You are on page 1of 69

AG (11/16/2015): Scenario: 1) Go to Acc with 2 or more Case entity 2) Case grid, 3) Options/Print 4) Left

Click on Case entity Actual=Expected=same on screen&print view -


http://www.screencast.com/t/hf3KGKuXxxWE

AG (11/17/2015): Scenario: 1) Case 2) Add field - Duration 3) Operation Combobutton


Actual=Expected=same on screen&print view - http://screencast.com/t/GmxnA6eTHd

AG (11/17/2015): Scenario: 1) Date 2) Add field - Duration 3) Operation Combobutton Actual=Expected=


numerical operations apply - http://screencast.com/t/GmxnA6eTHd

AG (11/17/2015): In Case/Date Equal operation dont work. http://screencast.com/t/27yMADadiwat

AG (11/17/2015): Scenario: 1) Open Account with 2 or more Roles 2) Click Account/Client Project Roles
3) Click Options/Print Actual=Expected= column "Role" is visible - http://screencast.com/t/qZiQvnQhsx9

# 75. #75, 77. , # 4. ,


.

Unexpected behavior. For Status search properties string operations can be applied and combolist
doesnt displayed. Expected. Combolist with possible values (like Case/Status) is displayed. 1)
Tower/Status - http://screencast.com/t/8Sbgsp3P81c 2) Truck/Status (AG)

AG (11/18/2015): Scenario: 1) BayWest/Project 2) Stage=Proposal Actual=Expected= Financial group


doesnt displayed - http://screencast.com/t/s0qDJOsux

AG (11/18/2015): Scenario: 1) Truck 2) Status/In Service/OK 3) Combobutton/Equel 4) Search


Actual=Expected= List of values is displayed, Boolean operations can be applied -
http://screencast.com/t/xWQB0E0ABQfy

AG (11/19/2015): Scenario: 1) Truck/Ad Field/Status/(no value) 3)Equel/Search Actual=Expected= List of


correct records is displayed.- http://screencast.com/t/yJm10diy3

AG (11/19/2015): Scenario: 1) Open Account with Account Equipment with 12 or more items in grid
(n>=12 items are displayed in grid) (ex Star wars) 2) Make status of 1 item 'Removed' / Save&Close
Actual=Expected= (n-1) items are displayed

AG (11/19/2015): Scenario: 1) Open Account 2) Office Locations 3) / Details/Headquaters


Actual=Expected= List of Headquaters = List of Active Office Locations
http://screencast.com/t/2x1MI02VzaE

AG (11/23/2015): Scenario: 1) Account/Budget/New 2) Department droplist, do not select any, click on


outside area to close it 3) Cancel Actual=Expected= Returning to Account windows without any message.
http://screencast.com/t/bES1eXtvLnH

I&T: canceling budget, creating new budget, editing existing budget, same from ADD-Budget, same for
In-House Warranties pass.

AG (11/23/2015): Scenario: 1) Prospect 2) Attachments group - New Actual=Expected= Error message:


Prospect Company/Name should not be empty.

http://screencast.com/t/h5Bo5TmZa

I&T: creating new attachments, same for Account groups, Media pass.

AG (11/23/2015): Scenario: 1) Contract 2) Marc any user (1st) 3) Print 4) Unmark user (1st), marc another
user (2nd) 5) Save&Close 6) Re-open Contract Actual=Expected= 2nd user in Notification.

http://screencast.com/t/YQ5wZ8jrVqf

AG (11/24/2015): Scenario: 1) Account Company32 2) Create New Account Equipment&fill all fields 3)
Option/sPrint4) Actual=Expected= Franchise in Print&on Screen.

I&T: Options/print for existing Account Equipment pass.

http://screencast.com/t/Z0LxID9CDL3a

AG (11/25/2015): Scenario: 1) Open Star Wars Company/Location 2) Options/Print Actual=Expected=


Print&Screen views are the same.

I&T: Change Country on US=field state in Screen&Print views pass.

http://screencast.com/t/N3gViw1tve

AG (11/25/2015): Scenario: 1) Open Star Wars Company/Location 2) Options/Print Actual=Expected=


Print&Screen views are the same.

I&T: Change Country on US=field state in Screen&Print views pass.

AG (11/25/2015): Scenario: 1) Account/Expand/+ 2) Delivery Request Actual=Expected= no grid in


Inventory. In Configure view Inventory (group)=expand http://screencast.com/t/h2uTIjb2

3) http://screencast.com/t/WNlxVge6lVu
2) http://screencast.com/t/8WfaWaoc

1) http://screencast.com/t/YPdOTUk9

http://screencast.com/t/aGGki7Df6

AG (11/25/2015): Scenario: 1) Create new Delivery Request 2) Type in Description more then 200
symbols 3) Save&Close 4) Reopen this Delivery Request Actual=Expected=Delivery Request is saved
correctly - http://screencast.com/t/yEM4XmBV

Qqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqqiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiioooooooooo
oooooooooooooooooooooooooooooooooojjjjjjjjjjjjjjjjjjjjjjjjjjjjjjjjjjjjjjjjjjjjjjjddddddddddddddddddddddddddddddd
ddddddddddddddddddddddddddddddddddddddddddddddddddddddddkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk
kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbb
bbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbbiaUYSUIUS
FIASLKGHASVXNXNMghgikjas

AG (11/26/2015): Scenario: 1) Reports 2) Inventory 3) Repair Order Report (EQUIP)

Same for Parts Invoice Report (EQUIP)

http://screencast.com/t/rriAKapmoqHW

tableau , ,
. .. . .
.

javascript api. ,
tableau. , .

AG (11/26/2015): Scenario: 1) Star Wars 2) Next Call/Column Settings 3) Move one on of records to the
top Actual=Expected=There is no empty line under the top record - http://screencast.com/t/REpKcmVf
AG (11/27/2015): Scenario: 1) Open account assesment 2) Fill all fields ink items in all groups (create
cropmix, livestock and suppliers entities), save and close 3) Move one on of records to the top
Actual=Expected=There is no empty line under the top record - http://screencast.com/t/REpKcmVf

http://screencast.com/t/OGpa694IjzVe

22

AG (11/27/2015) 1) Scenario: 1) Account/Print Actual=Expected= full country name in all the addresses. -
http://screencast.com/t/lZA2ivgsO

2) Scenario: 1) Account/Print Actual=Expected= correct coordinates are displayed


http://screencast.com/t/xb2tN3yZ

AG (11/27/2015) 1) Scenario: 1) WO Request 2) Add New Notification 3) Print Actual=Expected=


Notification is displayed in Print view. - http://screencast.com/t/4DliI0SQ

I&T: Add new Notification&Print, Remove Notification&Print, Delete Notification&Print pass.

AG (11/30/2015) Scenario: 1)New Contacts 2)Delete all fields from Account grid except
Company and Account 3)Link 2 Accounts without Company&Account number (ex. Sybil
LastSYBILCCC17647 and JOHN LastLOPESJOHC9139) Actual=Account grid has not nice view. -
http://screencast.com/t/FN9rHhpN8Ri5
http://screencast.com/t/zDpaiZUp

AG (12/01/2015) Scenario: 1) Add new Entity 2) Minimize window 3) Maximize window


Actual=Expected=Window now has minimal size and user can change it.
http://screencast.com/t/38Y3p2KhZE

http://screencast.com/t/k4RA35ZJjleP (AG)
AG (12/01/2015) Scenario: 1) Reports 2) Inventory 3) Actual=Expected=Window now has minimal size
and user can change it. http://screencast.com/t/38Y3p2KhZE

http://screencast.com/t/k4RA35ZJjleP (AG)

AG (12/2/2015) Scenario: 1) Account 2) Click on Single View Item 3) Actual=Expected=Open the item.

http://screencast.com/t/qrFnPGWC

I&T: Open Projects, Projects Sites, Fee Schedule, Contracts, Contacts, Media, Attachments, Account
Groups, Vendor, Accounts, Client Project Roles, Inventory, Quote inside Account and inside other Entities
pass.

AG (12/2/2015) Scenario: 1) Account 2) Click on Grid Header with Active 3) Actual=Expected= expand
and show Active.

http://screencast.com/t/scn4wGd3g3hE

I&T: Alert, Notes, Next Call, Opportunity, Case, Tasks, Searching, Media pass.

Change status to Complete for 1 entity = this entity disappeared from Active grid, counts in Grid
Header=N-1 pass, click Show Complete/Show Active= change of the grid contents pass.

AG (12/2/2015) Scenario: 1) Account with 4 Alerts 2) Next Call/Alert/Show All Actual=Expected= There
are 4 possible Alerts

http://screencast.com/t/xP4DeDFko8w

I&T: Alert, Notes, Next Call, Opportunity, Case pass.

NOT MORE THEN 10 items are displayed in list.

http://screencast.com/t/uU00Uds1e

http://screencast.com/t/FV93bucifd (AG)

AG (12/2/2015) Scenario: 1) Account Star Wars 2) Entity with no-search and 10 or more completed
Items (Next Call) 3) Show Complete Actual=Expected=Only grid with completed items is displayed

4) Entity with search and 10 or more completed Items (Opportunity) 5) Show Complete
Actual=Expected=Grid with 10 completed items is displayed, Displaying 1-10, show all complete
text is under grid.
5) Entity with search and less the 10 completed (Alert) 7) 5) Show Complete Actual=Expected=Grid
with all completed items is displayed

I&T: Alert, Notes, Next Call, Opportunity, Case pass.

(AG)
AG (12/4/2015) Scenario: 1) Account Assessment 2) Click Show all button in Sales Call group 3) Change
one of entity to complete Actual=Expected= Only Active items is displayed in search results for Link

http://screencast.com/t/9IBqkSLbNyPg

I&T: Entity for pass.

http://screencast.com/t/efVxeKyu - Contracts/Project

AG (12/4/2015) Scenario: 1) Account/Contracts/Project 2) Add 11 completed projects 3) Show complete


Actual=10 entities in grid

Expected=10 entities in grid, Show all button under grid (AG)

http://screencast.com/t/efVxeKyu

AG (12/4/2015) Scenario:1)Account/Contacts/II 2) Project 3 ) Click Show all button Actual=Expected=


Only Active items is displayed in search results for Link (AG)

http://screencast.com/t/JrScbbc4ZjH

AG (12/4/2015) Scenario:1) http://testsl.customertrax.com/FillmoreCA 2) LogIN 3 ) Enter Stock Number


4) Type of Sale = User Dedicated Turf Actual=Expected= Estimated Price taken from
CGIBASE.CB_SUB, Retail Price For Sell taken from CGIBASE.CB_SUB (AG)

http://screencast.com/t/Lqp4AUi8t

http://screencast.com/t/xjKYPRsJ4HX

http://testsl.customertrax.com/FillmoreCA/LineItemsDetail.aspx?SaleID=9873

AG (12/7/2015) Scenario:1) Account/Add New Project 2) Link first Contract

Actual=Expected= Now possibility to link or create new contract, left icon is active, Clear is displayed right

http://screencast.com/t/Mvh2y8oUknd

3 ) Click on the added Contract


Actual=Expected= Projects group contain all Projects for this Contract, Show Complete/Show Active
switch is working

http://screencast.com/t/5FqoygUxcZC

http://screencast.com/t/WeyYXzNRh

http://screencast.com/t/eM70do3wHoa

http://screencast.com/t/lJOXuauvu

http://screencast.com/t/BAdh5o3pXL

1. Account Assessment/Contact (group) no Relationship field


2. Livestock There are fields Notification and Owner, but there are not such fields in
https://docs.google.com/document/d/1F90_2XJNn48vb1itOEoaoV0vxPJp_QJFmjUU95S_nhc/ed
it#
http://screencast.com/t/hTGOuKqRIcuM
3. Completed Suppliers are displayed in Show all drop. - http://screencast.com/t/ViCVuSYo3

AG (12/8/2015) Scenario:1) Create New Account Assessment 2) All fields, link entities in all group 3)
Save&close 4) Reopen Account Assessment

Actual=Expected= All values are saved

5) Change values in all fields 6) Save&close/Reopen 7) Actual=Expected= All changes are saved

http://screencast.com/t/JzniCkCwu

I&T: print view, active&closed items, active&closed Account Assessment, editing - pass

http://screencast.com/t/WTzIgYXxEJa4

http://screencast.com/t/jpWY9Ety - 800*600
AG (12/7/2015) Scenario:1) Commisions 2) Click Account Number (Account) 3) Change sorting

Actual=Expected= Sorting in grid is changing by click.

http://screencast.com/t/ceFJ135PkUU

I&T: Class (Account), Branch (Account), Billing County (Account) for all menu issue pass.

When sorting by Class (Account) with all empty fields grid is sorted

http://screencast.com/t/SDriOY3eqG9

http://screencast.com/t/ROsSVkDG3bW0

Expected=no sorting by empty fields.

AG (12/8/2015) There is no Contract group in Print view - http://screencast.com/t/WAXzuDZp3e

Some items does not displayed correct in resolution 800*600 - http://screencast.com/t/GzsvVnJVhh

http://screencast.com/t/eW59ZV03e

AG (12/8/2015) Scenario:1) Open project 2) Link Contract 3) Print

Actual=Expected=Contract is displayed in entity and Print views.

http://screencast.com/t/JlXPI2y9i

AG (12/8/2015) Scenario:1) Open project 2) Link Contract with long caption 3) Change resolution to
1366*768

Actual=Expected=Clear button is on true place, user can click on it.

http://screencast.com/t/DVcyqkPAT0UI

In Account/Client project Roles properties for all secondary groups does not displayed correct in res from
1152*864 to 1024*768

http://screencast.com/t/RSgD2Ayl

AG (12/9/2015) Scenario:1) CustomerTrax customization 2) Add New Entity + Actual=Expected=There


is no Account Equipment in drop.
http://screencast.com/t/a1h3nD8JF

http://screencast.com/t/5NymjbfW

I&T: Creating from account, entity, by expand + pass.

AG (12/9/2015) Scenario:1) Open entity 2) Type max description 3) Click on the random space of
description 4) Scroll&leave scrollbar Actual=Nothing happening.

http://screencast.com/t/mixRReLJA

I&T: Other long text fields (Pleasure, Problems, Plan, ets.), Descriptions and other fields in New Entity
window pass.

AG (12/9/2015) Scenario:1) NOBBE customization 2) Inventory/ Stock number=20258 3) Additional cost


4) Parts - Invoice Actual= Expected= Parts Invoice Report opens without List Price column.

NOBBY customization, without List Price column - http://screencast.com/t/yDn5t1L2B

CustomerTrax customization, with List Price column - http://screencast.com/t/QyKeG1tPMpVx

AG (12/10/2015) Scenario:1) CustomerTrax customization 2) New Request 3) Link

Actual= Expected= Entities has same names in menu and groups.

http://screencast.com/t/liEfhPMbm

I&T: Add, admin settings, Recent setting pass.

AG (12/10/2015) Scenario:1) New Undercarriage Inspection 2) Attachments/Add/Save Actual=


Expected= Empty Attachment is displayed correct

http://screencast.com/t/CX9FwPWaH

I&T: Other grids, new entity view, Link view pass.

http://screencast.com/t/s03eXYgDO0

http://screencast.com/t/D25xZEQtj

http://screencast.com/t/4cbzH6rp

AG (12/10/2015) Scenario:1) Menu 2) Click on empty corresponding area ex. Accounts


Actual= Expected= menu list page is opened.

http://screencast.com/t/OtJOf7cuWe

I&T: Click on Icon, Icon space without icon, name, with saved search pass.

AG (12/11/2015) Scenario:1) BayWest customization 2) Admin Actual= Expected= Project is written


correct

AG (12/11/2015) Scenario: 1) Account/Project 2) Link Contract 3) Open it change status to Inactive 4)


Save&Close Contract 5) Reopen Contract Actual= Expected= Contract is opened

I&T: Closed, Do Not Contract open, open from Contract grid pass.

AG (12/14/2015) Scenario: 1) Open Project with Inactive, Closed or Do Not Contract 2) Options/Print
Actual= Expected= Contract is displayed in Print view

I&T: Completed Project pass

AG (12/14/2015) Scenario: 1) Open Inventory/any entity 2) Dealer-Defined Actual= Expected= Label


Salesperson is displayed

http://screencast.com/t/e38itXrkPZot

Same in grid.

http://screencast.com/t/fez8kwIijcRc

http://screencast.com/t/ESxaoaqIqL

Same in Commissions

http://screencast.com/t/uWvu9CpY1e

http://screencast.com/t/qsDqUrusUjQ

http://screencast.com/t/nRPlJF5f6z

Same in Market Share

http://screencast.com/t/wzundIKwj9Z

http://screencast.com/t/nBTa7kP8Z

Same in Reports

http://screencast.com/t/7X3gkxhYj5a

AG (12/14/2015) Scenario: 1) Inventory 2) Column Settings/Check all columns as visible (31 column) 3)
Search without parameters 4) Export all Actual= Expected= All columns (31) are displayed.
http://screencast.com/t/wMseH2tVf

http://screencast.com/t/WoFdRIcBaLe4

AG (12/14/2015) Scenario: 1) Inventory 2) Select all 4) Export Selected (300) Actual=10 000 entities are
displayed. Expected = 300 entities are in grid.

http://screencast.com/t/dFIStSogU6a

AG (12/14/2015) Scenario: 1) Activity 2) Entity type = ALL possible value 4) Search 5) Export All
Actual=181 entities are displayed. Expected = 1152 entities are displayed in grid

http://screencast.com/t/2ffbzST6Edxi

AG (12/16/2015) Scenario: 1) Account 2) New Project

Actual=UTC time is displayed in Editable Header

Expected= Local time is displayed in Editable Header

screencast.com/t/LkUpOt4jGV

AG (12/16/2015) Scenario: 1) Account 2) Projects 3) Add field Opportunity Manager and Proposal
Manager to grid

Actual=Error message

Expected= Fields are added to grid

http://screencast.com/t/qoopkNr6kp

http://screencast.com/t/Ogwvgu0dhoX

AG (12/16/2015) Scenario: 1) Account 2) New Project

Actual=Expected= Local time is displayed in Editable Header

http://screencast.com/t/EH5OzrqSfy
AG (12/16/2015) Scenario: 1) Go to Inventory (Equip) 2) Make search with Stock No = 1, 5, 10, 15 3)
Open entities with Stock No 10 and 15

http://screencast.com/t/V1MfFvuBt6n

http://screencast.com/t/KXtHzLGJ0eqw

http://screencast.com/t/0U7ZUrOqj

AG (12/17/2015) Scenario: 1) Open Account

Actual= Expected=There is no counts in Fee Schedule

http://screencast.com/t/mGYCZUsJux27

2) Add/Link/ Fee Schedule

Actual= Expected=There is no counts in Fee Schedule

http://screencast.com/t/tegjtz9KAlXn

I&T: Fee Schedule from other entities pass

AG (12/17/2015) Scenario: 1) Open Account

Actual= Expected=There is not In-House Warranty in view.

http://screencast.com/t/0mwmxT0nb

I&T: Print view, Configure view - pass

AG (12/17/2015) Scenario: 1) Open Project with Medias and Fee Schedule 2) Go to linked Fee Schedule
3) Media/Link Actual= Expected=dropdown with Media names only
http://screencast.com/t/mz0dVnGe2Prq

4) Link two *.png or *.jpg file Actual = Medias are added, second file is open. Expected = Medias are
added only
http://screencast.com/t/8vCIzFRy
5) Add 2 or more Media
6) Remove it all
7) Link and add any Media. Actual = It is impossible to check any file. Expected = Media is possible
to check and add.
http://screencast.com/t/kL4kZJ9mZIh6

AG (12/21/2015) Scenario: 1) Inventory 2) Search Make criteria A&

Actual= Expected=2 values in grid with Make = A&l - http://screencast.com/t/tYDMHNFfn3

3) Search Make criteria start with A&L Actual= Expected=2 values in grid with Make = A&l -
http://screencast.com/t/NPvfcsTfIM

4) Search Make criteria A&J Actual= Expected=no values in grid - http://screencast.com/t/SjrArasAo

http://screencast.com/t/IV9toImM

Non-identical names for grid and search in Project Site

http://screencast.com/t/6HfULCWK

http://screencast.com/t/rEfnxGx2Q6m9

http://screencast.com/t/KGymkBdF

AG (12/23/2015) Scenario: 1) Activity 2) Open Search criteria

Actual= Expected= There are not First name (account) and Last name (account) in search criteria -
http://screencast.com/t/Qe6RVTXS

I&T: Other grids - pass

AG (12/24/2015) Scenario: 1) Open Project with Contract 2) Option/Link/Contract


Actual= Expected=Contract is displayed the same in both views - http://screencast.com/t/uPlonTG7uHmq

3) Clear in Option/Link/Contract

Actual= Expected=Contract is displayed the same in both views, Link field doesnt overlaps name
Contract - http://screencast.com/t/DapSbWGIt

4) Back to Account
5) Option/Link/Headquarters

Actual= Expected=In both view headquarters are the same, contains Bldg Name, City and state (for non-
New Zealand countries), caption is linked with entity, entity open by click

http://screencast.com/t/CcBnnWEYRqYq

AG (12/28/2015) Scenario: 1) BayWest Cust, Accounts search grid 2) Classifications, set (!=) operator 3)
Mark 'Hub-hub zone' and 'Large' 4) Search Actual=Expected: no accounts with Hub and Large
classification in grid

http://screencast.com/t/aDCAjhFr5u

AG (12/28/2015) Scenario: 1) Create new project 2) Save Actual=Expected=Message with required fields
is displayed, required fields are marked 3) Fill Project Site Actual=Mark still is displayed Expected=Mark
is disappeared (as for Work state)

http://screencast.com/t/9FxwBsqyM

Field Opportunity Manager is required, but isnt marked. - http://screencast.com/t/7eCHPv9s

AG (12/28/2015) Scenario: 1) Star Wars Company 2) Office Locations 3) 12345 ACT/Open Actual:
State=New Zealand State=Australian Capital Territory
When Edit State is empty

Missing data. State field properties not the same in views. 1) Star Wars Company 2) Office Locations 3)
new - http://screencast.com/t/4mnlppUbQDZ 4) Open - http://screencast.com/t/RRkghKoN 5) Edit -
http://screencast.com/t/xQaQa6c8kj47

Expected: All views are the same.


