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Bugs‌ ‌found‌ ‌in‌ Really Simple Systems CRM SaaS

› Bug Crawl›Bugs‌ ‌found‌ ‌in‌ Really Simple Systems CRM SaaS

Really Simple Systems CRM

Really Simple Systems is a cloud CRM solution specifically designed for small B2B companies, encompassing sales, marketing, and customer management. 

Really Simple Systems simplifies managing contacts, brings automation and visibility into sales pipelines, allows generating quotes, scheduling tasks and reminders, and tracking multiple marketing campaigns. It also includes lead management, marketing automation, analytics & reporting, among other handy features.

Our QA engineers tested Really Simple Systems CRM to give them a fresh perspective on the quality of their software and help them improve the product. Here are the bugs we found.

reallysimplesystems.com

Impossible to import data from another CRM

Severity:

Major

Precondition:
  1. Download a CSV file from any other CRM.
  2. Log in to your account.
Steps to Reproduce:
  1. Click on the settings button in the top menu.
  2. Click on the “DATA MANAGEMENT” tab.
  3. Click on the “Import Data” button.
  4. Click on the field “Drag and Drop your file here (or Click) to upload”.
  5. Select the CSV file you downloaded.
  6. Check “My import includes a Header line”.
  7. Configure each column as follows:
    Column Name Match Field
    First Name   Contact.First
    Last Name Contact.Last
    Email Address Contact.Email
    Company Ignore this field
    Position Contact.JobTitle
    Connected On Contact.CreatedDate
  8. Click on the “Next” button.
  9. Click on the “Next” button.
  10. Select the “Records to Insert” option.
  11. Click on the “IMPORT” button.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.113.0.5672.93, Firefox v.112.0.2, Microsoft Edge v.113.0.1774.35

Actual Result:

It is impossible to import data from another CRM.

Expected Result:

​​It should be possible to import data from another CRM.

Adding more than two “To do list” widgets creates additional buttons in widget window

Severity:

Major

Precondition:
  1. Log in to your account.
Steps to Reproduce:
  1. Click on the “Dashboard” button in the side menu.
  2. Click on the “Add Widgets” button.
  3. Click on the “To do list” widget.
  4. Click on the “Add Widgets” button.
  5. Click on the “To do list” widget.
  6. Click on the “Add Widgets” button.
  7. Click on the “To do list” widget.
  8. Click on the “Add Widgets” button.
  9. Click on the “To do list” widget.
  10. Click on the “Add Widgets” button.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.113.0.5672.93, Firefox v.112.0.2, Microsoft Edge v.113.0.1774.35

Actual Result:

Adding more than two “To do list” widgets creates additional buttons in the widget window.

Expected Result:

It should be possible to add more than one widget of the same type to the Dashboard without creating additional buttons in the widget window.

No left margin on home page

Severity:

Major

Steps to Reproduce:
  1. Go to the main page of the platform.
  2. Expand the window to full screen (1280×720 px).
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.113.0.5672.93, Firefox v.112.0.2, Microsoft Edge v.113.0.1774.35

Actual Result:

On the main page of the platform, there is no margin on the left.

Expected Result:

There should be a margin on the left.

No left margin on home page

Resize button icon doesn’t change upon expanding or minimizing widget

Severity:

Minor

Precondition:
  1. Log in to your account.
Steps to Reproduce:
  1. Click on the “Dashboard” button in the side menu.
  2. Click on the “Add Widgets” button.
  3. Choose any widget.
  4. Click on the button to enlarge the widget.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.113.0.5672.93, Firefox v.112.0.2, Microsoft Edge v.113.0.1774.35

Actual Result:

The widget is resized, but the resize button icon didn’t change.

Expected Result:

The resize button icon should change. When expanding the widget, the arrows should diverge in different directions, and when the user minimizes the widget, the arrows should point at each other.

