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Bugs‌ ‌found‌ ‌in‌ Pipeline CRM SaaS

› Bug Crawl›Bugs‌ ‌found‌ ‌in‌ Pipeline CRM SaaS

Pipeline CRM

Pipeline CRM is a powerful digital platform that aims to streamline the sales process. Pipeline CRM offers easy setup, integrations, and customization.

With a range of impressive features, Pipeline CRM facilitates seamless interactions with prospective clients, follows through commitments, and ensures optimal sales routine organization. The platform provides an integration process that synchronizes all relevant data, allowing for better efficiency and collaboration within your team.

We at QAwerk performed manual testing of Pipeline CRM and identified a set of bugs that could affect both the performance and the user experience on the platform. We hope our findings will help the development team improve the platform’s quality and continue delivering value to their customers.

pipelinecrm.com

Task does not appear in weekly events list after date is moved in Agenda

Severity:

Critical

Precondition:

Login to the account.

Steps to Reproduce:
  1. Click on the “Dashboards” button in the top menu.
  2. In the “Agenda” block, click on the “Past Due” tab.
  3. Click on the “Create new task” button.
  4. Fill in the “Name” field.
  5. In the “Due date” field, choose a date a few days before the current one.
  6. Click the “Save” button.
  7. Сlick on the “Past Due” tab.
  8. Click on the created task.
  9. Click on the button “Postponed 7 days”.
  10. Click on the “This week” tab.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

A task does not show in the ‘This week’ events list when its date in the Agenda is moved to a week.

Expected Result:

When a task’s date in the Agenda is shifted to a week, the task should properly appear in the events list for the corresponding week.

Discrepancy between actual number of notifications and number displayed by icon

Severity:

Major

Precondition:

Create a Gmail account.

Steps to Reproduce:
  1. Click on the “Sign Up” button.
  2. Click on the “Sign Up with Google” button.
  3. Choose a Gmail account.
  4. Go to the Gmail mailbox of the created account.
  5. Open the confirmation email.
  6. Click on the “Verify Account” button.
  7. Fill in the following fields:
    • “Your Company Name”.
    • “Your Phone Number”.
    • “Select TYour Goal”.
    • “What is your Team size?”
  8. Click on the “Get Started” button.
  9. Click on the cross.
  10. Click on the cross.
  11. Click on the “Notification” button.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

The number displayed by the notifications icon does not tally with the actual number of notifications.

Expected Result:

The number of notifications displayed by the icon should match the actual number of notifications.

One step from guide is missing

Severity:

Major

Precondition:
  1. Register a new account.
  2. Login to the registered account.
Steps to Reproduce:
  1. Click on the chat icon in the lower right corner.
  2. Click on the left button.
  3. Click on “Getting started with Pipeline!” button.
  4. Click on the “How to Navigate List Views” button.
  5. Click on the “LET’S GO” button.
  6. Click on the “Next” button.
  7. Click on the “Add New Company” button.
  8. Click on the “Next” button.
  9. Click on the down arrow.
  10. Click on the “Next” button.
  11. Click on the “Next” button.
  12. Wait.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

A guide step is missing from the sequence which obstructs the completion of the guide at 100%.

Expected Result:

The guide should feature all the steps in the correct order without any omission.

No error message is displayed when required field is left unfilled while saving data

Severity:

Major

Precondition:

Login to the account.

Steps to Reproduce:
  1. Click on the profile button.
  2. Click on the “My Profile” button.
  3. Click on the “Email” button.
  4. Scroll down to the “Your office address” block.
  5. Fill in the fields:
    • “Street Address”.
    • City.
    • “Zip/Postal Code”.
  6. Click on the “Save” button.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

The form is saved without any error message indicating that a required field was left unfilled.

Expected Result:

An error message should be displayed indicating that all required fields must be filled before saving the form.

Empty tab opens when migration button is clicked without selecting platform

Severity:

Major

Precondition:

Login to the account.

Steps to Reproduce:
  1. Click on the “Add” button.
  2. Click on the “Imports” button.
  3. Click on the “Migrate Now​” button.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

Clicking the ‘Migrate Now’ button without a selected platform opens an empty tab.