AG (12/29/2015) Scenario: 1) Company32 2) Feeds 3) testT Delivery Request 4) Delivery Information
5) Edit 6) Change Delivery to Dealership 6) Fill (Delivery) Street, City, State, Zip 7) Save

Actual=Message Property (Pick up) Location # is required

http://screencast.com/t/eRNWTQ76ATI

Second column in Account Equipment still isnt displayed

http://screencast.com/t/XxPYj36EoSUM - android

http://screencast.com/t/cQnHIPgsah - SL

Missing data. State field properties not the same in views. 1) Star Wars Company 2) Location 3) Postal
address - http://screencast.com/t/MvV8KpIODe 4) Open - http://screencast.com/t/P63zGhHpmk 5) Edit -
http://screencast.com/t/yM0Lpwuqd Expected: All views are the same.

AG (1/12/2016) Scenario: 1) Any Account Equipment 2) Change Franchise, Make, Model 3) Save&Close
- http://screencast.com/t/JVsEGK06M 4) Run Ctrax_Equip_Account_Equipment_Maint -
http://screencast.com/t/SL3drafX 5) Open Account Equipment - http://screencast.com/t/XvRGxyskFWr

Actual=Expected=Old setting restore

Bug - 'x' button in righmost column header field is cutted Scenario: 1) Any search grid (e.g. Sales Call) 2)
Search without vertical scroolbar 3) Move cursor to the rightmost column header Actual='x' button is
cutted - https://monosnap.com/file/x7tLxlakJJjmB6MwBq6f9AoxN3auTk# Expected=no cutting When
open New search grid without search 'x' button is cutted too -
https://monosnap.com/file/qHTcSVKnGqEECAicOfGHMjUnWTvg4c#
http://screencast.com/t/JVsEGK06M

http://screencast.com/t/XvRGxyskFWr

Scenario: 1) Go to Call 2) Link Equipment and Inventory 3) Options/Print. Actual=Expected: entities icons
in Print http://screencast.com/t/k5wzLL3Q

AG (1/21/2016) Scenario: 1) User/Menu 2) Press Home and try to move it in the middle of the list

Actual=End of the list is displayed - http://screencast.com/t/WWswcxQ905w

Expected=List moves down slowly.

http://screencast.com/t/7xZifbot1h8

http://screencast.com/t/miWqn9Eyj

Start situation - http://screencast.com/t/EXcOjjyvBn

http://screencast.com/t/gYaUg35WLSPo

http://screencast.com/t/XSFszTdbowu
http://screencast.com/t/xkhntA5y

1) Remove search criteria

2) Add 60 day Agiging search criteria

3) Refresh

Actual = Expected = Is Archived search criteria is displayed in list - http://screencast.com/t/xkhntA5y

AG (1/23/2016) Scenario: 1) Create non-completed Sales Call scheduled for 1/26/16/Save&Close -


http://screencast.com/t/KWW1OnVx9

2) Open this Sales Call/Check Complete

Actual=Expected= Date is changed on today date - http://screencast.com/t/KmQPYLkPC

3) Reload account/New Sale Call

Actual=Expectad= new automated call is scheduled for 1/23/16 (today date)

4) ) Create non-completed Sales Call scheduled for 1/1/16/Save&Close -


http://screencast.com/t/MgHQNpvBDQ06

5) Open this Sales Call/Check Complete

Actual=Expected= Date isnt changed - http://screencast.com/t/NhQrTbKj5

6) Reload account/New Sale Call

Actual=Expectad= new automated call is scheduled for 1/23/16 (today date)

AG (1/26/2016)

1) Set can archive=true for Opportunity 2) Any Opportunity, Mark admin in Notification,
save&close 3) Back to opportunity, Archive 4) Check e-mail. Actual=Expected=no e-mail
AG (1/26/2016)

1) Opportunities 2) Search criteria Probability>35%/Search 3) Search criteria Close


Date=12345 (any uncorrect date)/Search

Actual=No Result Found, Export All Button is displayed

Expected= No Result Found, Export All Button isnt displayed - http://screencast.com/t/IwiEEOA3J

Reproduced for all entities search grid with numeric and date fields.

AG (1/28/2016) Scenario:

1) Budget search grid 2) Year search criteria

Actual = string operators - http://screencast.com/t/O22sVv2m Expected = Numeric operators


(like Quarter search criteria)

AG (1/28/2016) Scenario: 1) Budget search grid 2) Department search criteria. Actual=Expected=


dropdown, (=) and (!=) as operators. - http://screencast.com/t/TvuTCpuv3W4

I&T: Search with different criteria pass.

AG (1/28/2016) Scenario:

1) Accounts search grid 2) Company, operator starts with=""star"" (saved search "star in comp name") 3)
search 4) open Star Wars company 5) Save&Close (search results grid is opened);
http://screencast.com/t/EWSfYmcwEgL

Actual=Expected= Star Wars company is situated on the previous place in search results grid.

AG (1/28/2016) Scenario:

1) Accounts search=Anaco=1 result in search grid 2) Open account 3) Save&close

Actual=Expected= Account in search grid isnt change.

http://screencast.com/t/N61oe20W

AG (2/2/2016) Scenario:

1) Activity grid

Actual=(Account) columns are empty - http://screencast.com/t/GTACgrJta0s


2) Account Equipment grid - http://screencast.com/t/ZmEHdI2SJn3w

Actual=(Account) columns are empty

3) Account search grid Actual: same columns contain values. -


http://screencast.com/t/bB1EOsRxB

Expected: Antity and Activity grids contain the same values as Account search grid

Please, check other grids.

@Aleh - #4, #5 There is column Billing County in Description, but not Billing Country. Is it correct?

Scenario: 1) Opportunity grid 2) Search/Refresh 3) Mark checkbox in the table header. Actual=Expected:
nothing happens. - http://screencast.com/t/fgpM9u8u

I&T: other entity grids, search

AG (5/2/2016) Scenario:

1) Run script - http://screencast.com/t/Km9fnb9xaKXV


2) Open Alert SalesCall_Master for LARRY LastBROCKHOFC1059 - screencast.com/t/rjPNjTAfj
3) Change Sender/Save - http://screencast.com/t/wQpe25lAeS
4) Open database
Actual=Expected=Sender is changed, there is no duplicate in db -
http://screencast.com/t/aOFh12VUS9zW
5) Run Automation process
Actual=Expected=process finds records for that folowup must be created/update -
http://screencast.com/t/GSZhx6bxBtbo
6) Repeat step 4
Actual=Expected=There are no new duplicates

AG (8/2/2016) Scenario:

1) Any account without business system (ig CompanySECONDHAC9807)


2) Create new Delivery Request
3) Pick Up =Dealership
4) Delivery=Dealership

Actual=Expected= Fields *(Pick Up) Location# and *(Delivery) Location# are visible and contain
droplists with values. - http://screencast.com/t/u91c41XJr

AG (8/2/2016) Scenario:

1) Inventory/Equip/Any search
2) Any entity
Actual-Expected= detailed view - http://screencast.com/t/1UyOmv4uR8Y
3) Reports/Inventory/ 150 Day Inventory Report (EQUIP)

Actual-Expected= report is generated - http://screencast.com/t/k3lheX6JMhw1


Hello! I still have problems with vpn. Ussername/Password isn't correct. Please, fix this problem.
http://screencast.com/t/74VxCaih

http://screencast.com/t/3bCRwbUIxI2

AG (2/9/2016) Scenario:
1) Open any account, fill all fields in Profile group, create new Partner, Planning and Scoring -
http://screencast.com/t/mW4AqlJYL
2) Save
3) Open Planning search grid, check new created entity, open it - http://screencast.com/t/0aS9ybZCe5
4) Open Scoring search grid, check new created entity, open it - http://screencast.com/t/4pkJjEbnxPv
5) Open Partner search grid, check new created entity, open it - http://screencast.com/t/LTeeyRQspato
5) Check for new entities in Recent - http://screencast.com/t/2EfI03Owalv
Actual=Expected=New entities are created and displayed

I&T: Planing and Scoring in Notification, Activity, History pass. No Partner in Notification, Activity,
History pass. Link entities, Add, Add with + - pass

There is no validation for Email field in Partner, as no for Contact.

AG (2/10/2016) Scenario:
1) Open account without business system (ig CompanySECONDHAC9807)
2) Create new Delivery Request 3) Pick Up=Dealership 4) Delivery=Dealership Actual=Expected= Fields
*(Pick Up) Location# and *(Delivery) Location# are visible and contain droplists with values. -
http://screencast.com/t/8xrsIojt
5) Open account with business system (ig Company32)
6) Create new Delivery Request 7) Pick Up=Dealership 8) Delivery=Dealership Actual=Expected= Fields
*(Pick Up) Location# and *(Delivery) Location# are visible and contain droplists with values. -
http://screencast.com/t/keHEg8OohNi
Droplist for non- business system accounts contains values without any tags. Droplist for business
system accounts contains values without any tags AND items with correct BusinessSystemID in Tag -
http://screencast.com/t/Zn338FW6mdA

AG (10/2/2016) Scenario:

1) Grid, some search criteria


2) Save
3) Fill in smth (qqq)
4) Click on search criteria area - save popup will collapse
5) Go to another tab, go back.
Actual=Expected=no non-saved searches - http://screencast.com/t/UaXXO1g5X

AG (10/2/2016) Scenario:

1) Accounts grid, cearch with non-empty results


2) Mark accounts
3) Mass archive
Actual=Expected=entities are unchecked, archived entities arent displayed in grid -
http://screencast.com/t/BTMH2EhA
4) Search criteria IsArchived=true/Search
5) Mark accounts
6) Mass edit
Actual=Expected=Message None of the selected items can be edited -
http://screencast.com/t/I55bgeGy
7) Search criteria IsArchived=true&false/Search - http://screencast.com/t/qZ3O5J3j5Pd
8) Mark accounts, archived and not archived
9) Mass edit

Actual=Expected=message not all the selected items will be edited, not archived accounts are
edited, archived accounts arent edited, all accounts are displayed in grid.

AG (11/2/2016) Scenario:

1) Accounts grid, search with non-empty results


2) Mark accounts
3) Mass archive
Actual=Expected= message Are you sure you want to archive 3 Account -
http://screencast.com/t/zpIRjeCHf

I&T: T1, T2 search grids, Search criteria IsArchived=True&False, Opportunity grid with 2 or more entities
in results (some of them couldnt be archived) pass

Cosmetic: There are no spaces when message contains 2 or more entities -


http://screencast.com/t/Tp5Sm5Cwdlg

AG (11/2/2016) Scenario:

1) Account
2) Mark accounts
3) Mass archive
Actual=Expected= message Are you sure you want to archive 3 Account -
http://screencast.com/t/zpIRjeCHf

AG (12/2/2016) Scenario:

1) Can archive Alert=Yes, Can Archive Opportunity=No


2) Activity search grid/Search for Alerts and Opportunities
3) Check any Alerts and Opportunities
4) Archive
Actual=Expected= Alerts are archived, Opportunities are not archived -
http://screencast.com/t/SuF6gyTBk5m

AG (12/2/2016) Scenario:

1) Inventory search grid/Open any inventory with Warranty (ig stock number 23886)
2) Warranty
Actual=Expected= Description column is displayed in grid
Screenshots: stock number 23886 http://screencast.com/t/0D140ZSB0kO
stock number 30435 - http://screencast.com/t/rtYZVtXR8ky
AG (11/2/2016) Scenario:

1) Any Opportunity (ig Test2 for STAR WAR COMPANY)


2) Type in Notes search dd
Actual=Expected=2 results in droplist - http://screencast.com/t/LZeYctD0
3) Check one of them and archive
4) Type in Notes search dd
Actual=Expected=1 results in droplist - http://screencast.com/t/AT8AOQMtrs
I&T: T1, T2 entities, Account, search by possible fields pass

http://screencast.com/t/VvyfNrt0CI

AG (2/23/2016): Scenario: 1) Any Account Actual=Expected=new names are displayed for entities -
http://screencast.com/t/HXsUiwdZ8xeq

http://screencast.com/t/MS07APJM0v

http://screencast.com/t/P69zv5JStTS

Excel - http://screencast.com/t/PhVYdAfrXcnC

1) Calendar, click on time to add SC


2) Choose acc #055457 Jerry Thomas, fill, save&close
3) Go back to this SC, click on acc
Actual=Expected=acc #055457 is opened, SC is there

AG (25/2/2016) Scenario:

1) Discount
2) Select Edit Date for search criteria;
3) Type spaces
4) Make search;
Actual=Expected= No Results found - http://screencast.com/t/pOTFMZGGn8gb
Do steps 2-4 for InHouse Warranty, Speed Of Sale, Finace Program
AG (2/23/2016): Scenario: 1) Any Account Actual=Expected=new names are displayed for entities -
http://screencast.com/t/HXsUiwdZ8xeq

2) Any

http://screencast.com/t/XEQr3hLvqD

AG (26/2/2016) Scenario:

1) Open any Accoun Scorecard


2) Change any value in Customer Profile group (ig Organization) (same for other groups)

Actual=Overall Score is changed. There are only 2 digits in fraction now.


3) Options/Print
Actual=There are 3 digits in fraction in print view. - http://screencast.com/t/YMIttMqDo1v

Expected=Same values in Entity and Print views.

AG (26/2/2016) Scenario:

1) Open any Accoun Scorecard


2) Change any value in Customer Profile group (ig Organization) (same for other groups)
3) Options/Print

Actual=Expected= Score is calculated correctly. Same values in Entity and Print views. -
http://screencast.com/t/rgqiLhRdE

AG (2/23/2016): Scenario: 1) Any Account Actual=Expected=new names are displayed for entities -
http://screencast.com/t/HXsUiwdZ8xeq
1) Account Equipment grid - http://screencast.com/t/ZmEHdI2SJn3w

Actual=(Account) columns are empty

2) Account search grid Actual: same columns contain values. -


http://screencast.com/t/bB1EOsRxB

AG (26/2/2016) Scenario:

1) Open any Accoun Scorecard


2) Change any value in Customer Profile group (ig Organization) (same for other groups)
3) Options/Print

Actual=Expected= Score is calculated correctly. Same values in Entity and Print views. -
http://screencast.com/t/rgqiLhRdE

AG (26/2/2016) Scenario:

1) New Trade Appraisal with Type = Tillage-Rollers


2) Add 3 Media
3) Print PDF
Actual=Expected=First Media is on 1 page, all media on the second page -
http://screencast.com/t/QDNdACrv

1) Account Appraisal
2) Type=Tractor
3) Tires group
4) Type in any wear % field 10000
Actual=Expected=9,999.99 % is displayed
5) Type 9,999.99 in other wear % field
Actual=Its impossible. Only 9,999.00 is displayed.
6) Type 511 in any wear % field
Actual=Expected=511.00 is displayed
7) Delete 00
8) Options/Print
Actual= 511 % in Entity view, 511,00 % in Print view
Expected=entity and Print views are the same.
AG (3/1/2016):
Scenario:
1) Warranty search grid
2) Accepted (!=) true, (!=) false/Search.
Actual=Expected=no values in search result
3) Accepted (=) true, (=) false/Search
4) Search with empty Accepted
Actual=Expected=search results in step 3 and 4 are the same, null values are replaced by false
I&T: New created warranty entity has default value Accepted=false

AG (3/1/2016):
1) Any entity (ig Trade Appraisal) 2) Media/New/From file
3) Choose large file Open.
Actual=Expected=File is uploaded, no error messages - http://screencast.com/t/0Dz788E7wD

AG (3/1/2016):
Scenario: 1) Set user's "can archive entity"=true, Refresh 2) +, Opportunity 3) Fill in all the required fields
4) Print 5) Options.
Actual=Expected=Archive option is active. - http://screencast.com/t/TzYkoPqVbIId

AG (3/1/2016):
Scenario:1) Activity 2) Entity type=Media 3) Add fields.
Actual=Expected=no empty-named search criteria - http://screencast.com/t/t2ceu626aB

AG (3/1/2016):
Scenario:1) Any Opportunity
2) Options/JDQuote/Associate
3) Search
4) Mark Show expired
Actual=Expected=Expired quotes are displayed only with marked Show expired -
http://screencast.com/t/spplIp3ce

JD - Pathways ID x861227 new password: jddeere3

AG (3/2/2016) Scenario: 1) Unquoted opp as user with can create JDQuote=true. 2)


Options/JDQuote/Copy/Active 3) SalesPerson with non-expired&expired JDQuotes (e.g. Wayne M
Hansen) 4) Search 5) Enable Show expired

Actual=Expected=non-expired and expired JDQuotes in list - http://screencast.com/t/vUIDybfffa

AG (3/2/2016):
Scenario:

For Account
1) Set user's "can archive Account"=true
2) Home, +, Prospect
3) Fill in Company
4) Alert/New/Cancel (or Option/Add/Cancel)
Actual=Expected=Expired Saving Follow Up details Bar is displayed, Account is saved

5) Options

Actual=no Archive option. Expected=Archive option.

For Opportunity

1) Set user's "can archive Opportunity"=true


2) Home, +, Prospect
3) Fill in all the required fields
4) Contacts/New/Cancel (or Option/Add/Cancel)
Actual=Expected=Expired Saving Follow Up details Bar is displayed, Account is saved

5) Options

Actual=no Archive option. Expected=Archive option.

For In-House Warranties

1) Set user's "can archive Opportunity"=true


2) Home, +, Prospect
3) Fill in all the required fields
4) Account/New (second Account !) /Cancel (or Option/Add/Cancel)
Actual=Expected=Expired Saving Follow Up details Bar is displayed, Account is saved

5) Options

Actual=no Archive option. Expected=Archive option.

