Bug #2903
openCreate Matter - The user can select the corporate client while simultaneously selecting other clients for a single matter. It should allow either corporate or other clients
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Description
1. Login the Lauditor
2. Click on matters
3. Click on Legal /General
4. Click on create
5. Fill the mandatory fields in Matter Info and click on next
6. Select groups and next
Actual: In client section, User can select the corporate client and parallelly they can select the other clients for a single matter
Expectation:
The user should only be able to select a corporate client.
Selecting other client types is not allowed.
A combination of a corporate client with other client types should also not be allowed.[Applicable for Corporate clients only].
Note:
After selecting a corporate client, the Corporate Client tab and Add Clients button should be disabled or frozen.
This is applicable in view details also (View Details - TM/Client tab)
Files
Updated by Vengadeshwaran R about 1 year ago
- Tracker changed from Bug to Feature
Updated by Vengadeshwaran R 2 months ago
- Tracker changed from Feature to Bug
- Description updated (diff)
- Assignee set to Soundarya Vembaiyan
Updated by akhila bs about 1 month ago
- Description updated (diff)
This works while creating the matter. But fails in View Details --> Client tab.
User can add both corporate and normal client to (Legal/General) matters
Also While creating matter, Add matter info --> Select Corp client --> Select group --> Again go back to Client page
User will be able to add normal clients
Updated by akhila bs about 1 month ago
- File CorporateClient.webm CorporateClient.webm added
Updated by Soundarya Vembaiyan 12 days ago
- Status changed from New to Fixed - Pushed to Staging
- Assignee changed from Soundarya Vembaiyan to Neela Chinnappa