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Bug #3359
openCreate Matter [Legal / General] - Temp Client : Switching between tabs causes individual details to appear under the Entity tab, and vice versa.
Start date:
09/24/2024
Due date:
% Done:
0%
Estimated time:
Description
Steps:
1. Login to Lauditor.
2. Navigate to the menu and select the "Matter" tab.
3. Choose either the "Legal" or "General Matter" section.
4. Click the "Create" button.
5. Complete the mandatory fields in the "Matter Information" section and click "Save."
6. Select a group, click "Add," then go to the "Temp Clients" tab and click on the "Individual" tab.
7. Fill in all the required details and proceed to the "Entity" tab.
8. The details of existing individuals are appearing under the "Entity" tab, which should not happen.[Vice Versa]
Files
Updated by Arun Sundar 2 months ago
- Status changed from New to Resolved
- Assignee changed from Arun Sundar to Ananth Kumar
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