Bug #3097
closedCreate Matter [Legal /Genera] - During matter creation by a Super User, if temporary clients are only added, all groups should be displayed in group section. But SU involved groups are listed in matter creation
0%
Description
In super user, overall 5 groups are there in Groups module
Super user belongs to Super user Groups only
1. Login the Lauditor with Super user
2. Click on matters
3. Click on create - Legal /General
4. Fill the mandatory field in matter info and next
5. Add the temporary client only not permanent client [temporary client are added successfully]
6. click on next
Actual: In the Groups page, super user group only be listed
Expectation: The groups that are belonging to the firm [All the 5 groups] should be listed.
https://drive.google.com/file/d/1LavMuqtUHvbOpFigfEXh664987wlFegO/view?usp=drive_link
Updated by Neela Chinnappa 4 months ago
- Subject changed from Create Matter [Legal /Genera] - During matter creation by a Super User, if temporary clients are only added, all groups should be displayed. But SU involved groups are listed in matter creation Group section to Create Matter [Legal /Genera] - During matter creation by a Super User, if temporary clients are only added, all groups should be displayed in group section. But SU involved groups are listed in matter creation Group section
Updated by Neela Chinnappa 4 months ago
- Subject changed from Create Matter [Legal /Genera] - During matter creation by a Super User, if temporary clients are only added, all groups should be displayed in group section. But SU involved groups are listed in matter creation Group section to Create Matter [Legal /Genera] - During matter creation by a Super User, if temporary clients are only added, all groups should be displayed in group section. But SU involved groups are listed in matter creation
Updated by Neela Chinnappa 4 months ago
- Project changed from Matter Web - V3 to Matter - Functionality /API Issues
Updated by Soundarya Vembaiyan 3 months ago
- Status changed from New to Resolved
- Assignee changed from muskan mathur to Neela Chinnappa
Updated by Vengadeshwaran R 3 months ago
Steps:
1. Login the Lauditor
2. Click on matters
3. Click on create - Legal / General
4. Fill the fields in matter info
5. Add the temporary [Individual/Entity] and Click on Save and click on Next
After adding the temporary clients, the Next button does not respond in the Client Page. [All User accounts]
Link - https://drive.google.com/file/d/1aprkv7ZOa_n3QlbX8Gh_GH5qv2i8EYdb/view?usp=drive_link
Updated by Soundarya Vembaiyan 3 months ago
- Assignee changed from Neela Chinnappa to Vengadeshwaran R
Updated by Neela Chinnappa 3 months ago
- File bandicam 2024-08-27 12-30-05-745.mp4 added
In super user, overall 5 groups are there in Groups module
Super user belongs to Super user Groups only
Steps
1. Login the Lauditor with Super user
2. Click on matters
3. Click on create - Legal /General
4. Fill the mandatory field in matter info and next
5. Add the temporary client only not permanent client [temporary client are added successfully] and select groups
6. Matter creation is finished
7. Check that temp client in view relationships - temporary client section
All 5 groups should be updated for the temporary client, but currently only the super user group is being updated in the view relationships.
https://drive.google.com/file/d/1SowpMaVCQnpZAq7Pjd0nsYMKT8iAYJbw/view?usp=drive_link
Updated by Vengadeshwaran R 3 months ago
- File deleted (
bandicam 2024-08-27 12-30-05-745.mp4)
Updated by muskan mathur 3 months ago
- Status changed from New to Resolved
- Assignee changed from muskan mathur to Neela Chinnappa