History menu block displays horizontal scrolling

Severity:

Minor

Precondition:
  1. Log in to your account.
Steps to Reproduce:
  1. Click on the “Accounts” button in the side menu.
  2. Click on the “Add” button.
  3. Fill in the Account Name field with 50 characters.
  4. Click on the “SAVE” button.
  5. Expand the side menu by clicking on the burger menu button.
  6. Scroll down to the History block.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.113.0.5672.93, Firefox v.112.0.2, Microsoft Edge v.113.0.1774.35

Actual Result:

The history menu block displays horizontal scrolling.

Expected Result:

Since the account name is not displayed in full, it is necessary to limit the number of displayed characters to 16, or to increase the width of the side menu.

Code is displayed in the second "To do list" widget

Severity:

Minor

Precondition:
  1. Log in to your account.
Steps to Reproduce:
  1. Click on the “Dashboard” button in the side menu.
  2. Click on the “Add Widgets” button.
  3. Click on the “To do list” widget.
  4. Click on the “Add Widgets” button.
  5. Click on the “To do list” widget.
  6. Find the second added  “To do list” widget on the dashboard page.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.113.0.5672.93, Firefox v.112.0.2, Microsoft Edge v.113.0.1774.35

Actual Result:

The code is displayed in the “To do list” widget.

Expected Result:

The second widget should display the same information as the first.

Code is displayed in the second To do list widget

Events scheduled for the same time overlap each other in Calendar

Severity:

Minor

Precondition:
  1. Log in to your account.
Steps to Reproduce:
  1. Click on the “Accounts” button in the side menu.
  2. Click on the “Add” button.
  3. Fill in the Account Name field with 80 characters.
  4. Click on the “SAVE” button.
  5. Click on the “Tasks” button in the side menu.
  6. Click on the “Add” button.
  7. In the “Account Name” drop-down list, select the created account.
  8. Switch the “All Day” sweater to “No”.
  9. Choose a date and time, e.g. June 8, 17:00.
  10. Click on the “SAVE” button.
  11. Click on the “Tasks” button in the side menu.
  12. Click on the “Add” button.
  13. In the “Account Name” drop-down list, select any account.
  14. Switch the “All Day” sweater to “No”.
  15. Choose a date and time, e.g. June 8, 17:00.
  16. Click on the “SAVE” button.
  17. Click on the “Calendar” button in the side menu.
  18. Configure filters:
    • Filter – All Tasks.
    • Viewing Calendar for – Task.
  19. Click on the number 8 (June 8).
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.113.0.5672.93, Firefox v.112.0.2, Microsoft Edge v.113.0.1774.35

Actual Result:

Events scheduled for the same time overlap each other in Calendar.

Expected Result:

The information about both events should be visible.

Events scheduled for the same time overlap each other in Calendar

Demo account email does not fit into Quotations page heading

Severity:

Minor

Precondition:
  1. Log in to your account.
Steps to Reproduce:
  1. Click on the “Accounts” button in the side menu.
  2. Click on the “Richmond Talent” account.
  3. Scroll down to the “Opportunities” block.
  4. Click the “Add” button.
  5. Scroll down to the “Opportunity Lines” block.
  6. Fill the three fields of the “Quantity” field with the value “15”.
  7. Fill the three fields of the “Unit Price” field with the value “20”.
  8. Click the “Save” button.
  9. Click on the “Accounts” button in the side menu.
  10. Click on the “Richmond Talent” account.
  11. Scroll down to the “Quotations” block.
  12. Click the “Add” button.
  13. Click the “VIEW” button.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.113.0.5672.93, Firefox v.112.0.2, Microsoft Edge v.113.0.1774.35

Actual Result:

The demo account email does not fit into the Quotations page heading.

Expected Result:

The email must fit into the page heading.

Demo account email does not fit into Quotations page heading

User profile photo is displayed with white space along its edges

Severity:

Minor

Steps to Reproduce:
  1. Log in to your account.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.113.0.5672.93, Firefox v.112.0.2, Microsoft Edge v.113.0.1774.35

Actual Result:

The user profile photo is displayed with white space along its edges.

Expected Result:

The user profile photo is displayed without white space along its edges.

