CiviCRM RC testing 5.13
Checklist for Testing 5.13-RC
Install and Upgrade
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Manual install Drupal 7 -
Manual upgrade Drupal 7 -
Manual Install WP -
Manual Upgrade WP -
Manual Install Joomla -
Manual Upgrade Joomla
Menu Changes
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Initial menu on Joomla -
Initial Menu on Drupal 7 -
Initial menu on WP -
Review extension addons to menu -
Reorder menu via UI
Payment Processor
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Add a PayPal Standard processor -
Complete Contribution Forms -
Make Recurring Contribution - daily with an end date -
Make Recurring contribution with No end date -
Add second PayPal Standard Processor -
Track recurring IPN and logs to determine if correct processor has been chosen -
Repeat for Event registration -
Repeat for Membership -
Create Membership Price Set with Contributions -
Create Event Price Set with Contributions -
Test New Pages with the above price sets -
Add a new Payment processor - iATS, Stripe -
test with multiple processors (again) to ensure that the correct processor is selected when the payments are made -
Test Receipts and Confirm emails
Extern
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Email Links -
Add more once I can think of them
Contacts
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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
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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
Membership
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Add a Membership Price Set -
Add a new membership Contribution Page -- All Tabs -
Add a Price set with both Public and Admin visibility on line items -
Add a Premium -
Complete Membership - test with attention to public and private line items -
Renew Membership Admin -
Renew Membership Front End -
Edit Membership back end -
Review Bookkeeping Report
Events
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Event Creation -
Add a Price set with line items of both Public and Admin visibility -
Event Registration - test with attention to Public/Admin visibility -
Event Confirmation
Price Sets
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Add a new Price Set (Memberships) -
Add a new Price Set (Contributions) -
Add a new Price Set (Events)
Search
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Find Contacts -
Find Activities -
Find Contributions -
Find Pledges -
Find Memberships -
Find Participants -
Export above search Results -
Create Smart Group -
Edit Smart Group
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Create and Send CiviMail -
Track Open -
Track Links
Settings
Test settings pages under admin Menu. Review, chnage and save. Ensure settings are in place
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System Settings - all items -
CiviContribute -
CiviEvent -
CiviMail -
CiviMember -
Localization -
Communications -
ACLs -
Custom Data and Screens
Contact Dashboard
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Review User Dashboard -
Ensure Invoice printing works if activated -
Ensure Pay Now is working
Test Sites:
Anyone who needs access for testing please ask in the comments