AG (3/5/2016) Scenario: 1) +/Lead

Actual=Expected=single line text field Calling from location is added -


http://screencast.com/t/cicoDOblPnh

REV
AG (12/11/2015) Scenario: 1) Inventory 2) Select Saves search Actual= Expected= saved inventory
search is opened

252
http://screencast.com/t/g6rboCzCwH

AG (12/17/2015) Scenario:
1) Open Project with Medias
2) Go to linked Fee Schedule (or Contract)
3) Link two *.png or *.jpg file. Actual = Medias are added, second file is open.
Expected = Medias are added only
http://screencast.com/t/8vCIzFRy
1) Add 2 or more Media
2) 6) Remove it all
3) 7) Link and add any Media. Actual = It is impossible to check any file. Expected = Media is
possible to check and add.
http://screencast.com/t/kL4kZJ9mZIh6

AG (3/9/2016) Scenario: 1) Any opportunity


Actual=Expected=Dropdown single select field Sales Cycle is added -
http://screencast.com/t/zj6Ycwge9L
2) Go to account/Opportunity gro

I&T: Options/Add, Quick add, entity grid, activity grid pass

AG (3/9/2016) Scenario: 1) Go to entity with many media to link, wait until linked media are loaded (ig
opportunity descr opp to test emails 2) Media/New 3)Media/Link 4) Quickly, while list is being loaded,
click New (quickadd of another entity)
Actual=Expected: quickadd form is displayed, no media list on it. - http://screencast.com/t/AKZ6Zn8vT

AG (3/10/2016) 1) Log in, PL, expand any account, + 2) Choose Delivery Request 3) Set
Delivery=Dealership
Actual=Pick Up field moves right - http://screencast.com/t/DYYjuOSi3 Expected=(Pick Up) fields are
displayed (Now fields are displayed after second press on Dealership)
AG (3/10/2016) Scenario: 1) Log in, PL, expand any account, + 2) Choose Delivery Request 3)Set
Delivery=Dealership and Pick-up=Dealership.

Actual=Expected=there is Location # field with dropdown corresponding to acc's business system id -


http://screencast.com/t/BPs87iG0GN

4) Account 5) Options/Add/Delivery Request 5)Set Delivery=Dealership and Pick-up=Dealership.

Actual=Expected=there is Location # field with dropdown corresponding to acc's business system


id - http://screencast.com/t/Oy1i0ak0Z4

7) Account 8) Delivery Request/New 9)Set Delivery=Dealership and Pick-up=Dealership.

Actual=Expected=there is Location # field with dropdown corresponding to acc's business system


id - http://screencast.com/t/na5NKmN28

10) Home/+/Delivery Request 11) Set Delivery=Dealership and Pick-up=Dealership 12) link any
account

Actual=Expected=there is Location # field with dropdown corresponding to acc's business system


id - http://screencast.com/t/l1R4ln96

AG (3/112016) Scenario: 1) Opportunities search grid 2) '+'/Opportunity 3) Fill all required


fields/Save&close 4) '+'/Opportunity

Actual=Expected=Notification doesn't overlaps description - http://screencast.com/t/BNPkbbFNr

AG (3/112016) Scenario:

1. Delivery Request search grid 2. Set (Delivery) Location# or (Delivery) Location # = '0-Dummy
Location without tags'; 3. Search
Actual= Expected=Location # ('0-Dummy Location without tags') is displayed in grid -
http://screencast.com/t/xfMWeXxN

Same for (Pick Up) Location# - http://screencast.com/t/AxiWzMYvBUo

Delivery Request grid in Account view - http://screencast.com/t/OkDmmx03S9


Delivery Request grid in Opportunity view - http://screencast.com/t/Md4omWobC

http://screencast.com/t/rNmMwUqAOl4r

AG (3/15/2016) Scenario: 1) Login as Denise Semago 2) Home/+/Prospect 3) Fill in Company name,


Save&Close 4) Search with this company name Actual: New company is searchable in search grid -
http://screencast.com/t/H2Zkrs7cDZ There are not Note or Conversation in Recent Feeds -
http://screencast.com/t/VEKPJXnwiX
AG (3/15/2016) Scenario: 1) Home/+/Prospect 2) Fill in Company name, Save&Close 3) Search with this
company name
Actual=Expected= New company is searchable in search grid -

There is new Note in Recent Feeds -

CTX cust

Scenario: 1) Home/+/Prospect 2) Fill in Company name, Save&Close 3) Search with this company name
Actual=Expected= New company is searchable in search grid - http://screencast.com/t/ZqnOcvnUZ15

There is new Conversation in Recent Feeds - http://screencast.com/t/iMJpiF9l4

AG (3/16/2016): Scenario 1) Open readonly entity you do not own 2) Options 3) Click Archive
Actual=Expected=Entity is archived - http://screencast.com/t/HCwLMleU7cs
4) Login as entity owner 5) Search for archived entity
Actual=Expected=Entity is archived and searchable - http://screencast.com/t/DydmhggEXFRf

AG (3/16/2016): Scenario 1) Open any Case/Check it Close Date 2) Account with this Case/Feeds/Find
this Case 3) Check date
Actual=Expected=Date in Feeds=Case Close date - http://screencast.com/t/PlBoRrro
4) Open Case/Edit it/Save&Close
Actual=Expected= Date in Active Feeds isnt change, New Feed with Edit date is created in History -
http://screencast.com/t/1GbsdoIA
5) Options/Print
Actual= Date in Print Feeds=Case Close date +03:00 - http://screencast.com/t/N3O6hMVXO5hR
Expected= Date in Print Feeds=Case Close

AG (3/16/2016): Scenario ). Testsl. Go to Account/Feeds


Actual=Expected: ActionDateTime contain Time value http://screencast.com/t/1I0GZiICC video -
http://screencast.com/t/s9ycY1ptD1LY
Entity feeds, completed feeds http://screencast.com/t/9KO8dAkWAvSZ

AG (3/16/2016): Scenario 1) Open any Account 2) Options/Configure view/Recet to default

Actual=Expected=Towers and Receivers groups are hiden - http://screencast.com/t/jWW5cX870V

3) Close
Actual=Expected=There are no Towers and Receivers groups in Account view

Refresh, Log out/Log in, change user settings (Can create/can view Towers/Receivers), change configure
view, print pass

AG (3/16/2016): Scenario 1) Log In 2) Saved Search 3) Wait 5 sec

Actual=app crashes
Expected= saved search list is opened
AG (3/17/2016): Scenario: 1) Account 2) Add receiver 3) Feeds/History Feeds with Receiver on in
settings.

Actual=Expected=There are Receivers in Account history feeds both in Account and Print view, no
Receivers in Action Feeds - http://screencast.com/t/n1l4NU3dH http://screencast.com/t/VaIwkg0u9TPB
There are Receivers in Recent feeds - http://screencast.com/t/Lf1Mp7rp

AG (3/17/2016): Scenario: 1) Admin/Can view receivers=false/Refresh 2) Account 3) Feeds/Settings=all


visible 3) Options/Print
Actual=no Receivers in History feeds in Account view, but there are in Print view -
http://screencast.com/t/xSqTyQT9bp

AG (3/17/2016): Scenario: 1) Login as user with default layout settings and can view towers and
receivers=true 2) Go to account 3) Options/Print.
Actual=Expected=no towers and receivers in print - http://screencast.com/t/nT9azFchOV

AG (3/17/2016): Scenario: 1) Open saved search to e-mail form 2) New 3) Choose daily - mouse in the
bottom part of the field.
Actual= Expected: nothing expands, Daily is chosen - http://screencast.com/t/LbMfNat5Svx

AG (3/18/2016) Scenario:
1) Can Mass edit=true
2) Tower search grid/Select editable entities 3) Edit 4) Select any status
Actual=Expected=status is changed to selected for all selected entities -
http://screencast.com/t/XVRAqt6vc
Truck - http://screencast.com/t/70isNowJpCfQ
Suppliers - http://screencast.com/t/Llkpvor8Xv
Build - http://screencast.com/t/6H6SnBkD7e
Budget - http://screencast.com/t/cawFpbvKchd
5) Can Mass edit=false
6) Tower search grid/Select editable entities
Actual=Expected=No Edit button - http://screencast.com/t/l7vYZwvvdNlt

AG (3/18/2016) Scenario

1. Login as Denise Semago; 2. Go to Opportunity search grid; 3. Add Sheduled email

Actual = cvs result isnt match SL - http://screencast.com/t/Yjsd3TO9ynys

Expected= cvs result match SL


AG (3/18/2016): 1) Login 2) Search pane search (e.g. Sacramento) 3) Refresh 4) Check an account 5)
Target.
Actual=Expected=no white line - http://screencast.com/t/BQLlJOyu
Same in Activity grid - http://screencast.com/t/BTFB9fsqb6rq
No Target is in the list - http://screencast.com/t/dgtCjWL4A1B

AG (3/18/2016) Scenario: 1) Account grid 2) Last name search criteria 3) Type 5 search criteria dddd,
fg, fff, ff, fd

Actual=Expected= no long space between conditions in second line

AG (3/21/2016) Scenario:

1) Account/Any Saved search/Automation Setup 2) Set Up Starts On > Ends On (ig. 3/21/2016
and 14/21/2016) 3) Set Up Frequency and Email to 4) Save
Actual=Expected=Message Ends On should be greater than Starts On -
http://screencast.com/t/tuMQIa7KwL8

AG (3/21/2016) Scenario:

1) Account 2) Any Saved search 3) Automation Setup


Actual=Expected= Saved search name in the pop-up's header -
http://screencast.com/t/nVvNi1w1VooL
I&T: T1, T2, Activity, Inventory -pass

AG (3/21/2016) Scenario:

1) Account 2) Any Saved search 3) Automation Setup


Actual=Expected= Saved search name in the pop-up's header -
http://screencast.com/t/nVvNi1w1VooL
I&T: T1, T2, Activity, Inventory -pass

AG (3/22/2016) Scenario:

1) Account/Service Request/New 2) Save


Actual=Message about required field Description - http://screencast.com/t/63dkeNN4W
3) Fill Description 4) Save
Actual=Message about required field Location - http://screencast.com/t/EQhLFpH8l
Expected=One message about all required fields
AG (3/22/2016) Bug on demosl created Searching is displayed in Tasks
Scenario:

Account/Searching/New 2) Fill required fields (Description) 3) Save -


http://screencast.com/t/RmY19SuS2
4) Back to account/Tasks
Actual=New created Searching is displayed in Task group. When trying to open apps crashes -
http://screencast.com/t/r3PweFAT
Expected=no Searching in Task group

AG (3/22/2016) Bug Export All isnt display after search with more results than are displayed in
Activity, T1, T2 search grids
Scenario:

1) Activity search grid 2) Make search with >100 results (ig Entity type=Call)
Actual=No Export All button - http://screencast.com/t/0iE9Boi3t
2) Check any entity (or check all)
Actual= Export All button is displayed video - http://screencast.com/t/DHUdlXcElPE
Same in Opportunity search grid - http://screencast.com/t/jU34Acm1
Same for office location - http://screencast.com/t/YhkVVCudP
Expected=Export All button already after search as in Account search grid (Natalia/AG)

AG (3/22/2016) Bug on testsl/demosl Open button is missed during orientation change


Scenario:
1) Portrait orientation 2) Account/Assignments 2) Open TM (or any other) 3) Back/ Landscape
orientation
Actual=No Open button on page - http://screencast.com/t/hU3crBJm3ng0
Expected=Open button is displayed
Open button is displayed if scroll page or press on page

AG (3/23/2016) Bug on testsl Android isnt match SL


Scenario:
1) Account/Service Request/New 2) Fill Description field
Actual=Location field is marked as required. There is no such field in SL.
3) Fill Location field 4) Save
Actual=Service Request is saved. PO Number field isnt required. This field is required in
SL.
Android - http://screencast.com/t/CXjyQjBF
SL - http://screencast.com/t/UonQcsS5fjW4
Expected=Same required fields in SL and Android (Description and PO Number), no
Location field in Android.

AG (3/23/2016) Bug on demosl apps crashes during new Service Request creation
1) Open any account (ig. Town of Cleveland)
2) Service Request group/New

Actual= apps crashes

Expected=New Service Request page opens


AG (3/25/2016) Scenario: 1) Inventory/PFW, Cost switch off 2) Open any entity 3) Spec lines

Actual=Expected=costs arent displayed in SpecLine tab - http://screencast.com/t/fFjpY9T6KPE

AG (3/25/2016) Scenario: 1) Inventory/Equip, Cost switch on 2) Search with stock#=6208 3) Open item
details, Spec lines 4) Cost switch off.

Actual=Expected: Totals are hidden too, under List column there is Totals of list -
http://screencast.com/t/cK2Et59sF

AG (3/28/2016) Scenario: 1) Account/Select Saved search/Any empty Automation setup (ig 1&2)

Actual=Expected=Group name is "Scheduled Reports", group is empty=collapsed -


http://screencast.com/t/xmvaBhoV

2) Expand group

Actual=Expected= Grid display is contained all columns - http://screencast.com/t/Z01nbgNjpAcQ

3) New

Actual=Expected= Ends on value=Never - http://screencast.com/t/oTHM5JXjx2J6

AG (3/28/2016) Bug - Ends on displayed as Never in grid and as M/d/yyyy in properties

Scenario: 1) Account/Select Saved search/Automation setup (ig 2A)

2) Open any Report with Ends on=Never

Actual=Expected= Ends on=Never

3) Cancel
4) Open any Report with Ends onNever/Cancel
5) Reopen Report from step 2)

Actual= Ends on valueNever, M/d/yyyy in value - http://screencast.com/t/w0l0HbaEcm28

Expected: Ends on=Never

For Undercarriage inspection entity we have now two Attachment group

1) Attachment same as other entities Attachments group for linked files


2) Attachments - Undercarriage inspection local property for models

May we rename one of them?

Undercarriage inspection - http://screencast.com/t/cj9K0duf

Other entity (ig. Alert) - http://screencast.com/t/mG5JjKxoTpB


Scenario: 1) Saved search, click on scheduled saved search settings twice or more times while form isn't
loaded yet

Actual=Expected= Only 1 form is opened - http://screencast.com/t/YzvY31AC7


http://screencast.com/t/7VAPqVyxlh

Scenario: 1) Any account/Options/Add/Undercarriage inspection

Actual=Expected=2 groups are displayed UC Attachments and Attachments

2) UC Attachments/Add/Save

3) Attachments/New/Open

Actual=Expected=groups and elements arent overlaps - http://screencast.com/t/WMOxT614Q

AG (3/30/2016): Scenario: 1) Open any sales call

Actual=Expected=Tasks group is added - http://screencast.com/t/qFt5cRHiDe8

2) Open any Task

Actual=Expected=Sales call and Account Equipment groups are added -


http://screencast.com/t/NzAtpjU1

3) Open any Account Equipment

Actual=Expected= Sales call, Note, Opportunity, Service Request, Delivery Request, Case groups are
added - http://screencast.com/t/NCz12tKoi6

4) Open any Lead

Actual=Expected= Inventory, Sales Call, Opportunity groups are added -


http://screencast.com/t/oYzwcztJgEfm

5) Any Account/Service Request/New

Actual=Expected= Account equipment is added in Quick Add - http://screencast.com/t/O19VmZlFn

6) Any Account/Delivery Request/New

Actual=Expected= Account equipment, Inventory are added in Quick Add -


http://screencast.com/t/WypeqMvvMk

7) Any Account/Opportunity/New

Actual=Expected= Inventory is added in Quick Add - http://screencast.com/t/E2QubS5rq

8) Any Account/Alert/New

Actual=Expected= Contacts, Account equipments are added in Quick Add -


http://screencast.com/t/iZwuE3vZ
Scenario: 9) Admin/Can view Inventory=false 10) Any Lead with non-empty Inventory 11) Options/Print
Actual= Expected=No Inventory in Print view - http://screencast.com/t/aVaQZc7oMkt
http://screencast.com/t/sNHY80cPhXMp http://screencast.com/t/g58a57po

AG (3/29/2016) Scenario: 1) Go to scheduled search 2) New 3) Set frequency Weekly, mark Sunday only
4) Fill all the required fields 5) Save, Done. 6) Re-open scheduled search.
Actual=Expected: there is only previously saved day of the week (Sunday) -
http://screencast.com/t/JEcdNynParb

Bug. If some subgroups are configured as invisible they are still displayed in Print view

Scenario: 1) Any account 2) Options/Configure view 3) Mark Class, Account Number, Company as
invisible. 4) Close 5) Options/Print
Actual= Class, Account Number, Company fields in Detail group are invisible in entity view, but are
displayed in Print view - http://screencast.com/t/ZVJERLogYvq

Expected= Class, Account Number, Company fields are invisible both in entity and print views

Same for all subgroups. (AG)

Scenario: 1) Admin/Can view Inventory=false 2) Any Lead with non-empty Inventory 3) Options/Print
Actual= Expected=No Inventory in Print view - http://screencast.com/t/aVaQZc7oMkt

Same for all entities with Inventory group (Alert, Case, Commission, DeliveryRequest, Lead, etc.)

AG (3/30/2016) Scenario: 1) Go to contact 2) Upload 1st attachment 3) Open it 4) Upload 2nd


attachment.
Actual=Expected: 1st and 2nd attachments in grid - http://screencast.com/t/XxOsRuBYMaZ
http://screencast.com/t/Y24ABhogCoyU

AG (3/30/2016) Scenario: 1) Any account 2) Options/Configure view 3) Mark Class, Account Number,
Company as invisible. 4) Close 5) Options/Print

Actual= Expected= Class, Account Number, Company fields are invisible both in entity and print views
http://screencast.com/t/3JguscWq
AG (3/31/2016) 1) Account/Add entity (e.g. Sales Call) 2) Set owner so that there are 'alien' owners (not
the user who creates) 3) Fill all the required fields 4) Print.

Actual=Expected=users in Notifications both in print and on screen - http://screencast.com/t/fCHsT0E8

Check with many 'alien' users in Owner, check without logined user in Owner, with same users in Owner
and Notification pass.

Check with other entities pass.

Opportunity - http://screencast.com/t/htnhzwM5

Check other saving without re-opening (add, share, copy) - pass

AG (3/31/2016) Scenario:

1) Login as Denise Semago 2) Open Call entity 3) Make Description field hidded (Layout config) 4)
Print 6) Make Description field visible (Layout config); 7) Print

Actual=Expected=Description is visible in Print view - http://screencast.com/t/gqnToxyGTEr0

8) Logout 9) Login as Antonio Navarro 10) Open any Call 11) Layout config

Actual=Expected= Description field is visible for Call, Description field is in Layout config -
http://screencast.com/t/OatLhisE

Repeat for Account, T1 with different properties.

