be undone." with Cancel and Confirm buttons High
CON-037 Delete contact: cancel delete Logged in as Agent, confirmation modal open for delete 1. Click Cancel button in confirmation modal Modal closes. Contact remains in list Medium
CON-038 Delete contact: soft delete (audit trail) Logged in as Agent, contact deleted 1. Delete contact 2. Go to contact audit log Audit log entry shows: event_type="contact_deleted", actor=current user, timestamp Medium

Assign Contact

IDTest CasePreconditionsStepsExpected ResultPriority
CON-039 Assign contact to user Logged in as Agent, contact "John Doe" exists, org members include "Agent Bob" 1. Go to /contacts 2. Open contact detail 3. Click "Assign to User" or assign icon 4. Select "Agent Bob" 5. Click Save Success toast: "Contact assigned to Agent Bob". Detail view shows "Assigned to: Agent Bob". Audit log records actor_id who made the assignment High
CON-040 Assign contact to team Logged in as Agent, contact exists, teams exist: "Sales Team" 1. Open contact detail 2. Click assign option 3. Select team "Sales Team" 4. Click Save Success toast: "Contact assigned to Sales Team". assigned_team_id populated. Audit log records actor_id of assigning user High
CON-041 Unassign contact from user Logged in as Agent, contact assigned to "Agent Bob" 1. Open contact detail 2. Click assign option 3. Clear/remove user assignment 4. Click Save Success toast. Contact assigned_user_id becomes null. "Assigned to" no longer shown. Audit log records actor_id Medium
CON-042 Assign to user vs team priority Logged in as Agent, contact can be assigned to both user and team 1. Assign contact to both user "Agent Bob" and team "Sales Team" 2. Observe detail view Both assigned_user_id and assigned_team_id are populated. Both shown in UI. Audit log records actor_id for assignment changes Medium
CON-099 Assign contact: audit log shows actor Logged in as Agent A, Agent B assigns contact to Agent C 1. Agent B assigns contact to "Agent C" 2. Agent A opens contact audit log Audit log entry shows "Contact assigned to Agent C", actor_name="Agent B" (the person who made the assignment, recorded via actor_id) High