Expected Result:

The ‘Migrate Now’ button should be inactive when no migration platform is selected.

Report is saved without legend

Severity:

Major

Precondition:

Login to the account.

Steps to Reproduce:
  1. Click on the “Reports” button in the top menu.
  2. Click on the “Reports” button.
  3. Click on the “Create New Report​” button.
  4. Click on the “Reports” button.
  5. Click on the “Chart Type” pie icon.
  6. Click on the “Report Options” button.
  7. Click the “Download PNG” button.
  8. Open the downloaded image.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

The downloaded report doesn’t contain a legend.

Expected Result:

The downloaded report should contain a legend.

Guide steps do not function correctly when popup is open

Severity:

Major

Precondition:

Login to the account.

Steps to Reproduce:
  1. Click on the chat icon in the lower right corner.
  2. Click on the left button.
  3. Click on “Let’s Get Set up for Success!” button.
  4. Click on the “Creating Custom Fields” button.
  5. Click on the “LET’S GO” button.
  6. Click on the “Profile” button.
  7. Click on the “Account settings” button.
  8. Click on the “Custom field” button.
  9. Click on the “Next” button.
  10. Click on the “Deal” button.
  11. Click on the “Next” button.
  12. Click on the “Add Custom Field” button.
  13. Click on the “Next” button.
  14. Click on the “Picklist field” button.
  15. Click on the “Done!” button.
  16. Click on the “Deal Stages” button.
  17. Click on the “LET’S GO” button.
  18. Click on the “Profile” button.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

If the popup is open, the steps of the guide do not work.

Expected Result:

The guide steps should function correctly even when the popup is open.

There is no automatic navigation to top of page when going through guide

Severity:

Minor

Precondition:

Login to the account.

Steps to Reproduce:
  1. Click on the “Dashboards” button in the top menu.
  2. Scroll down the page.
  3. Click on the chat icon in the lower right corner.
  4. Click on the left button.
  5. Click on “Getting started with Pipeline!” button.
  6. Click on the “Import your Data from Another CRM” button.
  7. Click on the “LET’S GO” button.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

There is no automatic navigation to the top of the page when going through the guide.

Expected Result:

The page should automatically navigate to the top when proceeding through the guide steps.

Blank page is added to generated PDF file

Severity:

Minor

Precondition:

Login to the account.

Steps to Reproduce:
  1. Click on the “Dashboards” button in the top menu.
  2. Click on any deal.
  3. Click on the “Actions” button.
  4. Click on the “PDF” button.
  5. Scroll down the file.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

A blank page is added to the generated PDF file.

Expected Result:

The generated PDF file should not contain any blank pages.

Information icon overlapping with scroll bar

Severity:

Minor

Precondition:

Create a Gmail account.

Steps to Reproduce:
  1. Click on the “Sign Up” button.
  2. Click on the “Sign Up with Google” button.
  3. Choose a Gmail account.
  4. Click on the “Continue” button.
  5. Go to the Gmail mailbox of the created account.
  6. Open the confirmation email.
  7. Click on the “Verify Account” button.
  8. Fill in the following fields:
    • “Your Company Name”.
    • “Your Phone Number”.
    • “Select TYour Goal”.
    • “What is your Team size?”
  9. Click on the “Get Started” button.
  10. Click on the cross.
  11. Click on the cross.
  12. Click on the “Email” button in the top menu.
  13. Click on the “Sync my email” button.
  14. Click on the “Google” button.
  15. Choose a Google account.
  16. Click on the “Continue” button.
  17. Tick ​​”Select all”.
  18. Click on the “Continue” button.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

The information icon is overlapping with the scroll bar.

Expected Result:

The information icon should not interfere or overlap with the scroll bar.

Information icon overlapping with scroll bar

Event pop-up extends beyond calendar interface

Severity:

Minor

Precondition:

Login to the account.

Steps to Reproduce:
  1. Click on the “Calendar” button in the top menu.
  2. Click on the “Day” button.
  3. Click on any time slot.
  4. Fill in the “Name *” field.
  5. Click the “Save” button.
  6. Click on the event.
  7. Scroll up the page.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

The event pop-up extends beyond the boundaries of the calendar interface when the page is scrolled.