AG (3/31/2016) Scenario:

1) Any T2 (ig Alert) 2) Options/Configure view 3) Mark Date as invisible 4) Close


Actual= Expected=Date is invisible - http://screencast.com/t/vxDj1p7JIvI

same in Activity grid - http://screencast.com/t/Smj4xgz9O9

AG (4/11/2016) Scenario: 1) Star Wars Company/Opportunityl 2) Trade Assesments/Open 3/9/16


Actual=Expected=Displayed values in grid match entity view, only visible in entity view values are
displayed in grid - http://screencast.com/t/8bOALVZO2 (grid and print view),
http://screencast.com/t/K7Ax0YZnR (entity view)

AG (4/13/2016)

Scenario: 1) Inventory/EQUIP 2) Any search 3) Add fields

Actual=Expected= Rental Customer and Rental Contact fields are added, there are now such
field search fields list - http://screencast.com/t/ZcX5hMfkVGp1
AG (4/18/2016) Scenario: 1. Open Account 2. Click Options->ConfigureView 3. Click 'Reset to default' 4.
Click Options->ConfigureView 5. Add green plus button for Towers to add Towers to visible views
Actual= Expected=Towers displayed in the correct position in Configure Layout -
http://screencast.com/t/UhOxXAR1
6. Close
Actual= Expected=Towers displayed in the correct position in Account view -
http://screencast.com/t/ixETYCzm
7. Login as same user (Denise Semago) on Android
8. Open account
Actual= Expected=Towers displayed in the correct position in Account view -
http://screencast.com/t/pIcME00Q0pm
Video - http://screencast.com/t/mnWZJDDxO

AG (4/22/2016) Scenario:
1) Open any account/Case/Print
Actual=Expected=Type field is displayed in entity and print view - http://screencast.com/t/Vpk8dbsZByP
2) Return to Account/Print
Actual=Expected=Type field is displayed in account and print view - http://screencast.com/t/jqbLWaDb9
3) Request search grid

Actual=Expected=Type field is displayed - http://screencast.com/t/wXNvpHz7cKET

4) Activity grid/Entity type=Request

Actual=Expected=Type field is displayed - http://screencast.com/t/ng27xTdl39

5) Create new Case

Actual=Expected=Type field is displayed, default value=Customer -


http://screencast.com/t/Jw3Q4PvkSaS

For Pringles Scenario:


1) Pringles cust
2) Open any account/Case/

Actual=Expected=two possible value in Type dropdown (Customer and Precision), Make and Category
fields are required, Subscription single select list (with values Yes, No, New, Check) is added,
'Time Charged' is added, Make/Model and Horsepower fields are hidden -
http://screencast.com/t/jVIoUk2S7ZD
http://screencast.com/t/TFSNoY3IVIRw
http://screencast.com/t/JpOIePiSe
with print view - http://screencast.com/t/s3Lsd430
3) Type=Customer

Actual=Expected=7 values in Category dropdown (Billing - Follow up, Billing Overdue, Issue
Other, Issue Parts, Issue Sales, Issue Service, Other) - http://screencast.com/t/Lc2X9GmgqG

4) Change Type to Precision


Actual=Expected=8 values in Category dropdown (Ag Mgmt Solutions, Display, Field and Crop,
GPS Receiver, Guidance, Information Mgmt, Telematics, Other) -
http://screencast.com/t/daDXy9veRBBb
5) Check for new named fields (Time Charged and Subscription in entity grid, entity search grid,
activity grid - http://screencast.com/t/R1xPdjOw
http://screencast.com/t/53qatpy1d8DF
http://screencast.com/t/upTNiodF
6) Create Case with To Bill status
Actual=Expected= Case with To Bill status is Active - http://screencast.com/t/c7yShkVMuBp

AG (4/22/2016)

Scenario: 1) Login 2) Inventory


Actual=Expected=Inventory search grid is displayed - http://screencast.com/t/dq2wND5JOhT

, . , .

AG (4/22/2016) Scenario: 1)Account 2) Set Delivery address for maps (Google maps will disply) 3)
Options/Print
Actual=Expected=Type Delivery in Print - http://screencast.com/t/BzoSKFovsKm7

AG (4/23/2016) Scenario: 1) Open any account/Case/Print Actual=Expected=Type field is displayed in


entity and print view - http://screencast.com/t/Vpk8dbsZByP 2) Return to Account/Print
Actual=Expected=Type field is displayed in account and print view - http://screencast.com/t/jqbLWaDb9
3) Request search grid Actual=Expected=Type field is displayed -
http://screencast.com/t/wXNvpHz7cKET 4) Activity grid/Entity type=Request Actual=Expected=Type field
is displayed - http://screencast.com/t/ng27xTdl39 5) Create new Case Actual=Expected=Type field is
displayed, default value=Customer - http://screencast.com/t/Jw3Q4PvkSaS

For Pringles Scenario: 1) Pringles cust 2) Open any account/Case/ Actual=Expected=two possible value
in Type dropdown (Customer and Precision), Make and Category fields are required, Subscription single
select list (with values Yes, No, New, Check) is added, 'Time Charged' is added, Make/Model and
Horsepower fields are hidden - http://screencast.com/t/jVIoUk2S7ZD
http://screencast.com/t/TFSNoY3IVIRw http://screencast.com/t/JpOIePiSe with print view -
http://screencast.com/t/s3Lsd430 3) Type=Customer Actual=Expected=7 values in Category dropdown
(Billing - Follow up, Billing Overdue, Issue Other, Issue Parts, Issue Sales, Issue Service, Other)
- http://screencast.com/t/Lc2X9GmgqG 4) Change Type to Precision Actual=Expected=8 values in
Category dropdown (Ag Mgmt Solutions, Display, Field and Crop, GPS Receiver, Guidance, Information
Mgmt, Telematics, Other) - http://screencast.com/t/daDXy9veRBBb 5) Check for new named fields (Time
Charged and Subscription in entity grid, entity search grid, activity grid -
http://screencast.com/t/R1xPdjOw http://screencast.com/t/53qatpy1d8DF
http://screencast.com/t/upTNiodF 6) Create Case with To Bill status Actual=Expected= Case with To
Bill status is Active - http://screencast.com/t/c7yShkVMuBp
AG (4/25/2016) Scenario: 1) Open any account
Actual=Expected=Contact Type field is displayed, field is readonly - http://screencast.com/t/Z5PNeHF9
http://screencast.com/t/3Zssc5r5Gf
2) Account grid
Actual=Expected= Contact Type field is displayed - http://screencast.com/t/MzZl5QS0GRYq

1) Open Quote with Dummy Account (e.g. with name = 1999)

Actual=Expected=groups should be invisible - http://screencast.com/t/OLBt6hUr

2) Select Account

Actual=Expected=groups should be invisible - http://screencast.com/t/sJYebqt3ZjzP

3) Set ForceAccountSelectionWhenDummy=false in AdditionalProperties (Crm.Entity), restart IIS;


Actual=Expected=groups should be visible -
4) Check JDQuote search grid;
Actual=Expected=Salesperson and Customer Name should be in search properties and in grid
columns - http://screencast.com/t/BZ1qAJNLeap
5) Check Crm.Quote table
Expected: IsLinkedToOpportunity should be in table;
6) Check JDQuote search grid
Actual=Expected=IsLinkedToOpportunity should be in Serach grid
http://screencast.com/t/01srgt1TH
7) EXEC [Crm].[prAddUpdateJDQuote] @intQuoteID=1010125, @chvQuoteName='125',
@chvCustomerName='AlexP', @chvSalesPerson='AlexP2',
@chvSalespersonDeereUserId='x851498', @chvCustomerNotes='Note1',
@chvDealerAccountNumber='12345', @decDownPayment=123, @decGrossMargin=321,
@decGrossProfit=312, @decNetCost=213, @decNetProceeds=112, @decTaxAmount=122,
@decTotalNetTradeValue=212, @decTradeDifference=331;
8) Actual: Record not add into Crm.Quote table and Crm.JDQuote; Expected: Record should be
added into Crm.Quote table and Crm.JDQuote;
9) 5) Columns CustomerNotes, DealerAccountNumber, DownPayment, GrossMargin, GrossProfit,
NetCost, NetProceeds, TaxAmount, TotalNetTradeValue, TradeDifference columns are missing
in Crm.JDQuote.

Check Crm.Quote table; Expected: IsLinkedToOpportunity should be in table;

Columns CustomerNotes, DealerAccountNumber, DownPayment, GrossMargin, GrossProfit, NetCost,


NetProceeds, TaxAmount, TotalNetTradeValue, TradeDifference columns are missing in Crm.JDQuote.
AG (4/26/2016) Scenario: 1) Pringles cust 2) Open any account/Case Actual=Expected=two possible
value in Type dropdown (Customer and Precision)

3) Type=Customer Actual=Expected=7 values in Category dropdown (Billing - Follow up, Billing


Overdue, Issue Other, Issue Parts, Issue Sales, Issue Service, Other) -
http://screencast.com/t/X0ifxrqmrmBw

4) Change Type to Precision Actual=Expected=8 values in Category dropdown (Ag Mgmt Solutions,
Display, Field and Crop, GPS Receiver, Guidance, Information Mgmt, Telematics, Other) -
http://screencast.com/t/rYi9USlgmM9

5) Check Crm.Case

Actual=Expected=No Category column in Crm.Case, CategoryKey is in. -


http://screencast.com/t/46LmnB7w4ql

AG (4/26/2016) Scenario: 1) Opportunity 2) Try to link JD Quote

Actual=Expected=Quote Name Quote ID Owner Status Date in list -


http://screencast.com/t/88jw6olAH2 - http://screencast.com/t/Hb9reZzfQ

3) Open JDQuote

Actual=Expected=Quote Type field is situated between Notification and Status -


http://screencast.com/t/DF71SyspRWr7

4) Link Account (or Open JDQuote with Account)


Actual=Expected=Groups are displayed, Attachments icon is displayed -
http://screencast.com/t/OTtBjUgoMkTV

AG (4/26/2016) Scenario: 1) Create new prospect for merge 2) Save and Close 3) Select Merge
Account/Merge

Actual= Expected=user activity is blocked during merge - http://screencast.com/t/acUWRuMi

Bug - Request entity view doesn't match SL


3/27/2016 1.16.23 Request 1) Category field is displayed for all custs, not for Pringles only

AG (4/27/2016) Scenario:
1) Open any Account 2) Print
Actual-Expected= JDQoute group is situated below Opportunity group in Account and Print views -
http://screencast.com/t/yn4VdCCOd

3) Options/Add/JDQoute

Actual=Expected=All elements are on the correct places - http://screencast.com/t/PqvWrOw2Ddl

4) Fill Required fields/Create/Reopen JDQoute


Actual=Expected= Quote ID, Balance Due and Cust ID (CKC) fields are displayed, all fields and
groups from step 3) are displayed too - http://screencast.com/t/ZPICTJS1qW9
AG (4/27/2016) Scenario:
1) Create New Prospect

Actual=Expected=Create option - http://screencast.com/t/plYcNTlA

2) Fill company 3) Options/Print

Actual=Expected=Prospect is saved, Create is changed to Save&Close -


http://screencast.com/t/dvB2BOp1n2

3) Add new T1 by Quick add

Actual=Expected=Create option - http://screencast.com/t/s2EKTQt4B

4) Add new T2 by Quick add

Actual=Expected=Create option - http://screencast.com/t/jNaOUczG6GC

5) Options/Add

Actual=Expected=Create option - http://screencast.com/t/ndxfO0C2psf

AG (4/27/2016) Scenario:

1) Open any Account with JDQouts 2) JDQouts


Actual=Expected= Quote ID is the left column in the JD Quote grid -
http://screencast.com/t/omN4QgXdapV
3) Press on any Quote ID

Actual=Expected=John Deere Login page - http://screencast.com/t/o0x0ERldzFgx

After login JDQoute page - http://screencast.com/t/8oYtrx7Tu

Tested for different users, user can change columns order manually

AG (4/28/2016) Scenario:

1. Open JDQuote; 2. Open linked Opportunity from JDQuote 3) Print

Actual: Opportunity Feeds=Expected=Admin for JDQuotes in Opportunity Feeds 9in entity view and in
print view) - http://screencast.com/t/v6qschuyb

http://screencast.com/t/GGPjBhpRnUWn

AG (4/28/2016) Scenario:

1) Any account 2) Options/ add Account Plan 3) Fill required fields 3) Uncheck all owners 4) Create.
Actual=Expected=verification message, owner is required like in other t2s -
http://screencast.com/t/rUL0poseBX
AG (4/28/2016) Scenario:
1) Check any Account with Account Code is NULL and Prev Account is NOT NULL (e.g.
Company=36615)/Options/Print
Actual=Expected=Account Type field is displayed, Account type=Orphan in account and print
views - http://screencast.com/t/YiRTkJzCBNGp
2) Check any Account with Account Code is NULL and Prev Account is NULL (e.g.
Company=testcompany021)/Options/Print
Actual=Expected=Account Type field is displayed, Account type=Prospect in account and print
views - http://screencast.com/t/YiRTkJzCBNGp
3) Check any Account with Account Code is NOT NULL (e.g.
Company=Company32)/Options/Print
Actual=Expected=Account Type field is displayed, Account type=Account in account and print
views - http://screencast.com/t/YyTNioR0q
4) Create new prospect
Actual=Expected= readonly empty field Account Type is displayed -
http://screencast.com/t/hHNoNc5du
5) Open newly created prospect
Actual=Expected=Prospect in Account Type field - http://screencast.com/t/r5UBlEG2Ei5
6) Account search grid
Actual=Expected=Account Type is in grid and in search properties -
http://screencast.com/t/bA5XKIpiQ

AG (4/29/2016) Scenario:
1) Open any Case

Actual=Expected=Sales Call and Case as a flow groups on 3 and 4 places -


http://screencast.com/t/lcFDkA8f

2) Options/Add/Case

Actual=Expected= Sales Call and Case as a flow groups on 3 and 4 places in New Case -
http://screencast.com/t/DSoduh72w

3) Open any Sales Call

Actual=Expected= Case as a flow group on 3 place, Equipment and Inventory flows are moved to the
Main group - http://screencast.com/t/xHCtMUscYM2

4) Options/Add/ Sales Call

Actual=Expected= Case as a flow group on 3 place, Equipment and Inventory flows are moved to the
Main group - http://screencast.com/t/ZxuvyjnNZpca

5) Open any Tower

Actual=Expected= Receivers flow group is visible - http://screencast.com/t/OGrUWP35sel7

6) Open any Receivers


Actual=Expected= Towers flow group is visible - http://screencast.com/t/PXTjmNi2

Print pass - http://screencast.com/t/glrv3c3oq


AG (4/29/2016) Scenario:
1) Open any entity with Inventory group (e.g. Quote, if need link some Inventory)

2) Remove some columns (by x and by settings)


3) Close/Reopen entity

Actual=Expected=Removed columns arent displayed video - http://screencast.com/t/0fEsnDvV

4) Add columns, change their order


5) Close/Reopen entity

Actual=Expected=Added columns are displayed, their order is saved video -


http://screencast.com/t/PaKqqrrNyBx

6) Open other entity of the same type (Quote)

Actual=Expected=Inventory grid settings is saved (same as in previous entity) -


http://screencast.com/t/P8ILYnQdE90h

7) Open another entity with Inventory (e.g. Opportunity)

Actual=Expected=Different (own) settings for Inventory grid - http://screencast.com/t/rKRdeCdmG

Logout/Login, Refresh - pass

AG (4/29/2016) Scenario:
1) Find any entity with dummy-account (e.g. JDQuote=1999)/Open it

2) Options/Add/Any T2 (e.g. opportunity)


Actual=Expected=New option http://screencast.com/t/SOYHuZfnGYq
3) New/Fill required fields in New Prospect/Create
4) Fill required fields in Opportunity/Create
Actual=Expected=New Prospect is created, entity is assigned video -
http://screencast.com/t/T2oNdeAHn

AG (5/2/2016) Scenario:
1) Open any Speed of Sale

2) Options/Share/Download PDF
Actual=Expected=Contact grid values arent overlaps. - http://screencast.com/t/gJriaH59K9K All values
are in borders - http://screencast.com/t/OiT4rOms
3) Open any Sales call/ Options/Share/Download PDF

Actual=Expected=Same Time in Entity view and in PDF - http://screencast.com/t/VyNPGigF1k0

4) Open any Trade Appraisal/Options/Share/Download PDF

Actual=Expected= PDF contains all data from Entity view - http://screencast.com/t/UuV8Xgdu8uMn

5) Open any Account/Options/Share/Download PDF

Actual=Expected= PDF contains all data from Entity view - http://screencast.com/t/UuV8Xgdu8uMn


AG (5/2/2016) Scenario:
1) Open any Speed of Sale

6) Options/Share/Download PDF
Actual=Expected=Contact grid values arent overlaps. - http://screencast.com/t/gJriaH59K9K All values
are in borders - http://screencast.com/t/OiT4rOms
7) Open any Sales call/ Options/Share/Download PDF

Actual=Expected=Same Time in Entity view and in PDF - http://screencast.com/t/VyNPGigF1k0

8) Open any Trade Appraisal/Options/Share/Download PDF

Actual=Expected= PDF contains all data from Entity view - http://screencast.com/t/UuV8Xgdu8uMn

9) Open any Account/Options/Share/Download PDF

Actual=Expected= PDF contains all data from Entity view - http://screencast.com/t/UuV8Xgdu8uMn

AG (5/2/2016) Scenario:
1) Check in Menu - http://screencast.com/t/ch1gykvdR0

2) Check in Entity Search grid - http://screencast.com/t/tevjRUJ0whg


3) Check in admin settings - http://screencast.com/t/gv782JPm http://screencast.com/t/2XgIjkrwZI
http://screencast.com/t/gApMAjMh http://screencast.com/t/gQhX5mBBy
http://screencast.com/t/GjZt4jePJvm
4) Check in adding - http://screencast.com/t/hw22LOX7oAtX
5) Check in entity view - http://screencast.com/t/4vqrjDnsi

AG (5/3/2016) Scenario:

1) Check range criteria for Create Date - http://screencast.com/t/aNXpcpO2wDn7


http://screencast.com/t/7iM10f9v5MS

2) Check range criteria for Completed Date - http://screencast.com/t/N3D8dA2ki


http://screencast.com/t/o8rn8r77Axt
3) Check range criteria for Due Date - http://screencast.com/t/8frTsT3VS
http://screencast.com/t/Pf0R1dfQB
4) Check range criteria for Edit Date - http://screencast.com/t/qWDQEfUb6iD
http://screencast.com/t/jRxPcyXbfhu5
5) Check range criteria entities - http://screencast.com/t/VQrlH7uQ4m
http://screencast.com/t/AMmTt1m2
http://screencast.com/t/oFR9C1Y9ybCM http://screencast.com/t/bDiRSiJV2hw2
http://screencast.com/t/G5AGKB1wLno http://screencast.com/t/P3aRrybKcK93
AG (5/3/2016) Scenario:

1) Set view limit=1000, export limit=5000


2) Account 3) Account Number search criteria=(not contains 1, 2, 3)/Search/Export All

Actual=Expected=same values (3515) in SL and in export file - http://screencast.com/t/Gqb5WXnk

3) Add Newsletter (Qualifier) search criteria=(not contains True)/Search/Export All


4) Actual=Expected=same values (3513) in Sl and in export file -
http://screencast.com/t/SAAE3VHWx2g

Other (Qualifier) searches/export pass http://screencast.com/t/ffJSD21U


http://screencast.com/t/kG7eK9FTq6RE

In Completed Alert Location field isnt displayed - http://screencast.com/t/sxwnIBYTr7

Attachments arent displayed in T2

AG (5/6/2016) Scenario: A) 1) Login as Admin 2) Open Account (e.g. LastALICECCC24628) 3)


Options/Add/JDQuote

Actual=Expected=New JDQuote is saved, Status field is empty in entity grid -


http://screencast.com/t/UCjlNFwxyXq

Status field is empty in entity grid, but it has values in Print view - http://screencast.com/t/zwyJpwLlz5MR

B) 5) Open this JDQoute


Actual=Expected=There is value in Owner field - http://screencast.com/t/KQbHo1JC2ZBo
6) Logout/Login as another user (e.g. Denise Semago) 7) Open same JDQoute
Actual=Owner field is empty - http://screencast.com/t/gXQAh2e0F2p
Expected=Owner value is same for all user

AG (5/6/2016) Scenario: A) 1) Login as Admin 2) Open Account (e.g. LastALICECCC24628) 3)


Options/Add/JDQuote 4) Set Quote Type = Direct Governmental (or National Sales), Status = Purchased
another Model/create

Actual=Expected=New JDQuote is saved as Completed - http://screencast.com/t/hgzHOT1s6PbS

feeds - http://screencast.com/t/Et6HVYfi
AG (5/6/2016) Scenario: 1) Open any account with JDQoutes 2) JDQoutes group

Actual=Expected=Owner field is displayed in entity grid - http://screencast.com/t/puk6NkrrLBm

3) Open opportunity with JDQoutes 4) JDQoutes group

Actual=Expected=Owner field is displayed in entity grid - http://screencast.com/t/1xLd95xLuO

AG (5/6/2016) Scenario: 1) Open any Opportunity 2) Options/Add/JD Quote

Actual=Expected= Account, CKC, Title fields, Inventory, Account Equipment groups are copied to JD
Quote Opportunity - http://screencast.com/t/vP7ALpJwWi JDQuote -
http://screencast.com/t/FS34A5a70

Same in Quick Add - http://screencast.com/t/ZcHCErCrlfg

3) Open any JD Quote 4) Options/Add//Opportunity

Actual=Expected= Account, CKC, JDQuote Name fields, Inventory, Account Equipment groups are
copied to JD Quote

JD Quote - http://screencast.com/t/SjxQsH3Oa0pM Opportunity - http://screencast.com/t/Qlgegk9Nz

Same in Quick Add - http://screencast.com/t/yfZcN3SDfz

Same without CKC

JD Quote - http://screencast.com/t/fdAWMZV4 Opportunity - http://screencast.com/t/G0YVneJ6

Same in Quick Add - http://screencast.com/t/15x7csHm5

JDQoute from Inventory - pass

Scenario: 1) Create JDQuote from Opportunity 2) Create Opportunity from this JD Quote

Actual= Expected= Description field of second Opportunity contains first Opportunity Description

First Opportunity - http://screencast.com/t/Y5TzFO1EPUl

JDQoute - http://screencast.com/t/tQZZemnUM

Second Opportunity - http://screencast.com/t/bIiPfHJG


But - 1) Login as Denise Semago 2) Open any active JDQuote with Owner=Admin -
http://screencast.com/t/zTy2SdwG 2) Change Expiration Date and Status -
http://screencast.com/t/ePUqNW5OgKe 3) Save&Close 4) Open John Deere system for this JDQuote
Actual=Expected=New values in Status and Expiration Date fields - http://screencast.com/t/3TIrWkRwW

AG (5/12/2016) Scenario: 1) ValleyTruck Customization 2) Open any Account 3) Opportunities/New

Actual=Expected=No equipment group in Quick add - http://screencast.com/t/IUogeF80m

Same in Opportunity Quick add from entity.