Import Contacts

IDTest CasePreconditionsStepsExpected ResultPriority
CON-043 Import contacts from CSV Logged in as Agent, at /contacts 1. Click Import or Upload button 2. Select CSV file with columns: phone, name, email, tags, opted_in 3. Observe progress Upload modal shows. File accepted. "Processing..." or similar indicator High
CON-044 Import CSV: successful creation Logged in as Agent, CSV file with 3 valid rows uploaded 1. Upload CSV with rows: (+1111111111, John, john@ex.com, vip, true), (+2222222222, Jane, jane@ex.com, lead, true), (+3333333333, Bob, bob@ex.com, "", false) 2. Wait for completion Success toast: "Imported 3 contacts (0 updated, 0 skipped, 0 errors)". All 3 contacts appear in list with is_opted_in and opted_out_at set appropriately High
CON-045 Import CSV: skip duplicate phones Logged in as Agent, contact with phone "+1111111111" exists, CSV has same phone 1. Upload CSV with duplicate phone "+1111111111" 2. Wait for completion Result shows: "Imported 0 contacts (1 updated, 0 skipped)" or "1 skipped". Existing contact not duplicated High
CON-046 Import CSV: update existing contact Logged in as Agent, contact "+1111111111" with name "Old Name" exists, CSV has same phone with name "New Name" 1. Upload CSV with row: (+1111111111, New Name, newemail@ex.com, tag, true) 2. Wait Result: "1 updated". Contact name changes to "New Name". is_opted_in set to true, opted_out_at cleared. Import result dialog shows updated count High
CON-047 Import CSV: validation errors Logged in as Agent, CSV has invalid rows: no phone, invalid email 1. Upload CSV with 3 rows: 1 valid, 1 no phone, 1 invalid email 2. Wait Result: "Imported 1 (0 updated, 0 skipped, 2 errors)". Error details shown: row numbers and error messages High
CON-048 Import CSV: empty file Logged in as Agent, empty CSV uploaded 1. Upload empty CSV 2. Wait Error message: "CSV file is empty or has no valid rows" or result shows "0 imported" Medium
CON-049 Import CSV: missing required column Logged in as Agent, CSV missing "phone" column 1. Upload CSV without phone column 2. Wait Error message: "Missing required column: phone" or import fails with validation error High
CON-050 Import CSV: preview before import Logged in as Agent, CSV file selected 1. Click Import 2. Preview modal shows first 5-10 rows Preview displays file content with column headers. User can confirm before final import Medium
CON-051 Import CSV: cancel import Logged in as Agent, import in progress or preview open 1. Click Cancel button Upload canceled. No contacts imported. Return to contacts list Medium
CON-110 Import CSV: custom field columns included Logged in as Agent, org has custom fields "Company" and "Industry", CSV has columns for both 1. Select CSV file with columns: phone, name, email, tags, opted_in, Company, Industry 2. Upload Preview shows all columns including custom fields. Import result: "Imported X contacts" with custom field values populated. Contacts display custom field values High
CON-111 Import CSV: custom field values mapped correctly Logged in as Agent, CSV rows include custom field data: phone "+111", Company "Acme", Industry "Tech" 1. Upload CSV 2. Wait for completion Contact created with custom field values. Detail view shows Company="Acme", Industry="Tech". Audit log shows custom field values were set High
CON-112 Import CSV: missing custom field in some rows Logged in as Agent, CSV has custom field "Company" but some rows leave it blank 1. Upload CSV with mixed empty/filled custom field values Import succeeds. Contacts with blank custom field have empty value. No validation error (custom fields optional unless marked required) Medium
CON-113 Import CSV: invalid custom field value type Logged in as Agent, custom field "Age" is numeric, CSV has row with Age="not_a_number" 1. Upload CSV with invalid custom field value Result: Import with error on that row. Error message: "Row 5: Invalid value for 'Age' (expected number)" or similar. Other rows imported Medium
CON-119 Import CSV: opted_in and opted_out_at columns Logged in as Agent, CSV has columns: phone, name, opted_in, and optional opted_out_at 1. Upload CSV with row: (+111, John, false, 2026-06-01T10:00:00Z) 2. Wait Contact created with is_opted_in=false, opted_out_at="2026-06-01T10:00:00Z". List row shows opted_out_at timestamp. Contact detail displays both fields High
CON-120 Import CSV: opted_out_at cleared when opted_in=true Logged in as Agent, CSV row has opted_in=true and opted_out_at empty/null 1. Upload CSV with row: (+111, John, true, null) 2. Wait Contact created with is_opted_in=true, opted_out_at=null. List row shows no opted_out_at timestamp Medium

Export Contacts

IDTest CasePreconditionsStepsExpected ResultPriority
CON-052 Export all contacts to CSV Logged in as Agent, 5 contacts exist 1. Go to /contacts 2. Click Export or Download button CSV file downloaded with filename "contacts.csv". Columns: phone, name, email, tags, opted_in, opted_out_at. All 5 contact rows present with opted_in/opted_out_at values High
CON-053 Export with search filter applied Logged in as Agent, 5 contacts exist, search "John" returns 2 contacts 1. Go to /contacts 2. Search "John" 3. Click Export CSV downloaded contains only the 2 filtered contacts, not all 5 High
CON-054 Export with tag filter applied Logged in as Agent, filter by tag "vip" shows 3 contacts 1. Go to /contacts 2. Filter by tag "vip" 3. Click Export CSV downloaded contains only the 3 "vip" tagged contacts High
CON-055 Export empty contacts list Logged in as Agent, no contacts created 1. Go to /contacts 2. Click Export CSV file downloaded with headers only (phone, name, email, tags, opted_in, opted_out_at) and no data rows Medium
CON-056 Export file format validation Logged in as Agent, contacts exported 1. Export contacts 2. Open CSV file in text editor File is valid CSV format: comma-separated, quoted strings, newlines between rows Low
CON-114 Export contacts: include custom field columns Logged in as Agent, org has custom fields "Company" and "Industry", 3 contacts with values exist 1. Go to /contacts 2. Click Export CSV downloaded with columns: phone, name, email, tags, opted_in, opted_out_at, Company, Industry. All 3 contacts' custom field values included in rows High
CON-115 Export: custom field column order matches definition order Logged in as Agent, custom fields defined in order: "Company", "Industry", "Website" 1. Export contacts 2. Open CSV file CSV header row shows columns in order: phone, name, email, tags, opted_in, opted_out_at, Company, Industry, Website (custom fields in definition order) Medium
CON-116 Export: empty custom field values shown as blank Logged in as Agent, contact A has Company="Acme", contact B has Company blank 1. Export contacts 2. Open CSV file Row for contact A: "Acme". Row for contact B: blank cell (empty string or space) in Company column Low
CON-121 Export CSV: opted_out_at timestamp format Logged in as Agent, contacts have opted_out_at values, exporting 1. Go to /contacts 2. Click Export 3. Open CSV file opted_out_at column shows ISO 8601 timestamp format (e.g., "2026-06-01T10:30:00Z") or null/empty for contacts with is_opted_in=true Medium

