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Bug #3373

closed

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 5 months ago. Updated 30 days ago.

Status:
Closed
Priority:
Normal
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 4 months ago

  • Status changed from New to Resolved
  • Assignee changed from Arun Sundar to Anantha kumar
Actions #2

Updated by Neela Chinnappa 30 days ago

  • Status changed from Resolved to Closed
  • Assignee changed from Anantha kumar to Neela Chinnappa
Actions

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