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Bug #3377

open

Meetings (View Legal/General):- While adding new team members and an entity client to the existing matter, the names of the team members and clients are not appearing when editing the existing meetings for that Matter..

Added by Anantha kumar 7 months ago. Updated about 1 month ago.

Status:
Feedback
Priority:
Normal
Start date:
09/26/2024
Due date:
% Done:

0%

Estimated time:

Description

Steps:-
1.Login with Lauditor
2.Go to Meetings module
3.Select any already created Meetings
4.Edit the Client and Team Members
5.Update the Meetings
----------------------
1.Go to the Matters module
2.Selected the existing matter (Already associated with Meetings)
3.Actions view details
4.Add some new Clients and Team Members to that matter
5.Save the recent updates
-------------------------
1.Go to Meetings module
2.Select any already created Meetings
3.Edit the Client and Team Members
4.Recently updated Client and Team Member are not appear there
Expectations: While Edit the Meetings, Recently updated matter related Clients and Team Members should be updated


Files

Not visible for TM,Entity.mp4 (2.34 MB) Not visible for TM,Entity.mp4 Anantha kumar, 09/26/2024 03:44 AM
Actions #1

Updated by Arun Sundar 6 months ago

  • Status changed from New to Resolved
  • Assignee changed from Arun Sundar to Neela Chinnappa
Actions #2

Updated by Neela Chinnappa 5 months ago

  • Status changed from Resolved to New
  • Assignee changed from Neela Chinnappa to Arun Sundar

Unable to check this issue --> matters are not getting listed in view matters

Actions #3

Updated by Arun Sundar 3 months ago

  • Status changed from New to Resolved
  • Assignee changed from Arun Sundar to Anantha kumar
Actions #4

Updated by Neela Chinnappa 3 months ago

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

Testing is only possible if the issue mentioned below is fixed.

View Matter - View Details - Team Member and Client Section: Updating team members in the matter is not functioning properly. [Bug is logged in matters module]

Actions #5

Updated by Arun Sundar about 2 months ago

  • Status changed from New to Resolved
  • Assignee changed from Arun Sundar to Anantha kumar
Actions #6

Updated by Neela Chinnappa about 1 month ago

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

View meetings - Documents, Team members, Clients attached to the event are invisible in view meetings when following the steps below

1. Login the Lauditor
2. Create a matter with team member and clients
3. Attach the documents
4. Click on submit

5. Click on meetings
6. Create a event for that matter
7. Add team member and clients as participant
8. Click on save

9. Again go to matters module
10. Select the same matter and click on view details
11. Update team member and client to the matter and click on update

12. Go the meetings module
13. Select the same event
14. Edit the same event
15. Add the new team member and clients
16. Click on update
17. Check the same event in view

Clients, Team members, Documents row are empty. No participants are displayed.

https://drive.google.com/file/d/1lxTH7ku3NkgnuQQHYK8H3Yotlf-3ox6H/view?usp=drive_link

Actions #7

Updated by Arun Sundar about 1 month ago

  • Status changed from New to Feedback
  • Assignee changed from Arun Sundar to Neela Chinnappa

I'm not able to reproduce this Issue. Please check the ref link.
https://drive.google.com/file/d/18TL-gs0ITjG0I-9py1ltjpz6VlhKZjC5/view?usp=drive_link

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