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Feature #3024

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View Matter - View Details[Legal/General] - Whenever a matter is reassigned to another group, the owner of the matter should be cleared.

Added by Neela Chinnappa 3 months ago. Updated about 2 months ago.

Status:
New
Priority:
Normal
Assignee:
Start date:
07/16/2024
Due date:
% Done:

0%

Estimated time:

Description

TM 1 and TM 2 belongs to Group A
Client A belongs to Group A and B

1. Login the Lauditor from TM 1 account
2. Create a matter and attach client A, Group A and add TM 2 to that matter
3. Login with Super user account
4. Select the same matter
5. Click on update Groups - Assign this matter from A to B
6. Again select the same matter
7. Click on View Details - Team member section

Actual: Owner of the matter [TM 1] and Involved person [TM 2]name appears.

Expectation: Whenever a matter is reassigned to another group, the owner of the matter and the team members whoever have the access for the matter should be cleared.

should super user name be set as the default owner?

https://drive.google.com/file/d/1QVnlZaAwsxcLmSxIeCwrP9PoziWGvqxP/view?usp=drive_link

Actions #1

Updated by Neela Chinnappa 3 months ago

  • Tracker changed from Bug to Feature
Actions #2

Updated by Neela Chinnappa 3 months ago

  • Description updated (diff)
Actions #3

Updated by Neela Chinnappa 3 months ago

  • Subject changed from View Matter - View Details[Legal/General] - Whenever a matter is reassigned to another group, the owner of the matter should be cleared, and the super user name should be set as the default owner to View Matter - View Details[Legal/General] - Whenever a matter is reassigned to another group, the owner of the matter should be cleared.
Actions #4

Updated by akhila bs 3 months ago

  • Assignee set to Raksha S
Actions #5

Updated by Neela Chinnappa about 2 months ago

  • Description updated (diff)
Actions

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