Contact Audit Log

IDTest CasePreconditionsStepsExpected ResultPriority
CON-057 View contact audit log Logged in as Agent, contact "John Doe" exists with history 1. Open contact detail 2. Click "Audit Log" or "Activity" tab Audit log displays list of events: "Contact created", "Tag added 'vip'", etc. Each entry shows timestamp, actor name, event description High
CON-058 Audit log: contact created event Logged in as Agent, contact was just created 1. Open contact detail 2. View audit log First entry shows: event_type="contact_created", actor_name="current_user", text="Contact created via {source}", created_at=timestamp Medium
CON-059 Audit log: tag added event Logged in as Agent, tag "vip" was added to contact 1. Open contact detail 2. View audit log Entry shows: event_type="tag_added", text="Tag 'vip' added", actor_name, timestamp Medium
CON-060 Audit log: tag removed event Logged in as Agent, tag "vip" was removed from contact 1. Open contact detail 2. View audit log Entry shows: event_type="tag_removed", text="Tag 'vip' removed", actor_name, timestamp Medium
CON-061 Audit log: contact updated event Logged in as Agent, contact name was changed from "John" to "Jane" 1. Open contact detail 2. View audit log Entry shows: event_type="contact_updated" or similar, text contains old/new values, actor_name, timestamp Medium
CON-062 Audit log: pagination/load more Logged in as Agent, contact has 100+ audit log entries 1. Open contact detail 2. View audit log 3. Scroll to bottom "Load More" button appears at bottom. Click to fetch next 50 entries. New entries append to list Medium
CON-063 Audit log: time formatting Logged in as Agent, viewing audit log entries 1. Open contact detail 2. View audit log Recent entries show "just now", "5m ago", "2h ago". Older entries show date format "Mar 15, 2026" Low
CON-064 Add note to contact Logged in as Agent, contact detail open, audit log visible 1. In audit log section, click "Add Note" or text area 2. Type "Follow up next week" 3. Click Save Note Success toast. New entry appears at top of audit log: event_type="note_added", text="Follow up next week", actor_name=current_user High
CON-065 Edit note on contact Logged in as Agent, contact has note "Old text" in audit log 1. Find note entry in audit log 2. Click Edit or Pencil icon on note 3. Change text to "New text" 4. Click Save Success toast. Note text updated. Entry shows "(edited)" or timestamp updated_at differs from created_at High
CON-066 Delete note on contact Logged in as Agent, contact has note in audit log 1. Find note entry 2. Click Delete or Trash icon 3. Confirm delete Success toast. Note entry removed from audit log High
CON-067 Audit log: actor names Logged in as Agent, audit log has entries from multiple users 1. Open contact detail 2. View audit log Each entry shows actor_name (user's full name), not user ID. If actor is system, shows "System" or similar Medium
CON-068 Audit log: lead-related events Logged in as Agent, contact was converted to lead 1. Open contact audit log 2. Observe events Log shows events like "lead_created", "lead_stage_changed", "lead_converted" with relevant data Medium
CON-069 Audit log: conversation events Logged in as Agent, contact has messages 1. Open contact audit log 2. Observe events Log shows "conversation_created", "conversation_resolved", "conversation_assigned to {user}" events Medium
CON-070 Audit log: reminder events Logged in as Agent, reminders were set on contact 1. Open contact audit log 2. Observe events Log shows "reminder_scheduled for {due_at}", "reminder_sent to {notified_user}" events with formatted date/time Medium
CON-117 Audit log: custom field updated event Logged in as Agent, custom field "Company" was changed from "Acme" to "Beta Corp" 1. Open contact audit log 2. View events Entry shows: event_type="custom_field_updated", text="Company: Acme → Beta Corp", actor_name, timestamp Medium