User profile photo is displayed with white space along its edges

Sales Funnel diagram on widget is stretched

Severity:

Trivial

Precondition:
  1. Log in to your account.
Steps to Reproduce:
  1. Click on the “Dashboard” button in the side menu.
  2. Click on the “Add Widgets” button.
  3. Click on the “Sales Funnel” widget.
  4. Find the “SALES FUNNEL” widget on your dashboard.
  5. Click on the button to increase the size.
  6. Place the mouse cursor over the diagram.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.113.0.5672.93, Firefox v.112.0.2, Microsoft Edge v.113.0.1774.35

Actual Result:

The diagram on the widget is stretched.

Expected Result:

The diagram on the widget should not be stretched.

Sales Funnel diagram on widget is stretched

Status circle is shifted to the right

Severity:

Trivial

Precondition:
  1. Log in to your account.
Steps to Reproduce:
  1. Click on the “Tasks” button in the side menu.
  2. Click on the “Add” button.
  3. In the “Account Name” drop-down list, select any account.
  4. Switch the “All Day” sweater to “Yes”.
  5. Choose a date, e.g. June 8.
  6. Click on the “SAVE” button.
  7. Click on the “Calendar” button in the side menu.
  8. Configure filters:
    • Filter – All Tasks.
    • Viewing Calendar for – Task.
  9. Click on the number 8 (June 8).
  10. Click on the “SCHEDULE” button.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.113.0.5672.93, Firefox v.112.0.2, Microsoft Edge v.113.0.1774.35

Actual Result:

The status circle is shifted to the right.

Expected Result:

The status circle should be in the center of the field.

Status circle is shifted to the right

Uneven outline of Sales Funnel chart

Severity:

Trivial

Precondition:
  1. Log in to your account.
Steps to Reproduce:
  1. Click on the “Dashboard” button in the side menu.
  2. Click on the “Add Widgets” button.
  3. Click on the “Sales Funnel” widget.
  4. Find the “SALES FUNNEL” widget on your dashboard.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.113.0.5672.93, Firefox v.112.0.2, Microsoft Edge v.113.0.1774.35

Actual Result:

The Sales Funnel chart has an uneven outline.

Expected Result:

The Sales Funnel chart has a smooth outline.

Uneven outline of Sales Funnel chart

Text in Task Dates column has no margin on the left

Severity:

Trivial

Precondition:
  1. Log in to your account.
Steps to Reproduce:
  1. Click on the “Tasks” button in the side menu.
  2. Click on the “Add” button.
  3. In the “Account Name” drop-down list, select any account.
  4. Switch the “All Day” sweater to “Yes”.
  5. Choose a date, e.g. June 8.
  6. Click on the “SAVE” button.
  7. Click on the “Tasks” button in the side menu.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.113.0.5672.93, Firefox v.112.0.2, Microsoft Edge v.113.0.1774.35

Actual Result:

The text in the Task Dates column has no margin on the left.

Expected Result:

The text in the Task Dates column should be aligned properly.

Text in Task Dates column has no margin on the left

No space between “Delete” and “Continue” buttons

Severity:

Trivial

Precondition:
  1. Download a CSV file from any other CRM.
  2. Log in to your account.
Steps to Reproduce:
  1. Click on the settings button in the top menu.
  2. Click on the “DATA MANAGEMENT” tab.
  3. Click on the “Import Data” button.
  4. Click on the field “Drag and Drop your file here (or Click) to upload”.
  5. Select the CSV file you downloaded.
  6. Click the back button.
Environment:

OS: Windows 10 Pro
Browsers: Chrome v.113.0.5672.93, Firefox v.112.0.2, Microsoft Edge v.113.0.1774.35

Actual Result:

“Delete” and “Continue” buttons have no space between them.

Expected Result:

“Delete” and “Continue” buttons are aligned properly.

No space between “Delete” and “Continue” buttons
I’d recommend increasing functional testing, focusing on data import functionality, widget behavior, and page layout. Non-functional testing, such as usability testing, will help identify inconsistencies or visual issues. I also see test automation opportunities using tools like Selenium to improve efficiency and enable regression testing.
Iryna, QA engineer

Iryna, QA engineer

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