Given a user has pulled in contact info to a transaction using the Contact Management Lookup
If the user makes edits to the contact information in the transaction entry screen
When the user goes to save the transaction (whether it's Save or Save & Add Memo)
Then they must acknowledge the following message:
"By saving this transaction, you are also updating the contact for [CONTACT NAME]."
And the message will show their changes as:
Changes:
Updated [field] to [new entry]
Removed [field label name]
etc...
And this will be repeated within the pop-up for each updated contact (e.eg, if the user had also changed information on a secondary contact like Donor or Beneficiary Candidate)
And the user will be able to
Continue (this will save the transaction and contact at this point)
Cancel (this just takes them back to the transaction form to continue editing)
Wireframes
QA Notes
[ ] BA/Design Quality Checklist complete
Please note that we are removing the language indicating that the updates only apply based on the transaction date.
DEV Notes
Please note that we are removing the language indicating that the updates only apply based on the transaction date.
Acceptance Criteria
Given a user has pulled in contact info to a transaction using the Contact Management Lookup If the user makes edits to the contact information in the transaction entry screen When the user goes to save the transaction (whether it's Save or Save & Add Memo) Then they must acknowledge the following message:
"By saving this transaction, you are also updating the contact for [CONTACT NAME]."
And the message will show their changes as:
And this will be repeated within the pop-up for each updated contact (e.eg, if the user had also changed information on a secondary contact like Donor or Beneficiary Candidate)
And the user will be able to
Cancel (this just takes them back to the transaction form to continue editing)
Wireframes
QA Notes
DEV Notes
Please note that we are removing the language indicating that the updates only apply based on the transaction date.
Design
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FECFILE-806