Expected Result:

The event pop-up should remain within the confines of the calendar, regardless of page scroll.

Event time discrepancy between creation and display on calendar

Severity:

Minor

Precondition:

Login to the account.

Steps to Reproduce:
  1. Click on the “Calendar” button in the top menu.
  2. Click on the “Day” button.
  3. Click on 1:00 – 2:00 am time slot.
  4. Fill in the “Name *” field.
  5. Click the “Save” button.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

The displayed event time on the calendar does not match the time set during event creation.

Expected Result:

The event time displayed on the calendar should exactly match the time specified during event creation.

Profile icon is not replaced with selected photo

Severity:

Minor

Precondition:

Login to the account.

Steps to Reproduce:
  1. Click on the profile button.
  2. Click on the “My Profile” button.
  3. Click on the “Add Profile Picture” button.
  4. Choose an image.
  5. Click the “Open” button.
  6. Click on the “Save” button.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

The profile icon is not replaced with the selected photo.

Expected Result:

The profile icon should be successfully replaced with the selected photo.

If selection of time slot starts from end of event, then time slot is merged into wrong interval

Severity:

Minor

Precondition:

Login to the account.

Steps to Reproduce:
  1. Click on the “Calendar” button in the top menu.
  2. Click on the “Day” button.
  3. Click on the 10 am field and drag up.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

The selection of a time slot from the end of an event leads to the merging of the time slot into an incorrect interval.

Expected Result:

The time of the event must correspond to the selected time frame during creation.

Text exceeds field boundaries

Severity:

Trivial

Precondition:

Login to the account.

Steps to Reproduce:
  1. In the top menu, click on the “More” button.
  2. Click on the “Customize Header” button.
  3. Hover over “Dashboards”.
  4. Click on the edit button.
  5. Enter.
  6. Enter 150 characters without spaces.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

The text extends beyond the field.

Expected Result:

The text must not go outside the field.

Text exceeds field boundaries

Enter is placed under selected drop-down list item

Severity:

Trivial

Precondition:

Login to the account.

Steps to Reproduce:
  1. In the top menu, click on the “Agenda” button.
  2. Click on the “Add New Task” button.
  3. Click on the “Priority” dropdown list.
  4. Select “Medium”.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

Enter is placed under the selected drop-down list item.

Expected Result:

Enter should not blink after selecting a value from the drop-down list.

Unnecessary side scrolls appearing in dashboard widgets

Severity:

Trivial

Precondition:

Login to the account.

Steps to Reproduce:
  1. In the top menu, click on the “Dashboards” button.
  2. Scroll down the page.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

There are extra side scrolls in dashboard widgets.

Expected Result:

Dashboard widgets should be free from unnecessary side scrolls.

Unnecessary side scrolls appearing in dashboard widgets

Poor image quality of generated invoice template

Severity:

Trivial

Precondition:

Login to the account.

Steps to Reproduce:
  1. Click on the chat icon in the lower right corner.
  2. Click on the second button from the left.
  3. Click on “Generate invoices and more with Instant Docs!”.
  4. Click on the image to enlarge.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

Poor image quality of the generated invoice template.

Expected Result:

All images must be of good quality.

Poor image quality of generated invoice template

Display of calendar events changes several times when going to calendar page

Severity:

Trivial

Precondition:

Login to the account.

Steps to Reproduce:
  1. Click on the “Calendar” button in the top menu.
  2. Click on the “Day” button.
  3. Click on the 1:00 – 2:00 am time slot.
  4. Fill in the “Name *” field.
  5. Click the “Save” button.
  6. Click on the “Email” button in the top menu.
  7. Click on the “Calendar” button in the top menu.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.129.0.6668.101, Firefox v.131.0, Microsoft Edge v.130.0.2849.46

Actual Result:

The display of calendar events changes several times when going to the calendar page.

Expected Result:

When switching to the calendar page, the display layout should not change.

I found 19 bugs impacting different functionalities, such as calendar events, notifications, reports, and form handling. To enhance the product’s quality and ensure an effortless user experience, I recommend performing in-depth cross-browser testing and stress-testing core features like task management and reporting.
Iryna, QA engineer

Iryna, QA engineer

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