4) Open Status dropdown

Actual=Expected= 'Searching For' in dropdown - http://screencast.com/t/j6j5b5ygrbb3

for Options/Add - http://screencast.com/t/iBFXGY9uB958

5) Status=Lost

Actual=Expected=Lost Reason text field is displayed - http://screencast.com/t/s6pkbPfdG

for Options/Add - http://screencast.com/t/6QKzlCdm

in print view - http://screencast.com/t/WqD7Nlnn

AG (5/12/2016) Scenario:

1) Login as admin; 2. Open Opportunity (Description: "opportunity to get too much test android",
Account: "Tic Tac Toe")

Actual=Expected=JDQuote Group display count of entities - http://screencast.com/t/sUOrCkjW

Actual: group looks like empty; 3. Click on group; Actual: group expands and JDQuotes become
visible http://screencast.com/t/758GuXTsigsv (Olga/Alexander)

AG (5/16/2016) Scenario: 1) Open any Opportunity Actual=Expected=MFPro Assessment group in


Opportunity (below Trade Appraisal) - http://screencast.com/t/Kr9kT7hdfDDT Same in Opportunity
adding - http://screencast.com/t/cbhrbiqigQT 2) Open any JDQuote Actual=Expected=Media group in
JDQuote near the Attachments - http://screencast.com/t/WIjMX5nl Same in JDQuote adding -
http://screencast.com/t/DfyrXuho3dr

AG (5/16/2016) Scenario: 1) Log in as user who can create MFPro Assessment (e.g. Denise
Semago) 2) Open any Opportunity and create MFPro Assessment 3) Log out 4) Log in as user who
cant create MFPro Assessment (e.g. Antonio Navarro) 5) Open Opportunity from step 2

Actual=Expected=No MFPro Assessment group - http://screencast.com/t/5Pj4FkNh8bg

6) Feeds
Actual= MFPro Assessment in Feeds - http://screencast.com/t/ST1ZOKlpA7C

Expected=No MFPro Assessment in Feeds

AG (5/18/2016) Scenario: 1) Open account 2) Location 3) Delivery address 4) Try to fill


inAddress='qwertyuiopasdfghjklzxcvbnqwertyuiopasdfgqwertyuiopasdfghjklzxcvbn'
Actual=Expected=DB length limit is used for fields. Adress=50, City=50, Zip=10 -
http://screencast.com/t/tGpjxG1H2j

Same for other addresses - http://screencast.com/t/dYHIUASD

AG (5/19/2016) Scenario: 1) Login as user with can create task=false and can view task=false
(http://screencast.com/t/5qSzhuPfCqo http://screencast.com/t/hbzMF080j) 2) Open opportunity with
linked tasks 3) Feeds Actual=Expected=no Task in Feeds - http://screencast.com/t/6dxTrYxa7sL
Notes - http://screencast.com/t/pNE2ln93jtAw http://screencast.com/t/LVVrkqOwR Opportunity -
http://screencast.com/t/pQGksK8PR http://screencast.com/t/owU8Gk3jc8m Salescall -
http://screencast.com/t/migQjbZHNl http://screencast.com/t/pJVmGAHZlYq Alert -

AG (5/19/2016) Bug still reproduce with Alerts - http://screencast.com/t/3xAuRW21


http://screencast.com/t/oowAojqF

C) Finance Program saved search results aren't modify after Edits in Status fields

AG (5/19/2016): A) User can create protected Active/Completed saved search in any grid (e.g.
Searching) Scenario: 1) Searching search table 2) Completed saved search (or Active) 3) Add any search
criteria (or change existing) 4) Save as 'Completed' Actual=second (third, etc..) protected undeleteble
saved search with name 'Completed' - http://screencast.com/t/UAkjoDKS2 Expected=No new protected
undeleteble saved searches (pls, cpecify about saved search name)

B) Truck ad Tower search grid. Completed saved search has't any search criteria so it display search
criteria from las search - http://screencast.com/t/h2R6mOaP

D) Sales Call/Task - There is no Status search criteria in Active/Completed saved searches -


http://screencast.com/t/nXeXdGQjG http://screencast.com/t/9wWLYvwSOWh

E) Alert - No Active/Completed saved search - http://screencast.com/t/jpLCcOIV5oG (see also #2 - Alert


search grid)

Alexei (5/19/2016): Fixed D and E.


VI (5/20/2016):Fixed A and B (if entity does not have Active or Complete statuses we do not create
corresponding criteria)

Olga (5/20/2016): 1) there are My Open/My closed searches for Tasks,Alerts,SC in Activity grid -
http://screencast.com/t/iB1kmkYTuX 2) JDQuote - My active quotes & My active unlinked quotes can be
modified and deleted - http://screencast.com/t/KJZRZdL1ajUS 3) Notes/Conversation saved searches - in
Activity? in new grid like SC, Tasks, Alerts? specify

A) Scenario: 1) Searching search table 2) Completed saved search (or Active) 3) Add any search criteria
(or change existing) 4) Save as 'Completed' Actual=second (third, etc..) protected undeleteble saved
search with name 'Completed' - http://screencast.com/t/UAkjoDKS2 Expected=No new protected
undeleteble saved searches (pls, cpecify about saved search name)

B) 1) Open Tower search grid 2) Saved searches

Actual=Expected=Only Active saved search for entity, because there are no inactive statuses for this
entity - http://screencast.com/t/UicJpbm29

Same for truck - http://screencast.com/t/KhgU1DPt3Al

D) 1) Open Sales call search grid 2) Saved searches/Active

Actual=Expected=status is in search criteria - http://screencast.com/t/rkv8LEExHp

Completed - http://screencast.com/t/WmFaJQpFIEv

Tasks active - http://screencast.com/t/ttcE7WEw completed - http://screencast.com/t/XRF6bueyK

E) 1) Open Alert search grid 2) Saved searches/Active

Actual=Expected=Active/Completed saved search are added - http://screencast.com/t/bp7lo3aMMr

http://screencast.com/t/Sond4BA7JH

F) There are My Open/My closed searches for Tasks,Alerts,SC in Activity grid

Scenario: 1) Login as Angus Mora 2) Activity search grid 3) Saved Search

Actual=Expected=No My Open/My closed searches for Tasks, Alerts, SC


http://screencast.com/t/Oey6sABWdc8T

Other users can has saved searches with such names modified saved searches hadnt be deleted

G) JDQuote - My active quotes & My active unlinked quotes can be modified and deleted

Scenario: 1) JD Quote search grid 2) Saved searches 3) Try to delete My active quotes/My active
unlinked quotes

Actual=Expected=it is impossible to delete My active quotes/My active unlinked quotes -


http://screencast.com/t/RsDyStazWuGW

H) Notes/Conversation saved searches

Scenario: 1) Notes search grid 2) Saved


Actual=Expected=Active/Completed saved search are added - http://screencast.com/t/2cjsYvHWSm
http://screencast.com/t/nvRyPvCg

AG (5/23/2016) Scenario: 1) Any account 2) Options/Add/Alert Actual=Expected=Current User in Sender


- http://screencast.com/t/IvHIrhzxu 3) Fill required fields/Create Actual=Expected=Alert is saved

AG (5/24/2016) Scenario: 1) Check any JDQuote without Account - http://screencast.com/t/Hjzxv1Dy 2)


Opportunity/JDQuote/Link

Actual=Expected=JDQuote in pop-up has Customer Name and text No D. B. S. -


http://screencast.com/t/1FSzushS2bIv

3) Select in pop-up any JDQuote in which owner pathwayid= Deere pathway id

Actual=Expected=No SalesPerson - http://screencast.com/t/ljpCf012

4) Select in pop-up any JDQuote in which owner pathwayidDeere pathway id

Actual=Expected= SalesPersonin pop-up - http://screencast.com/t/IemGP5Wri

AG (5/31/2016)

A) Scenario: 1) Inventory search grid


2) Make search with results less than viewable limit (<300) and less than export limit (<10000)

Actual=Expected=No any message, no Export All button - http://screencast.com/t/nib9fAW7

3) Make search with results more than viewable limit (>300) and less than export limit (<10000)

Actual=Expected=Export All button, message Result exceeded 300 viewable limit -


http://screencast.com/t/yaZ5FaAeXlA

4) Make search with results >1000 and <10000

Actual=Expected=Export All button, message Result exceeded 300 viewable limit -


http://screencast.com/t/waSIwufZ6

5) Make search with results more than viewable limit (>300) and more than export limit (>10000)

Actual=Expected=Export All button is disable, message Result exceeded 300 viewable limit,
message Result exceeded 10000 export limit - http://screencast.com/t/Ntz42drwmY

B) Scenario: 1) Account search grid


2) Make search with results less than viewable limit (<100) and less than export limit (<5000)

Actual=Expected=No any message, no Export All button - http://screencast.com/t/YTAjVrAdEF

3) Make search with results more than viewable limit (>100) and less than export limit (<5000)

Actual=Expected=Export All button, message Result exceeded 100 viewable limit -


http://screencast.com/t/JPn7L1v1XoD
4) Make search with results more than viewable limit (>100) and more than export limit (>5000)

Actual=Expected=Export All button is disable, message Result exceeded 100 viewable limit,
message Result exceeded 5000 export limit - http://screencast.com/t/rD3ZKzCD0mg

Scenario: 1) Make search in Inventory grid 2) Mark some items 3) button, choose opportunity -
opportunity is opened. Actual=Expected=There are items in Inventory grid in opp

AG (6/10/2016) Scenario: 1) Login in Voip, open company, add Sales call or Task 2) Set date not today
(12:00 displayed in time field) 3) Change time to another value (e.g. 8). Actual=Expected=date isn't
changed - sales call - http://screencast.com/t/PuvXPDhcmRA http://screencast.com/t/qheziRqlbSh2

Tasks - http://screencast.com/t/DStG9nYtGp http://screencast.com/t/tQ7KJtMq

AG (6/13/2016) In Call Type field '+' isn't displayed correctly - http://screencast.com/t/GrxHMQ8mD9u


http://screencast.com/t/6yGsoK9GNlB

AG (6/13/2016) Scenario: 1) Open Contact Robert Freeman in SL and Voip. Result: Middle, Last, Street 2
fields are not named in VOIP. Expected: field names are not empty and correspond SL -
http://screencast.com/t/ilaeX5SGS

https://www.youtube.com/watch?v=6pW_kUWxFRY

, ,
, , ,

, ,

Bug - Completed JDQuotes in entity grid in Opportunity 1) Login as Denise Semago 2) Any Account (e.g.
star 123) 3) Any Opportunity (e.g. Test 5/27) 4) Create JDQuote with any completed status (or change
status for existing) Actual=completed JDQuotes with completed status in grid -
http://screencast.com/t/yYxzquxe Expected=no JDQuotes with completed status in grid

F) Bug - overlaping in Activity Permission (Chrome and FF) Scenario: 1) Any user (e.g. Jeff Hackman) 2)
Activity Permission 3) Scroll to JDQuote Actual=text ('admin' - visibleuser value) overlaps checkbox -
http://screencast.com/t/KHl6zUNx Expected=no overlaping

G) Bug - very small fields for HiddenFields properties - http://screencast.com/t/E9PIUc87

A) Bug - in CHROME Property 'Voip: Can modify address (account)' (Handle Agent) is situated on
the incorrect place - http://screencast.com/t/V33ewH93fdz http://screencast.com/t/6bhyGFLG
Same for Visible qualifiers in phone popup - http://screencast.com/t/7DR6iRnM34rI
B) Can use Machine Finder Pro from Equip details property is situated in Inventory not in Activity
Permissions as in document - http://screencast.com/t/mMURv8kb
C) Property Can view inventory is missed for FULL License Type users -
http://screencast.com/t/4vcUjz28be
D) Properties Should hide and show search criteria in Inventory to fix 'white screen', Can view help
videos, Should check for updates, Frequency of check for updates (in min.), Can view reports
(OTHER) are missed for FULL License Type users - http://screencast.com/t/symApr1Z4

http://serial-wod.ru/article/467
added #272, 273

AG (11/11/2016) Scenario: 1) create request with long names in title and make-model 2) this request is
displayed in grid after created Actual=Expected=columns aren't overcrossed -
http://www.screencast.com/t/9EX5tHEJI video - http://www.screencast.com/t/Qh5CZ7KDQQ Other grids -
pass - http://www.screencast.com/t/hR48fEqZv http://www.screencast.com/t/fuUCAY4re

AG (11/11/2016) 1) Create SC without IsCompleted propperty Actual=Expected=location isn't required,


entity is created - http://www.screencast.com/t/Uv1xUwxrW8Y 2) Create SC with IsCompleted=0
Actual=Expected=location isn't required, entity is created - http://www.screencast.com/t/Ygbz2vi2 3)
Create SC with IsCompleted=1 AND without LocationID Actual=Expected=location is required -
http://www.screencast.com/t/qpM0Dvu6ul 4) Create SC with IsCompleted=1 AND with LocationID
Actual=Expected=location is required, entity is created - http://www.screencast.com/t/WWM1QHAt 5)
Create SC with IsCompleted=1, with LocationID AND OwnerUserGuids Actual=Expected=location is
required, entity is created - http://www.screencast.com/t/EBHA0gps5 6) Create SC with IsCompleted=1,
without LocationID AND OwnerUserGuids Actual=Expected=location is required, entity isn't created -
http://www.screencast.com/t/THCUaJW4 7) Create SC with IsCompleted=0 AND OwnerUserGuids
Actual=Expected=Location isn't required, entity is created - ww.screencast.com/t/Gnxqd1HyAr

Column settings slider - user can't pull slider to change column width (but click works)
1) IE 11 2) Open settings 3) Try to drag slider to change column settings
Actual=Slider doesn't move - http://www.screencast.com/t/mB9dXddN
Expected=slider is moved, column width is changed
Note: on click on the area you want to make column width equal to slider works correctly

Bug - Choosen Name is displayed without spaces in field


Scenario: 1) CRM, Alert search grid
2) open any non-completed Alert
3) Details
4) Name popup
5) Choose Urgent Sales Situation
Actual=Urgent Sales Situation is displayed correctly in list, but without spaces in field (as
UrgentSalesSituation) - https://monosnap.com/file/aIc6htPO0QspHwVO20D4arQSmgUyOb#
Expected=Names are displayed with spaces

https://monosnap.com/file/khPf2AAzXsJjcMAPZkd1e7JKn1LA4B#
<display ShowLabel="false"><Style Target="Edit" TemplateName="EntityDescriptionTemplate" /><Style
Target="Grid" TemplateName="EntityDescriptionGridTemplate" /></display>

<display ShowLabel="false"><Style Target="Edit" TemplateName="EntityTitleTemplate" />


<Style Target="Grid" Element="EntityTextElementGridStyle" /></display>

update [crm].[entityproperty]

set style='NULL'

where entitykey='lead' and PropertyKey='Firatname'

update [crm].[entityproperty]

set style='NULL'

where entitykey='lead' and PropertyKey='Lastname'

select *

from [crm].[entityproperty]

where entitykey='lead'

SL: 1 closed

closed #5 Rename Alert properties in the Detail group:

Name >> Alert Type

Description >> Alert Description

Action >> Intended Action

Actual=Expected=New labels in details -


https://monosnap.com/file/7w2GruYCTuA6fkMgPuJLbjgzUeQcAS#

Handle 2.0: added 2


added #151 - no 'Cancel' button when serch returns 'No results found' -
https://monosnap.com/file/8A3CbHAkIuiS7AMJrYNMryatnzIEwP#

added #155 bug queue - bad view in Account profile -


https://monosnap.com/file/bM1t8SjiiKH87YPjkQnmtURxOlEqhF#

video - https://monosnap.com/file/LOWydmIAuOfOFp3cAqxPyd3Caci71k#

Scenario:

1) Run Amundsen cust an script


2) Any Task
3) New SC

Actual=Expected=Title and Description are copied from Task to SC -


https://monosnap.com/file/ESvwYinQJaX7kWFTpNTM4zggdlcpPb#

4) Options, Add, SC

Actual=Expected=Title and Description are copied from Task to SC -


https://monosnap.com/file/hVMYNe0pbQ6gMnyffgbgIncnUQGOX9#

Scenario

1) Run B&E cust an script


2) Create Commision

Actual=expected= salesperson and salesperson (trade-in) fields are visible -


https://monosnap.com/file/AN9JcwNwzt4KmIvbWLktM9iXYQPijX#

3) Fill in = salesperson and salesperson (trade-in), create

Actual=Expected=commission is saved correctly

4) Reopen it

Actual=Expected= salesperson and salesperson (trade-in) fields are visible, user can edit them -
https://monosnap.com/file/gJsswcTgV7dj5eaSlYAXTqpLAFLbcR#
Main 1 0 143 1;CropMix 0 0 1 1;CropM
1;Towers 1 0 6 0;AccountGroup 0 0 9 1
0;Warranty 0 0 13 1;Warranty 1 0 12 0;
0 16 1;CreditCards 1 0 15 0;Contacts 0
0;AccountQualifiers 1 0 23 1;Qualifiers
0;HomeAptSuite 0 0 26 0;FarmPlanYtd
0 30 0;FarmPlanPriorYtd 0 0 31 0;Disco
0;HomeZip 0 0 35 0;PartsYtd 0 0 36 0;P
0;DaysSinceLastContactDate 0 0 39 0;
0;EditDateTime 1 0 42 0;CreateDateTim
0;PostalAptSuite 1 0 46 0;PostalCounty
0;PostalStateProvinceCode 1 0 50 0;La
0;LastContactDate 1 0 53 0;PostalAddr
0;ShipCounty 1 0 57 0;ShipCountry 1 0
0 62 0;ServicePriorYtd 1 0 63 0;RentalY
1 0 67 0;ShipAddress 1 0 68 0;BillingCo
00000000-0000- 0;BillingCounty 1 0 72 0;CreditLimit 1 0
CustomerTrax.Crm.Entity.Account.LayoutConfi
0000-0000- 0;Aging60Day 1 0 76 0;Aging30Day 1 0
g
000000000000 0 80 0;AgingBalance 1 0 81 0;HomeCit
0;AccountLocation 1 1 87 1;Location 1
1;WebSite 0 0 90 0;Company 1 0 91 0;
0;StoreLocationBranch 1 0 95 0;IsConq
0;EmailAddress 1 0 100 0;Phone 1 0 10
0;Fax 1 0 105 0;DateLastReviewed 1 0
1 134 1;PurchasingProfile 0 0 118 1;Wh
0;Where 1 0 113 0;Why 1 0 114 0;How
1;Partner 1 0 119 0;OrganizationProfile
0;LandOwnership 1 0 123 0;Contracting
0;CommunityInfluence 1 0 127 0;Organ
133 1;Planning 1 0 132 0;AccountEquip
1;Attachments 1 0 137 0;Secondary 1 0
0;Alerts 0 0 149 1;Alert 1 0 146 0;WOR
1;DeliveryRequest 1 0 156 0;Opportuni
1 0 160 0;Quotes 1 1 163 1;Quotes 1 0
166 0;Searchings 1 1 169 1;Searching

