Fusion Testing
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TC-07244 : Create a customer account (parent account)
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Process Area : Store Ops
Steps To Execute
Log in as: Kimray - Field Service Technician Kimray - Customer Support Specialist Kimray - Customer Support Specialist - Intl Kimray - Marketing Kimray - Product & Customer Support Manager Kimray - Product & Customer Support Tech Kimray - Repair Tech Kimray - Sales & Services Manager Kimray - Service Supervisor Kimray - Store Sales Kimray - Store Warehouse Specialist Go to: Lists > Relationships > Customers > New. Validate the form is the Fusion - Kimray Customer Form. Set Type: Under Primary Information, ensure Customer Type is set appropriately (typically ?Company? for parent). Enter Name: Fill in the Company Name (or Name field depending on form type). Uncheck Subcustomer: Ensure the Is Subcustomer box is unchecked. This establishes the record as a parent customer. Complete Mandatory Fields: Fill in required fields such as Email, Phone, Subsidiary, Status, etc. Save Record: Click Save.
Expected Results
Customer account should create successfully.