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Bug #2903

open

Create 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

Added by Neela Chinnappa about 1 year ago. Updated 9 days ago.

Status:
New
Priority:
Normal
Assignee:
Soundarya Vembaiyan
Start date:
06/11/2024
Due date:
% Done:

0%

Estimated time:

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

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bandicam 2024-06-11 10-16-49-337.mp4 (2.15 MB) bandicam 2024-06-11 10-16-49-337.mp4 Neela Chinnappa, 06/11/2024 04:47 AM
ClientEdit.png (52.6 KB) ClientEdit.png akhila bs, 07/31/2025 10:29 AM
CorporateClient.webm (4.16 MB) CorporateClient.webm akhila bs, 08/04/2025 07:53 AM
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