Main 1 0 154 1;Rtk.Receiver 0 0 1 1;R


1;Company 1 0 4 0;AccountCode 1 0 5
0;User_Field3 1 0 9 0;PfwSalesperson
0;IsConquest 1 0 13 0;Title 1 0 14 0;Fir
0;CommunicationPreference 1 0 18 0;E
1 0 22 0;MobileTexting 1 0 23 0;HomeP
0 27 0;MarketSegments 1 0 28 0;Accou
0;Profile 1 0 57 1;OrganizationProfile 1
10000000-0000-
CustomerTrax.Crm.Entity.Account.LayoutConfi 0;LandOwnership 1 0 35 0;Contracting
0000-0000- 0;CommunityInfluence 1 0 39 0;Organiz
g
000000000000 0;Influencers 1 0 43 0;OtherInfluencers
48 0;Services 1 0 49 0;Partners 1 0 52
56 1;Planning 1 0 55 0;AccountReceiva
1;CreditCards 1 0 59 0;AccountLocatio
0;Assignments 1 0 67 1;Assignments 1
0;Attachments 1 0 77 1;Attachments 1
0;AccountQualifiers 1 0 81 1;Qualifiers
0;AccountCkc 1 0 85 1;AccountCkc 1 0
0 87 0;EditDateTime 1 0 88 0;Aging120
0;Aging90Day 1 0 92 0;AgingBalance 1
96 0;BillingCity 1 0 97 0;BillingCountry
0;BillingZip 1 0 101 0;CreditLimit 1 0 10
0;Discount 1 0 105 0;FarmPlanNumber
0;GrossPriorYtd 1 0 109 0;GrossYtd 1 0
1 0 113 0;HomeCountry 1 0 114 0;Hom
117 0;LastContactDate 1 0 118 0;LastP
0;NextContactDueDate 1 0 121 0;Parts
0;PostalAptSuite 1 0 125 0;PostalCity 1
0;PostalStateProvinceCode 1 0 129 0;P
132 0;PrevAccountCode 1 0 133 0;Ren
0;ServicePriorYtd 1 0 137 0;ServiceYtd
0 141 0;ShipCountry 1 0 142 0;ShipCou
0;Terms 1 0 146 0;WgPriorYtd 1 0 147
1 0 150 0;Media 1 0 153 1;Media 1 0 15
1 0 155 0;Alerts 1 0 160 1;Alert 1 0 159
1;ManagementNote 1 0 163 0;Underca
1;SalesCall 1 0 167 0;Opportunities 1 0
1;MFProAssessment 1 0 171 0;Quotes
1 0 178 1;Task 1 0 177 0;Searchings 1
1;DeliveryRequest 1 0 181 0;WOReque
1;SaleSpeed 1 0 185 0;RO 1 0 188 1;R

Main 1 0 38 1;Primary 1 0 1 1;bwNote


0;ClassifCode 1 0 4 0;bwType 1 0 5 0;b
0;bwMunicipleSubtype 1 0 8 0;bwClass
0;Locations 1 0 14 1;Locations 1 0 13 0
0;Financial 1 0 29 1;Summary 1 1 28 1
086a23f1-9fdd-47f3- CustomerTrax.Crm.Entity.Account.LayoutConfi
20 0;bwARStatus 1 0 21 0;LastJobPerf
88d3-082fe6dc37cd g
0;bwLJPBudget 1 0 24 0;bwLJPTotalRe
31 1;Assignments 1 0 30 0;AccountGro
1;Attachments 1 0 34 0;Media 1 0 37 1
43 0;Sites 1 0 46 1;Sites 1 0 45 0;FeeS
1;Contracts 1 0 49 0

6d59c04d-ec84-
CustomerTrax.Crm.Entity.Account.LayoutConfi
40c4-943d-
g
1927f5d506a2

Main 1 0 154 1;AccountCkc 0 0 3 1;Ac


0 7 1;AccountGroup 1 0 6 0;Rtk.Receiv
1 0 12 0;CustomerCards 1 0 14 1;Cred
1 0 21 1;RentalContract 1 0 20 0;Accou
26 0;Hidden 0 0 91 1;CreateUserGuid 1
31 0;FarmPlanYtd 0 0 32 0;GrossPriorY
0;FarmPlanPriorYtd 0 0 36 0;Discount 0
0 0 40 0;PartsYtd 0 0 41 0;PartsPriorYt
dd90fc04-02ed-42fd- CustomerTrax.Crm.Entity.Account.LayoutConfi 0;PrevAccountCode 1 0 45 0;NextCont
ba9a-23e2b84afac0 g 0;PostalCountry 1 0 49 0;PostalCity 1 0
0;PowerPlanPriorYtd 1 0 53 0;PostalZip
56 0;LastPaymentAmount 1 0 57 0;Las
0;ShipStateProvinceCode 1 0 61 0;Ship
65 0;WgPriorYtd 1 0 66 0;Terms 1 0 67
70 0;ShipCity 1 0 71 0;ShipAptSuite 1 0
75 0;BillingAptSuite 1 0 76 0;BillingCou
0;BillingStateProvinceCode 1 0 80 0;Ag
0;Aging90Day 1 0 84 0;BillingAddress 1
0 88 0;HomeStateProvinceCode 1 0 89
92 0;Assignments 1 1 95 1;Assignmen
97 0;User_Field3 1 0 98 0;PfwSalesper
101 0;MobileTexting 1 0 102 0;PartsOn
0;Company 1 0 106 0;AccountCode 1 0
0;StoreLocationBranch 1 0 110 0;IsCon
114 0;EmailAddress 1 0 115 0;Phone 1
119 0;Fax 1 0 120 0;DateLastReviewed
0;Profile 1 1 149 1;PurchasingProfile 0
127 0;Where 1 0 128 0;Why 1 0 129 0;
135 1;Partner 1 0 134 0;OrganizationPr
0;LandOwnership 1 0 138 0;Contracting
0;CommunityInfluence 1 0 142 0;Organ
148 1;Planning 1 0 147 0;Attachments
162 1;Case 1 0 161 0;RentalRequests
1;SaleSpeed 1 0 165 0;RO 1 0 168 1;R
0;MFProAssessments 0 0 175 1;MFPro
0;DeliveryRequests 0 0 181 1;DeliveryR
0;SalesCalls 1 1 185 1;SalesCall 1 0 18
188 0;Tasks 1 1 191 1;Task 1 0 190 0

Main 1 0 154 1;Rtk.Receiver 0 0 1 1;R


1;Company 1 0 4 0;AccountCode 1 0 5
0;User_Field3 1 0 9 0;PfwSalesperson
0;IsConquest 1 0 13 0;Title 1 0 14 0;Fir
0;CommunicationPreference 1 0 18 0;E
1 0 22 0;MobileTexting 1 0 23 0;HomeP
0 27 0;MarketSegments 1 0 28 0;Accou
0;Profile 1 0 57 1;OrganizationProfile 1
0;LandOwnership 1 0 35 0;Contracting
0;CommunityInfluence 1 0 39 0;Organiz
0;Influencers 1 0 43 0;OtherInfluencers
48 0;Services 1 0 49 0;Partners 1 0 52
56 1;Planning 1 0 55 0;AccountLocation
0;Assignments 1 0 67 1;Assignments 1
1 0 74 0;Attachments 1 0 77 1;Attachm
0;AccountQualifiers 1 0 81 1;Qualifiers
0;AccountCkc 1 0 85 1;AccountCkc 1 0
1458de1b-2f23-
CustomerTrax.Crm.Entity.Account.LayoutConfi 0 87 0;EditDateTime 1 0 88 0;Aging120
4a26-a304- 0;Aging90Day 1 0 92 0;AgingBalance 1
g
3eda184d46c1 96 0;BillingCity 1 0 97 0;BillingCountry
0;BillingZip 1 0 101 0;CreditLimit 1 0 10
0;Discount 1 0 105 0;FarmPlanNumber
0;GrossPriorYtd 1 0 109 0;GrossYtd 1 0
1 0 113 0;HomeCountry 1 0 114 0;Hom
117 0;LastContactDate 1 0 118 0;LastP
0;NextContactDueDate 1 0 121 0;Parts
0;PostalAptSuite 1 0 125 0;PostalCity 1
0;PostalStateProvinceCode 1 0 129 0;P
132 0;PrevAccountCode 1 0 133 0;Ren
0;ServicePriorYtd 1 0 137 0;ServiceYtd
0 141 0;ShipCountry 1 0 142 0;ShipCou
0;Terms 1 0 146 0;WgPriorYtd 1 0 147
1 0 150 0;Media 1 0 153 1;Media 1 0 15
1 0 155 0;Alerts 1 0 160 1;Alert 1 0 159
1;ManagementNote 1 0 163 0;Underca
1;SalesCall 1 0 167 0;Opportunities 1 0
1;MFProAssessment 1 0 171 0;Quotes
1 0 178 1;Task 1 0 177 0;Searchings 1
1;DeliveryRequest 1 0 181 0;WOReque
1;SaleSpeed 1 0 185 0;RO 1 0 188 1;R

Main 1 0 34 1;Merschman.OrderLots 0
1;Merschman.OrderItems 1 0 2 0;Detai
0;merschSearchWord 1 0 7 0;merschA
0;PhoneExt 1 0 11 0;AltPhone 1 0 12 0
4987bf5d-b2a6-
CustomerTrax.Crm.Entity.Account.LayoutConfi 0;Address2 1 0 16 0;Address3 1 0 17 0
4771-bcf6-
g 0;Zip 1 0 21 0;Country 1 0 22 0;Mersch
498edfd06a8c
1;Contacts 1 0 24 0;Merschman.Agreem
31 1;Attachments 1 0 28 0;Secondary 1
0;Tasks 1 0 40 1;Task 1 0 39 0;SalesC
0 45 0

Main 1 0 150 1;Rtk.Receiver 0 0 1 1;R


1;Company 1 0 4 0;AccountCode 1 0 5
0;StoreLocationBranch 1 0 9 0;IsConqu
0;LastName 1 0 14 0;CommunicationP
1 0 18 0;CellPhone 1 0 19 0;MobileTex
1 0 23 0;WebSite 1 0 24 0;MarketSegm
0;ParentAccountNumber 1 0 28 0;Profi
0;FinancialCondition 1 0 31 0;LandOwn
0;Challenges 1 0 35 0;CommunityInflue
1;What 1 0 39 0;Influencers 1 0 40 0;O
0;Financing 1 0 45 0;Services 1 0 46 0;
0;Planning 1 0 53 1;Planning 1 0 52 0;A
1;Contacts 1 0 61 0;Assignments 1 0 6
0;RentalContract 1 0 76 1;RentalContra
0;AccountGroup 1 0 80 1;AccountGrou
145 1;CreateUserGuid 1 0 83 0;Create
0;Aging30Day 1 0 87 0;Aging60Day 1 0
0;BillingAddress 1 0 92 0;BillingAptSuit
725595f5-5a65-497f- CustomerTrax.Crm.Entity.Account.LayoutConfi 0 96 0;BillingStateProvinceCode 1 0 97
8129-a6d670b3738e g 0;DaysSinceLastContactDate 1 0 101 0
1 0 104 0;FarmPlanYtd 1 0 105 0;Gros
0;HomeAptSuite 1 0 109 0;HomeCity 1
0;HomeStateProvinceCode 1 0 113 0;H
1 0 116 0;LastPaymentDate 1 0 117 0;N
120 0;PostalAddress 1 0 121 0;PostalA
0;PostalCounty 1 0 125 0;PostalStateP
128 0;PowerPlanYtd 1 0 129 0;PrevAcc
0;ServicePriorYtd 1 0 133 0;ServiceYtd
0 137 0;ShipCountry 1 0 138 0;ShipCou
0;Terms 1 0 142 0;WgPriorYtd 1 0 143
1 0 146 0;Media 1 0 149 1;Media 1 0 14
1 0 151 0;Alerts 1 0 156 1;Alert 1 0 155
0 159 0;Undercarriage 1 0 162 1;Under
0;MFProAssessments 1 0 166 1;MFPro
0 170 1;Case 1 0 169 0;Tasks 1 0 172
0;DeliveryRequests 1 0 176 1;DeliveryR
0;SaleSpeeds 1 0 180 1;SaleSpeed 1 0
1;TradeAppraisal 1 0 183 0
DELETE FROM [Security].[UserConfig]
WHERE [Key]='CustomerTrax.Crm.Entity.Account.LayoutConfig'

IF NOT EXISTS (SELECT * FROM [Security].[UserConfig] WHERE


[UserGuid]='00000000-0000-0000-0000-000000000000' AND
[Key]='CustomerTrax.Crm.Entity.Account.LayoutConfig')
INSERT INTO [Security].[UserConfig] ([UserGUID],[Key],[Value])
VALUES ('00000000-0000-0000-0000-000000000000',
'CustomerTrax.Crm.Entity.Account.LayoutConfig', 'Main 1 0 143
1;CropMix 0 0 1 1;CropMix 1 0 0 0;AccountCkc 0 0 5
1;AccountCkc 1 0 4 0;RtkTower 0 0 7 1;Towers 1 0 6
0;AccountGroup 0 0 9 1;AccountGroup 1 0 8 0;Rtk.Receiver 0
0 11 1;Receivers 1 0 10 0;Warranty 0 0 13 1;Warranty 1 0
12 0;AccountReceivable 0 0 17 1;Receivable 1 0 14
0;CustomerCards 1 0 16 1;CreditCards 1 0 15 0;Contacts 0 0
19 1;Contacts 1 0 18 0;Budget 0 0 21 1;Budget 1 0 20
0;AccountQualifiers 1 0 23 1;Qualifiers 1 0 22 0;Hidden 0
0 85 1;ArTotal 0 0 24 0;CurrentBalance 0 0 25
0;HomeAptSuite 0 0 26 0;FarmPlanYtd 0 0 27 0;GrossPriorYtd 0
0 28 0;GrossYtd 0 0 29 0;HomeCountry 0 0 30
0;FarmPlanPriorYtd 0 0 31 0;Discount 0 0 32 0;HomeCounty 0
0 33 0;FarmPlanNumber 0 0 34 0;HomeZip 0 0 35 0;PartsYtd
0 0 36 0;PartsPriorYtd 0 0 37 0;ServiceYtd 0 0 38
0;DaysSinceLastContactDate 0 0 39 0;PrevAccountCode 1 0 40
0;NextContactDueDate 0 0 41 0;EditDateTime 1 0 42
0;CreateDateTime 1 0 43 0;PostalCountry 1 0 44 0;PostalCity
1 0 45 0;PostalAptSuite 1 0 46 0;PostalCounty 1 0 47
0;PowerPlanPriorYtd 1 0 48 0;PostalZip 1 0 49
0;PostalStateProvinceCode 1 0 50 0;LastPaymentDate 1 0 51
0;LastPaymentAmount 1 0 52 0;LastContactDate 1 0 53
0;PostalAddress 1 0 54 0;PowerPlanYtd 1 0 55
0;ShipStateProvinceCode 1 0 56 0;ShipCounty 1 0 57
0;ShipCountry 1 0 58 0;ShipZip 1 0 59 0;WgYtd 1 0 60
0;WgPriorYtd 1 0 61 0;Terms 1 0 62 0;ServicePriorYtd 1 0
63 0;RentalYtd 1 0 64 0;RentalPriorYtd 1 0 65 0;ShipCity 1
0 66 0;ShipAptSuite 1 0 67 0;ShipAddress 1 0 68
0;BillingCountry 1 0 69 0;BillingCity 1 0 70
0;BillingAptSuite 1 0 71 0;BillingCounty 1 0 72 0;CreditLimit
1 0 73 0;BillingZip 1 0 74 0;BillingStateProvinceCode 1 0
75 0;Aging60Day 1 0 76 0;Aging30Day 1 0 77 0;Aging120Day
1 0 78 0;Aging90Day 1 0 79 0;BillingAddress 1 0 80
0;AgingBalance 1 0 81 0;HomeCity 1 0 82 0;HomeAddress 1 0
83 0;HomeStateProvinceCode 1 0 84 0;AccountLocation 1 1 87
1;Location 1 0 86 0;Assignments 1 1 89 1;Assignments 1 0
88 0;Details 1 1 109 1;WebSite 0 0 90 0;Company 1 0 91
0;AccountCode 1 0 92 0;ClassifCode 1 0 93 0;ContactType 1
0 94 0;StoreLocationBranch 1 0 95 0;IsConquest 1 0 96
0;Title 1 0 97 0;FirstName 1 0 98 0;LastName 1 0 99
0;EmailAddress 1 0 100 0;Phone 1 0 101 0;PhoneExt 1 0 102
0;CellPhone 1 0 103 0;HomePhone 1 0 104 0;Fax 1 0 105
0;DateLastReviewed 1 0 106 0;MarketSegments 1 0 107
0;AccountType 1 0 108 0;Profile 1 1 134 1;PurchasingProfile 0
0 118 1;What 1 0 110 0;Influencers 1 0 111 0;OtherInfluencers
1 0 112 0;Where 1 0 113 0;Why 1 0 114 0;How 1 0 115
0;Financing 1 0 116 0;Services 1 0 117 0;Partners 0 0 120
1;Partner 1 0 119 0;OrganizationProfile 1 0 129 1;Growth5yr 1
0 121 0;FinancialCondition 1 0 122 0;LandOwnership 1 0 123
0;Contracting 1 0 124 0;NoEmployees 1 0 125 0;Challenges 1
0 126 0;CommunityInfluence 1 0 127 0;Organizations 1 0 128
0;Scoring 1 0 131 1;Scoring 1 0 130 0;Planning 1 0 133
1;Planning 1 0 132 0;AccountEquipment 1 0 136 1;AccountEquipment
1 0 135 0;Attachments 1 0 138 1;Attachments 1 0 137
0;Secondary 1 0 173 1;MFProAssessments 0 0 147 1;MFProAssessment
1 0 148 0;Alerts 0 0 149 1;Alert 1 0 146 0;WORequests 0
0 155 1;WORequest 1 0 154 0;DeliveryRequests 0 0 157
1;DeliveryRequest 1 0 156 0;Opportunities 1 1 159 1;Opportunity
1 0 158 0;SalesCalls 1 1 161 1;SalesCall 1 0 160 0;Quotes
1 1 163 1;Quotes 1 0 162 0;Notes 1 1 165 1;Note 1 0 164
0;Tasks 1 1 167 1;Task 1 0 166 0;Searchings 1 1 169
1;Searching 1 0 168 0')
GO

INSERT INTO [Security].[UserConfig] ([UserGUID],[Key],[Value])

VALUES ('00000000-0000-0000-0000-000000000000', 'CustomerTrax.Crm.Entity.Account.LayoutConfig',


