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Bug #3373

open

Create Matter [Legal / General] - Client [Temp Client] : The default Temporary Client is automatically added without being selected in the Add Client Dropdown.

Added by Vengadeshwaran R 4 months ago. Updated 2 months ago.

Status:
Resolved
Priority:
Normal
Assignee:
Start date:
09/25/2024
Due date:
% Done:

0%

Estimated time:

Description

Steps:

1. Log in 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. Fill in the mandatory fields in the "Matter Information" section and click "Save."
6. Select a group, click "Add," then navigate to the "Temp Clients" tab and choose either the "Individual" or "Entity" tab.
7. Enter all the required details and click "Add." [For example: Name - Vinith]
8. Remove the Temporary Client. [Name: Vinith]
9. Select a client from the dropdown again. [Name: Harish]
10. The default Temporary Client is automatically added without being selected.

Link - https://drive.google.com/file/d/1YBItpbLa_h_BR_WpEE7e1xfenVyeM0x7/view?usp=drive_link

Actions #1

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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