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Bug #3024

closed

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

Added by Neela Chinnappa about 1 year ago. Updated about 2 months ago.

Status:
Closed
Priority:
Normal
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
Steps:
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 matter owner and any team members with access should be removed.

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

Note: Below scenario also applicable.

Related Scenarios (Member Removal Cases):

1. Go to View Relationship → click Action → Add Team Member : Remove the member and click on save.
2. Go to View Group → click Action → Update Team Member: Remove the member and click on save.
3. Go to View Team Member → click Action → Update Group: Remove the member and click on save.
4. go to view team member -> choose "TM 1" and click on delete it.

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