'Main 1 0 143 1;CropMix 0 0 1 1;CropMix 1 0 0 0;AccountCkc 0 0 5 1;AccountCkc 1 0 4 0;RtkTower 0 0 7
1;Towers 1 0 6 0;AccountGroup 0 0 9 1;AccountGroup 1 0 8 0;Rtk.Receiver 0 0 11 1;Receivers 1 0 10
0;Warranty 0 0 13 1;Warranty 1 0 12 0;AccountReceivable 0 0 17 1;Receivable 1 0 14 0;CustomerCards
1 0 16 1;CreditCards 1 0 15 0;Contacts 0 0 19 1;Contacts 1 0 18 0;Budget 0 0 21 1;Budget 1 0 20
0;AccountQualifiers 1 0 23 1;Qualifiers 1 0 22 0;Hidden 0 0 85 1;ArTotal 0 0 24 0;CurrentBalance 0 0 25
0;HomeAptSuite 0 0 26 0;FarmPlanYtd 0 0 27 0;GrossPriorYtd 0 0 28 0;GrossYtd 0 0 29 0;HomeCountry
0 0 30 0;FarmPlanPriorYtd 0 0 31 0;Discount 0 0 32 0;HomeCounty 0 0 33 0;FarmPlanNumber 0 0 34
0;HomeZip 0 0 35 0;PartsYtd 0 0 36 0;PartsPriorYtd 0 0 37 0;ServiceYtd 0 0 38
0;DaysSinceLastContactDate 0 0 39 0;PrevAccountCode 1 0 40 0;NextContactDueDate 0 0 41
0;EditDateTime 1 0 42 0;CreateDateTime 1 0 43 0;PostalCountry 1 0 44 0;PostalCity 1 0 45
0;PostalAptSuite 1 0 46 0;PostalCounty 1 0 47 0;PowerPlanPriorYtd 1 0 48 0;PostalZip 1 0 49
0;PostalStateProvinceCode 1 0 50 0;LastPaymentDate 1 0 51 0;LastPaymentAmount 1 0 52
0;LastContactDate 1 0 53 0;PostalAddress 1 0 54 0;PowerPlanYtd 1 0 55 0;ShipStateProvinceCode 1 0
56 0;ShipCounty 1 0 57 0;ShipCountry 1 0 58 0;ShipZip 1 0 59 0;WgYtd 1 0 60 0;WgPriorYtd 1 0 61
0;Terms 1 0 62 0;ServicePriorYtd 1 0 63 0;RentalYtd 1 0 64 0;RentalPriorYtd 1 0 65 0;ShipCity 1 0 66
0;ShipAptSuite 1 0 67 0;ShipAddress 1 0 68 0;BillingCountry 1 0 69 0;BillingCity 1 0 70 0;BillingAptSuite
1 0 71 0;BillingCounty 1 0 72 0;CreditLimit 1 0 73 0;BillingZip 1 0 74 0;BillingStateProvinceCode 1 0 75
0;Aging60Day 1 0 76 0;Aging30Day 1 0 77 0;Aging120Day 1 0 78 0;Aging90Day 1 0 79 0;BillingAddress
1 0 80 0;AgingBalance 1 0 81 0;HomeCity 1 0 82 0;HomeAddress 1 0 83 0;HomeStateProvinceCode 1 0
84 0;AccountLocation 1 1 87 1;Location 1 0 86 0;Assignments 1 1 89 1;Assignments 1 0 88 0;Details 1 1
109 1;WebSite 0 0 90 0;Company 1 0 91 0;AccountCode 1 0 92 0;ClassifCode 1 0 93 0;ContactType 1 0
94 0;StoreLocationBranch 1 0 95 0;IsConquest 1 0 96 0;Title 1 0 97 0;FirstName 1 0 98 0;LastName 1 0
99 0;EmailAddress 1 0 100 0;Phone 1 0 101 0;PhoneExt 1 0 102 0;CellPhone 1 0 103 0;HomePhone 1 0
104 0;Fax 1 0 105 0;DateLastReviewed 1 0 106 0;MarketSegments 1 0 107 0;AccountType 1 0 108
0;Profile 1 1 134 1;PurchasingProfile 0 0 118 1;What 1 0 110 0;Influencers 1 0 111 0;OtherInfluencers 1 0
112 0;Where 1 0 113 0;Why 1 0 114 0;How 1 0 115 0;Financing 1 0 116 0;Services 1 0 117 0;Partners 0
0 120 1;Partner 1 0 119 0;OrganizationProfile 1 0 129 1;Growth5yr 1 0 121 0;FinancialCondition 1 0 122
0;LandOwnership 1 0 123 0;Contracting 1 0 124 0;NoEmployees 1 0 125 0;Challenges 1 0 126
0;CommunityInfluence 1 0 127 0;Organizations 1 0 128 0;Scoring 1 0 131 1;Scoring 1 0 130 0;Planning 1
0 133 1;Planning 1 0 132 0;AccountEquipment 1 0 136 1;AccountEquipment 1 0 135 0;Attachments 1 0
138 1;Attachments 1 0 137 0;Secondary 1 0 173 1;MFProAssessments 0 0 147 1;MFProAssessment 1 0
148 0;Alerts 0 0 149 1;Alert 1 0 146 0;WORequests 0 0 155 1;WORequest 1 0 154 0;DeliveryRequests 0
0 157 1;DeliveryRequest 1 0 156 0;Opportunities 1 1 159 1;Opportunity 1 0 158 0;SalesCalls 1 1 161
1;SalesCall 1 0 160 0;Quotes 1 1 163 1;Quotes 1 0 162 0;Notes 1 1 165 1;Note 1 0 164 0;Tasks 1 1 167
1;Task 1 0 166 0;Searchings 1 1 169 1;Searching 1 0 168 0')
INSERT INTO [Security].[UserConfig] ([UserGUID],[Key],[Value])

VALUES ('10000000-0000-0000-0000-000000000000', 'CustomerTrax.Crm.Entity.Account.LayoutConfig',


'Main 1 0 154 1;Rtk.Receiver 0 0 1 1;Receivers 1 0 0 0;RtkTower 0 0 3 1;Towers 1 0 2 0;Details 1 1 32
1;Company 1 0 4 0;AccountCode 1 0 5 0;ClassifCode 1 0 6 0;User_Field1 1 0 7 0;User_Field2 1 0 8
0;User_Field3 1 0 9 0;PfwSalesperson 1 0 10 0;ContactType 1 0 11 0;StoreLocationBranch 1 0 12
0;IsConquest 1 0 13 0;Title 1 0 14 0;FirstName 1 0 15 0;MiddleName 1 0 16 0;LastName 1 0 17
0;CommunicationPreference 1 0 18 0;EmailAddress 1 0 19 0;Phone 1 0 20 0;PhoneExt 1 0 21
0;CellPhone 1 0 22 0;MobileTexting 1 0 23 0;HomePhone 1 0 24 0;Fax 1 0 25 0;DateLastReviewed 1 0
26 0;WebSite 1 0 27 0;MarketSegments 1 0 28 0;AccountType 1 0 29 0;PartsOnsite 1 0 30
0;ParentAccountNumber 1 0 31 0;Profile 1 0 57 1;OrganizationProfile 1 0 41 1;Growth5yr 1 0 33
0;FinancialCondition 1 0 34 0;LandOwnership 1 0 35 0;Contracting 1 0 36 0;NoEmployees 1 0 37
0;Challenges 1 0 38 0;CommunityInfluence 1 0 39 0;Organizations 1 0 40 0;PurchasingProfile 1 0 50
1;What 1 0 42 0;Influencers 1 0 43 0;OtherInfluencers 1 0 44 0;Where 1 0 45 0;Why 1 0 46 0;How 1 0 47
0;Financing 1 0 48 0;Services 1 0 49 0;Partners 1 0 52 1;Partner 1 0 51 0;Scoring 1 0 54 1;Scoring 1 0 53
0;Planning 1 0 56 1;Planning 1 0 55 0;AccountReceivable 1 0 61 1;Receivable 1 0 58 0;CustomerCards 1
0 60 1;CreditCards 1 0 59 0;AccountLocation 1 0 63 1;Location 1 0 62 0;Contacts 1 0 65 1;Contacts 1 0
64 0;Assignments 1 0 67 1;Assignments 1 0 66 0;AccountEquipment 1 0 69 1;AccountEquipment 1 0 68
0;Attachments 1 0 77 1;Attachments 1 0 76 0;RentalContract 1 0 79 1;RentalContract 1 0 78
0;AccountQualifiers 1 0 81 1;Qualifiers 1 0 80 0;AccountGroup 1 0 83 1;AccountGroup 1 0 82
0;AccountCkc 1 0 85 1;AccountCkc 1 0 84 0;Hidden 1 0 149 1;CreateUserGuid 1 0 86 0;CreateDateTime
1 0 87 0;EditDateTime 1 0 88 0;Aging120Day 1 0 89 0;Aging30Day 1 0 90 0;Aging60Day 1 0 91
0;Aging90Day 1 0 92 0;AgingBalance 1 0 93 0;ArTotal 1 0 94 0;BillingAddress 1 0 95 0;BillingAptSuite 1
0 96 0;BillingCity 1 0 97 0;BillingCountry 1 0 98 0;BillingCounty 1 0 99 0;BillingStateProvinceCode 1 0
100 0;BillingZip 1 0 101 0;CreditLimit 1 0 102 0;CurrentBalance 1 0 103 0;DaysSinceLastContactDate 1 0
104 0;Discount 1 0 105 0;FarmPlanNumber 1 0 106 0;FarmPlanPriorYtd 1 0 107 0;FarmPlanYtd 1 0 108
0;GrossPriorYtd 1 0 109 0;GrossYtd 1 0 110 0;HomeAddress 1 0 111 0;HomeAptSuite 1 0 112
0;HomeCity 1 0 113 0;HomeCountry 1 0 114 0;HomeCounty 1 0 115 0;HomeStateProvinceCode 1 0 116
0;HomeZip 1 0 117 0;LastContactDate 1 0 118 0;LastPaymentAmount 1 0 119 0;LastPaymentDate 1 0
120 0;NextContactDueDate 1 0 121 0;PartsPriorYtd 1 0 122 0;PartsYtd 1 0 123 0;PostalAddress 1 0 124
0;PostalAptSuite 1 0 125 0;PostalCity 1 0 126 0;PostalCountry 1 0 127 0;PostalCounty 1 0 128
0;PostalStateProvinceCode 1 0 129 0;PostalZip 1 0 130 0;PowerPlanPriorYtd 1 0 131 0;PowerPlanYtd 1
0 132 0;PrevAccountCode 1 0 133 0;RentalPriorYtd 1 0 134 0;RentalYtd 1 0 135 0;RentCreditLimit 1 0
136 0;ServicePriorYtd 1 0 137 0;ServiceYtd 1 0 138 0;ShipAddress 1 0 139 0;ShipAptSuite 1 0 140
0;ShipCity 1 0 141 0;ShipCountry 1 0 142 0;ShipCounty 1 0 143 0;ShipStateProvinceCode 1 0 144
0;ShipZip 1 0 145 0;Terms 1 0 146 0;WgPriorYtd 1 0 147 0;WgYtd 1 0 148 0;ServiceAgreement 1 0 151
1;ServiceAgreement 1 0 150 0;Media 1 0 153 1;Media 1 0 152 0;Secondary 1 0 194 1;RentalRequests 0
0 156 1;RentalRequest 1 0 155 0;Alerts 1 0 160 1;Alert 1 0 159 0;Notes 1 0 162 1;Note 1 0 161
0;ManagementNotes 1 0 164 1;ManagementNote 1 0 163 0;Undercarriage 1 0 166 1;Undercarriage 1 0
165 0;SalesCalls 1 0 168 1;SalesCall 1 0 167 0;Opportunities 1 0 170 1;Opportunity 1 0 169
0;MFProAssessments 1 0 172 1;MFProAssessment 1 0 171 0;Quotes 1 0 174 1;Quotes 1 0 173 0;Cases
1 0 176 1;Case 1 0 175 0;Tasks 1 0 178 1;Task 1 0 177 0;Searchings 1 0 180 1;Searching 1 0 179
0;DeliveryRequests 1 0 182 1;DeliveryRequest 1 0 181 0;WORequests 1 0 184 1;WORequest 1 0 183
0;SaleSpeeds 1 0 186 1;SaleSpeed 1 0 185 0;RO 1 0 188 1;RO 1 0 187 0;TradeAppraisals 1 0 190
1;TradeAppraisal 1 0 189 0')
INSERT INTO [Security].[UserConfig] ([UserGUID],[Key],[Value])

VALUES ('086a23f1-9fdd-47f3-88d3-082fe6dc37cd', 'CustomerTrax.Crm.Entity.Account.LayoutConfig',


'Main 1 0 38 1;Primary 1 0 1 1;bwNotes 1 0 0 0;Details 1 1 12 1;Company 1 0 2 0;AccountCode 1 0 3
0;ClassifCode 1 0 4 0;bwType 1 0 5 0;bwCommercialSubtype 1 0 6 0;bwFederalSubtype 1 0 7
0;bwMunicipleSubtype 1 0 8 0;bwClassification 1 0 9 0;bwNAICSCode 1 0 10 0;bwHeadquarters 1 0 11
0;Locations 1 0 14 1;Locations 1 0 13 0;Hidden 1 0 17 1;CreateDateTime 1 0 15 0;EditDateTime 1 0 16
0;Financial 1 0 29 1;Summary 1 1 28 1;bwTotalPending 1 0 18 0;bwTotalRevenue 1 0 19 0;bwBudget 1 0
20 0;bwARStatus 1 0 21 0;LastJobPerformed 1 0 27 1;bwLJPName 1 0 22 0;bwLJPNumber 1 0 23
0;bwLJPBudget 1 0 24 0;bwLJPTotalRevenue 1 0 25 0;bwLJPScheduleSummary 1 0 26 0;Assignments 1
0 31 1;Assignments 1 0 30 0;AccountGroup 1 0 33 1;AccountGroup 1 0 32 0;Attachments 1 0 35
1;Attachments 1 0 34 0;Media 1 0 37 1;Media 1 0 36 0;Secondary 1 0 54 1;Projects 1 0 44 1;Projects 1 0
43 0;Sites 1 0 46 1;Sites 1 0 45 0;FeeSchedule 1 0 48 1;BayWest.FeeSchedule 1 0 47 0;Contracts 1 0 50
1;Contracts 1 0 49 0')

INSERT INTO [Security].[UserConfig] ([UserGUID],[Key],[Value])

VALUES ('6d59c04d-ec84-40c4-943d-1927f5d506a2', 'CustomerTrax.Crm.Entity.Account.LayoutConfig',


'')

INSERT INTO [Security].[UserConfig] ([UserGUID],[Key],[Value])

VALUES ('dd90fc04-02ed-42fd-ba9a-23e2b84afac0', 'CustomerTrax.Crm.Entity.Account.LayoutConfig',


'Main 1 0 154 1;AccountCkc 0 0 3 1;AccountCkc 1 0 2 0;RtkTower 0 0 5 1;Towers 1 0 4 0;AccountGroup
0 0 7 1;AccountGroup 1 0 6 0;Rtk.Receiver 0 0 9 1;Receivers 1 0 8 0;AccountReceivable 0 0 15
1;Receivable 1 0 12 0;CustomerCards 1 0 14 1;CreditCards 1 0 13 0;Contacts 0 0 17 1;Contacts 1 0 16
0;RentalContract 1 0 21 1;RentalContract 1 0 20 0;AccountQualifiers 1 0 23 1;Qualifiers 1 0 22 0;Media 1
0 27 1;Media 1 0 26 0;Hidden 0 0 91 1;CreateUserGuid 1 0 28 0;ArTotal 0 0 29 0;CurrentBalance 0 0 30
0;HomeAptSuite 0 0 31 0;FarmPlanYtd 0 0 32 0;GrossPriorYtd 0 0 33 0;GrossYtd 0 0 34 0;HomeCountry
0 0 35 0;FarmPlanPriorYtd 0 0 36 0;Discount 0 0 37 0;HomeCounty 0 0 38 0;FarmPlanNumber 0 0 39
0;HomeZip 0 0 40 0;PartsYtd 0 0 41 0;PartsPriorYtd 0 0 42 0;ServiceYtd 0 0 43
0;DaysSinceLastContactDate 0 0 44 0;PrevAccountCode 1 0 45 0;NextContactDueDate 0 0 46
0;EditDateTime 1 0 47 0;CreateDateTime 1 0 48 0;PostalCountry 1 0 49 0;PostalCity 1 0 50
0;PostalAptSuite 1 0 51 0;PostalCounty 1 0 52 0;PowerPlanPriorYtd 1 0 53 0;PostalZip 1 0 54
0;PostalStateProvinceCode 1 0 55 0;LastPaymentDate 1 0 56 0;LastPaymentAmount 1 0 57
0;LastContactDate 1 0 58 0;PostalAddress 1 0 59 0;PowerPlanYtd 1 0 60 0;ShipStateProvinceCode 1 0
61 0;ShipCounty 1 0 62 0;ShipCountry 1 0 63 0;ShipZip 1 0 64 0;WgYtd 1 0 65 0;WgPriorYtd 1 0 66
0;Terms 1 0 67 0;ServicePriorYtd 1 0 68 0;RentalYtd 1 0 69 0;RentalPriorYtd 1 0 70 0;ShipCity 1 0 71
0;ShipAptSuite 1 0 72 0;ShipAddress 1 0 73 0;BillingCountry 1 0 74 0;BillingCity 1 0 75 0;BillingAptSuite
1 0 76 0;BillingCounty 1 0 77 0;CreditLimit 1 0 78 0;BillingZip 1 0 79 0;BillingStateProvinceCode 1 0 80
0;Aging60Day 1 0 81 0;Aging30Day 1 0 82 0;Aging120Day 1 0 83 0;Aging90Day 1 0 84 0;BillingAddress
1 0 85 0;AgingBalance 1 0 86 0;HomeCity 1 0 87 0;HomeAddress 1 0 88 0;HomeStateProvinceCode 1 0
89 0;RentCreditLimit 1 0 90 0;AccountLocation 1 1 93 1;Location 1 0 92 0;Assignments 1 1 95
1;Assignments 1 0 94 0;Details 1 1 124 1;User_Field1 1 0 96 0;User_Field2 1 0 97 0;User_Field3 1 0 98
0;PfwSalesperson 1 0 99 0;MiddleName 1 0 100 0;CommunicationPreference 1 0 101 0;MobileTexting 1
0 102 0;PartsOnsite 1 0 103 0;ParentAccountNumber 1 0 104 0;WebSite 0 0 105 0;Company 1 0 106
0;AccountCode 1 0 107 0;ClassifCode 1 0 108 0;ContactType 1 0 109 0;StoreLocationBranch 1 0 110
0;IsConquest 1 0 111 0;Title 1 0 112 0;FirstName 1 0 113 0;LastName 1 0 114 0;EmailAddress 1 0 115
0;Phone 1 0 116 0;PhoneExt 1 0 117 0;CellPhone 1 0 118 0;HomePhone 1 0 119 0;Fax 1 0 120
0;DateLastReviewed 1 0 121 0;MarketSegments 1 0 122 0;AccountType 1 0 123 0;Profile 1 1 149
1;PurchasingProfile 0 0 133 1;What 1 0 125 0;Influencers 1 0 126 0;OtherInfluencers 1 0 127 0;Where 1
0 128 0;Why 1 0 129 0;How 1 0 130 0;Financing 1 0 131 0;Services 1 0 132 0;Partners 0 0 135 1;Partner
1 0 134 0;OrganizationProfile 1 0 144 1;Growth5yr 1 0 136 0;FinancialCondition 1 0 137
0;LandOwnership 1 0 138 0;Contracting 1 0 139 0;NoEmployees 1 0 140 0;Challenges 1 0 141
0;CommunityInfluence 1 0 142 0;Organizations 1 0 143 0;Scoring 1 0 146 1;Scoring 1 0 145 0;Planning 1
0 148 1;Planning 1 0 147 0;Attachments 1 0 153 1;Attachments 1 0 152 0;Secondary 1 0 194 1;Cases 1
0 162 1;Case 1 0 161 0;RentalRequests 1 0 164 1;RentalRequest 1 0 163 0;SaleSpeeds 1 0 166
1;SaleSpeed 1 0 165 0;RO 1 0 168 1;RO 1 0 167 0;TradeAppraisals 1 0 170 1;TradeAppraisal 1 0 169
0;MFProAssessments 0 0 175 1;MFProAssessment 1 0 174 0;Alerts 0 0 177 1;Alert 1 0 176
0;DeliveryRequests 0 0 181 1;DeliveryRequest 1 0 180 0;Opportunities 1 1 183 1;Opportunity 1 0 182
0;SalesCalls 1 1 185 1;SalesCall 1 0 184 0;Quotes 1 1 187 1;Quotes 1 0 186 0;Notes 1 1 189 1;Note 1 0
188 0;Tasks 1 1 191 1;Task 1 0 190 0')

