Checklist for CiviCRM testing - v5.1.0
Contacts
-
Create a Contact -
Edit a Contact -
Create an Organization -
Assign a Contact to an Organization -
Add an Activity -
Create and Send Email to a Contact -
Create a Group and Assign a Contact to Group -
Create Tags, Tag Sets -
Find and Merge Duplicate Contacts
Contributions
-
Add a new Contribution -
Add a Contribution via a Page -
Add a new Contribution Page (Title tab) -
Add a new Contribution Page (Amounts tab) -
Add a new Contribution Page (Memberships tab) -
Add a new Contribution Page (Receipts and Tell a Friend tabs) -
Add a new Contribution Page (Profiles tab) -
Add a new Contribution Page (Premiums tab) -
Add a New Contribution Page (Personal Campaigns tab) -
Add a new Pledge -
Add a Premium
Events
-
Event Creation -
Event Registration -
Event Confirmation
Price Sets
-
Add a new Price Set (Memberships) -
Add a new Price Set (Contributions) -
Add a new Price Set (Events)
Search
-
Find Contacts -
Find Activities -
Find Contributions -
Find Participants -
export results to csv
-
Create and Send CiviMail
Edited by Kevin Cristiano