INSERT INTO [Security].[UserConfig] ([UserGUID],[Key],[Value])

VALUES ('1458de1b-2f23-4a26-a304-3eda184d46c1', 'CustomerTrax.Crm.Entity.Account.LayoutConfig',


'Main 1 0 154 1;Rtk.Receiver 0 0 1 1;Receivers 1 0 0 0;RtkTower 0 0 3 1;Towers 1 0 2 0;Details 1 1 32
1;Company 1 0 4 0;AccountCode 1 0 5 0;ClassifCode 1 0 6 0;User_Field1 1 0 7 0;User_Field2 1 0 8
0;User_Field3 1 0 9 0;PfwSalesperson 1 0 10 0;ContactType 1 0 11 0;StoreLocationBranch 1 0 12
0;IsConquest 1 0 13 0;Title 1 0 14 0;FirstName 1 0 15 0;MiddleName 1 0 16 0;LastName 1 0 17
0;CommunicationPreference 1 0 18 0;EmailAddress 1 0 19 0;Phone 1 0 20 0;PhoneExt 1 0 21
0;CellPhone 1 0 22 0;MobileTexting 1 0 23 0;HomePhone 1 0 24 0;Fax 1 0 25 0;DateLastReviewed 1 0
26 0;WebSite 1 0 27 0;MarketSegments 1 0 28 0;AccountType 1 0 29 0;PartsOnsite 1 0 30
0;ParentAccountNumber 1 0 31 0;Profile 1 0 57 1;OrganizationProfile 1 0 41 1;Growth5yr 1 0 33
0;FinancialCondition 1 0 34 0;LandOwnership 1 0 35 0;Contracting 1 0 36 0;NoEmployees 1 0 37
0;Challenges 1 0 38 0;CommunityInfluence 1 0 39 0;Organizations 1 0 40 0;PurchasingProfile 1 0 50
1;What 1 0 42 0;Influencers 1 0 43 0;OtherInfluencers 1 0 44 0;Where 1 0 45 0;Why 1 0 46 0;How 1 0 47
0;Financing 1 0 48 0;Services 1 0 49 0;Partners 1 0 52 1;Partner 1 0 51 0;Scoring 1 0 54 1;Scoring 1 0 53
0;Planning 1 0 56 1;Planning 1 0 55 0;AccountLocation 1 0 63 1;Location 1 0 62 0;Contacts 1 0 65
1;Contacts 1 0 64 0;Assignments 1 0 67 1;Assignments 1 0 66 0;Budget 1 0 71 1;Budget 1 0 70
0;CropMix 1 0 75 1;CropMix 1 0 74 0;Attachments 1 0 77 1;Attachments 1 0 76 0;RentalContract 1 0 79
1;RentalContract 1 0 78 0;AccountQualifiers 1 0 81 1;Qualifiers 1 0 80 0;AccountGroup 1 0 83
1;AccountGroup 1 0 82 0;AccountCkc 1 0 85 1;AccountCkc 1 0 84 0;Hidden 1 0 149 1;CreateUserGuid 1
0 86 0;CreateDateTime 1 0 87 0;EditDateTime 1 0 88 0;Aging120Day 1 0 89 0;Aging30Day 1 0 90
0;Aging60Day 1 0 91 0;Aging90Day 1 0 92 0;AgingBalance 1 0 93 0;ArTotal 1 0 94 0;BillingAddress 1 0
95 0;BillingAptSuite 1 0 96 0;BillingCity 1 0 97 0;BillingCountry 1 0 98 0;BillingCounty 1 0 99
0;BillingStateProvinceCode 1 0 100 0;BillingZip 1 0 101 0;CreditLimit 1 0 102 0;CurrentBalance 1 0 103
0;DaysSinceLastContactDate 1 0 104 0;Discount 1 0 105 0;FarmPlanNumber 1 0 106
0;FarmPlanPriorYtd 1 0 107 0;FarmPlanYtd 1 0 108 0;GrossPriorYtd 1 0 109 0;GrossYtd 1 0 110
0;HomeAddress 1 0 111 0;HomeAptSuite 1 0 112 0;HomeCity 1 0 113 0;HomeCountry 1 0 114
0;HomeCounty 1 0 115 0;HomeStateProvinceCode 1 0 116 0;HomeZip 1 0 117 0;LastContactDate 1 0
118 0;LastPaymentAmount 1 0 119 0;LastPaymentDate 1 0 120 0;NextContactDueDate 1 0 121
0;PartsPriorYtd 1 0 122 0;PartsYtd 1 0 123 0;PostalAddress 1 0 124 0;PostalAptSuite 1 0 125
0;PostalCity 1 0 126 0;PostalCountry 1 0 127 0;PostalCounty 1 0 128 0;PostalStateProvinceCode 1 0 129
0;PostalZip 1 0 130 0;PowerPlanPriorYtd 1 0 131 0;PowerPlanYtd 1 0 132 0;PrevAccountCode 1 0 133
0;RentalPriorYtd 1 0 134 0;RentalYtd 1 0 135 0;RentCreditLimit 1 0 136 0;ServicePriorYtd 1 0 137
0;ServiceYtd 1 0 138 0;ShipAddress 1 0 139 0;ShipAptSuite 1 0 140 0;ShipCity 1 0 141 0;ShipCountry 1
0 142 0;ShipCounty 1 0 143 0;ShipStateProvinceCode 1 0 144 0;ShipZip 1 0 145 0;Terms 1 0 146
0;WgPriorYtd 1 0 147 0;WgYtd 1 0 148 0;ServiceAgreement 1 0 151 1;ServiceAgreement 1 0 150
0;Media 1 0 153 1;Media 1 0 152 0;Secondary 1 0 194 1;RentalRequests 0 0 156 1;RentalRequest 1 0
155 0;Alerts 1 0 160 1;Alert 1 0 159 0;Notes 1 0 162 1;Note 1 0 161 0;ManagementNotes 1 0 164
1;ManagementNote 1 0 163 0;Undercarriage 1 0 166 1;Undercarriage 1 0 165 0;SalesCalls 1 0 168
1;SalesCall 1 0 167 0;Opportunities 1 0 170 1;Opportunity 1 0 169 0;MFProAssessments 1 0 172
1;MFProAssessment 1 0 171 0;Quotes 1 0 174 1;Quotes 1 0 173 0;Cases 1 0 176 1;Case 1 0 175
0;Tasks 1 0 178 1;Task 1 0 177 0;Searchings 1 0 180 1;Searching 1 0 179 0;DeliveryRequests 1 0 182
1;DeliveryRequest 1 0 181 0;WORequests 1 0 184 1;WORequest 1 0 183 0;SaleSpeeds 1 0 186
1;SaleSpeed 1 0 185 0;RO 1 0 188 1;RO 1 0 187 0;TradeAppraisals 1 0 190 1;TradeAppraisal 1 0 189 0')

INSERT INTO [Security].[UserConfig] ([UserGUID],[Key],[Value])

VALUES ('4987bf5d-b2a6-4771-bcf6-498edfd06a8c', 'CustomerTrax.Crm.Entity.Account.LayoutConfig',


'Main 1 0 34 1;Merschman.OrderLots 0 0 1 1;Merschman.OrderLots 1 0 0 0;Merschman.OrderItems 0 0 3
1;Merschman.OrderItems 1 0 2 0;Details 1 0 14 1;AccountCode 1 0 4 0;Company 1 0 5 0;ClassifCode 1 0
6 0;merschSearchWord 1 0 7 0;merschARBalance 1 0 8 0;DateLastReviewed 1 0 9 0;Phone 1 0 10
0;PhoneExt 1 0 11 0;AltPhone 1 0 12 0;AltPhoneExt 1 0 13 0;Location 1 0 23 1;Address1 1 0 15
0;Address2 1 0 16 0;Address3 1 0 17 0;merschAddress4 1 0 18 0;City 1 0 19 0;StateProvinceCode 1 0
20 0;Zip 1 0 21 0;Country 1 0 22 0;Merschman.Orders 1 0 25 1;Merschman.Orders 1 0 30 0;Contacts 1 0
27 1;Contacts 1 0 24 0;Merschman.Agreements 1 0 29 1;Merschman.Agreements 1 0 26 0;Attachments
1 0 31 1;Attachments 1 0 28 0;Secondary 1 0 50 1;Alerts 0 0 36 1;Alert 1 0 35 0;Notes 1 0 38 1;Note 1 0
37 0;Tasks 1 0 40 1;Task 1 0 39 0;SalesCalls 1 0 42 1;SalesCall 1 0 41 0;Opportunities 1 0 46
1;Opportunity 1 0 45 0')

INSERT INTO [Security].[UserConfig] ([UserGUID],[Key],[Value])

VALUES ('725595f5-5a65-497f-8129-a6d670b3738e', 'CustomerTrax.Crm.Entity.Account.LayoutConfig',


'Main 1 0 150 1;Rtk.Receiver 0 0 1 1;Receivers 1 0 0 0;RtkTower 0 0 3 1;Towers 1 0 2 0;Details 1 1 29
1;Company 1 0 4 0;AccountCode 1 0 5 0;ClassifCode 1 0 6 0;PfwSalesperson 1 0 7 0;ContactType 1 0 8
0;StoreLocationBranch 1 0 9 0;IsConquest 1 0 10 0;Title 1 0 11 0;FirstName 1 0 12 0;MiddleName 1 0 13
0;LastName 1 0 14 0;CommunicationPreference 1 0 15 0;EmailAddress 1 0 16 0;Phone 1 0 17
0;PhoneExt 1 0 18 0;CellPhone 1 0 19 0;MobileTexting 1 0 20 0;HomePhone 1 0 21 0;Fax 1 0 22
0;DateLastReviewed 1 0 23 0;WebSite 1 0 24 0;MarketSegments 1 0 25 0;AccountType 1 0 26
0;PartsOnsite 1 0 27 0;ParentAccountNumber 1 0 28 0;Profile 1 0 54 1;OrganizationProfile 1 0 38
1;Growth5yr 1 0 30 0;FinancialCondition 1 0 31 0;LandOwnership 1 0 32 0;Contracting 1 0 33
0;NoEmployees 1 0 34 0;Challenges 1 0 35 0;CommunityInfluence 1 0 36 0;Organizations 1 0 37
0;PurchasingProfile 1 0 47 1;What 1 0 39 0;Influencers 1 0 40 0;OtherInfluencers 1 0 41 0;Where 1 0 42
0;Why 1 0 43 0;How 1 0 44 0;Financing 1 0 45 0;Services 1 0 46 0;Partners 1 0 49 1;Partner 1 0 48
0;Scoring 1 0 51 1;Scoring 1 0 50 0;Planning 1 0 53 1;Planning 1 0 52 0;AccountLocation 1 0 60
1;Location 1 0 59 0;Contacts 1 0 62 1;Contacts 1 0 61 0;Assignments 1 0 64 1;Assignments 1 0 63
0;Attachments 1 0 74 1;Attachments 1 0 73 0;RentalContract 1 0 76 1;RentalContract 1 0 75
0;AccountQualifiers 1 0 78 1;Qualifiers 1 0 77 0;AccountGroup 1 0 80 1;AccountGroup 1 0 79
0;AccountCkc 1 0 82 1;AccountCkc 1 0 81 0;Hidden 1 0 145 1;CreateUserGuid 1 0 83 0;CreateDateTime
1 0 84 0;EditDateTime 1 0 85 0;Aging120Day 1 0 86 0;Aging30Day 1 0 87 0;Aging60Day 1 0 88
0;Aging90Day 1 0 89 0;AgingBalance 1 0 90 0;ArTotal 1 0 91 0;BillingAddress 1 0 92 0;BillingAptSuite 1
0 93 0;BillingCity 1 0 94 0;BillingCountry 1 0 95 0;BillingCounty 1 0 96 0;BillingStateProvinceCode 1 0 97
0;BillingZip 1 0 98 0;CreditLimit 1 0 99 0;CurrentBalance 1 0 100 0;DaysSinceLastContactDate 1 0 101
0;Discount 1 0 102 0;FarmPlanNumber 1 0 103 0;FarmPlanPriorYtd 1 0 104 0;FarmPlanYtd 1 0 105
0;GrossPriorYtd 1 0 106 0;GrossYtd 1 0 107 0;HomeAddress 1 0 108 0;HomeAptSuite 1 0 109
0;HomeCity 1 0 110 0;HomeCountry 1 0 111 0;HomeCounty 1 0 112 0;HomeStateProvinceCode 1 0 113
0;HomeZip 1 0 114 0;LastContactDate 1 0 115 0;LastPaymentAmount 1 0 116 0;LastPaymentDate 1 0
117 0;NextContactDueDate 1 0 118 0;PartsPriorYtd 1 0 119 0;PartsYtd 1 0 120 0;PostalAddress 1 0 121
0;PostalAptSuite 1 0 122 0;PostalCity 1 0 123 0;PostalCountry 1 0 124 0;PostalCounty 1 0 125
0;PostalStateProvinceCode 1 0 126 0;PostalZip 1 0 127 0;PowerPlanPriorYtd 1 0 128 0;PowerPlanYtd 1
0 129 0;PrevAccountCode 1 0 130 0;RentalPriorYtd 1 0 131 0;RentalYtd 1 0 132 0;ServicePriorYtd 1 0
133 0;ServiceYtd 1 0 134 0;ShipAddress 1 0 135 0;ShipAptSuite 1 0 136 0;ShipCity 1 0 137
0;ShipCountry 1 0 138 0;ShipCounty 1 0 139 0;ShipStateProvinceCode 1 0 140 0;ShipZip 1 0 141
0;Terms 1 0 142 0;WgPriorYtd 1 0 143 0;WgYtd 1 0 144 0;ServiceAgreement 1 0 147
1;ServiceAgreement 1 0 146 0;Media 1 0 149 1;Media 1 0 148 0;Secondary 1 0 188 1;RentalRequests 0
0 152 1;RentalRequest 1 0 151 0;Alerts 1 0 156 1;Alert 1 0 155 0;Notes 1 0 158 1;Note 1 0 157
0;SalesCalls 1 0 160 1;SalesCall 1 0 159 0;Undercarriage 1 0 162 1;Undercarriage 1 0 161
0;Opportunities 1 0 164 1;Opportunity 1 0 163 0;MFProAssessments 1 0 166 1;MFProAssessment 1 0
165 0;Quotes 1 0 168 1;Quotes 1 0 167 0;Cases 1 0 170 1;Case 1 0 169 0;Tasks 1 0 172 1;Task 1 0 171
0;Searchings 1 0 174 1;Searching 1 0 173 0;DeliveryRequests 1 0 176 1;DeliveryRequest 1 0 175
0;WORequests 1 0 178 1;WORequest 1 0 177 0;SaleSpeeds 1 0 180 1;SaleSpeed 1 0 179 0;RO 1 0 182
1;RO 1 0 181 0;TradeAppraisals 1 0 184 1;TradeAppraisal 1 0 183 0')

select *

from Crm.EntityProperty

wHERE EntityKey = 'Account' AND PropertyKey='LandOwnership' AND Code = 'Lease'

UPDATE [Crm].[EntityProperty]

SET [IsVisible] = 0

WHERE [EntityKey]='Account' AND [PropertyKey]='Contracting'

IF EXISTS (SELECT * FROM Crm.EntityPropertyPossibleValue WHERE EntityKey = 'Account' AND


PropertyKey='LandOwnership' AND Code = 'Lease')

UPDATE Crm.EntityProperty

SET Description='Rent'

WHERE EntityKey = 'Account' AND PropertyKey='LandOwnership' AND Code = 'Lease'


) Check on mobile pass

UPDATE Portal.Content SET Message = 'Seperator Hours'


WHERE
ContentId='CustomerTrax.Crm.Inventory.CreateStockUnitPopup.Label.UserText1
AND Language = ''

UPDATE Portal.Content SET Message = 'Taken on Trade by'


WHERE
ContentId='CustomerTrax.Crm.Inventory.CreateStockUnitPopup.Label.UserText2
AND Language = ''

UPDATE Portal.Content SET Message = 'Attached To'


WHERE
ContentId='CustomerTrax.Crm.Inventory.CreateStockUnitPopup.Label.UserText3
AND Language = ''

UPDATE Portal.Content SET Message = 'Customer Name'


WHERE
ContentId='CustomerTrax.Crm.Inventory.CreateStockUnitPopup.Label.UserText4
AND Language = ''

UPDATE Portal.Content SET Message = 'Salesperson'


WHERE
ContentId='CustomerTrax.Crm.Inventory.CreateStockUnitPopup.Label.UserText5
AND Language = ''

UPDATE Portal.Content SET Message = 'Dlr Cat'


WHERE
ContentId='CustomerTrax.Crm.Inventory.CreateStockUnitPopup.Label.UserText10
AND Language = ''

UPDATE Portal.Content SET Message = 'Floor Plan'


WHERE
ContentId='CustomerTrax.Crm.Inventory.CreateStockUnitPopup.Label.UserNumeric1

AND Language = ''


UPDATE Portal.Content SET Message = 'Cash Price'
WHERE
ContentId='CustomerTrax.Crm.Inventory.CreateStockUnitPopup.Label.UserNumeric2

AND Language = ''

UPDATE Portal.Content SET Message = 'Retail Price'


WHERE
ContentId='CustomerTrax.Crm.Inventory.CreateStockUnitPopup.Label.UserNumeric3

AND Language = ''

UPDATE Portal.Content SET Message = 'C.O.D.'


WHERE
ContentId='CustomerTrax.Crm.Inventory.CreateStockUnitPopup.Label.UserNumeric4

AND Language = ''

update Portal.Content set Message = 'Sep Hours'

where ContentId = ' CustomerTrax.Crm.Inventory.CreateStockUnitPopup.Label.UserField3'

and Language = ''


select *

from Portal.Content

where ContentId = 'CustomerTrax.Crm.Inventory.CreateStockUnitPopup.Label.UserField3'

and Language = ''

select *

from Portal.Content

where ContentId = 'CustomerTrax.Crm.Inventory.SearchPage.EQUIP.Header.UserField3'

and Language = ''

select *

from Portal.Content

where ContentId = 'CustomerTrax.Crm.Inventory.CreateStockUnitPopup.Label.UserField2'

and Language = ''

select *

from Portal.Content

where ContentId = 'CustomerTrax.Crm.Inventory.SearchPage.EQUIP.Header.UserField2'

and Language = ''

tested and moved to Ready - Maple: Dealer Defined rename fields

tested and moved to Ready - Notification emails not sending [cause identified, Aleh has proposed new
email solution, need to discuss] If there is a problem send through our gmail it is not resent and stops all
emails from sending. Typically we change the flag and it stays but theirs continues to change back.

Scenario: 1) Check account Actual=Expected=Bulk Oil Checkbox on the proper place -


https://monosnap.com/file/MgeKSQJwFm4lyUE5Gw7laC3SPse0CX# 2) Check PDF and Print - pass -
https://monosnap.com/file/K1tFecyHBJoXpkISzhDfhirQvAVJCM#
https://monosnap.com/file/yDshZz46wyViXQTh1ld0k2lYokYi7C# 3) Check account search grid - pass -

You might also like