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Bug #3386

closed

View Matter [Legal / General] - View Details - Timeline: The "Corporate Notes" radio button should not be displayed for selected Individual or Entity clients.

Added by Vengadeshwaran R 5 months ago. Updated 29 days ago.

Status:
Closed
Priority:
Normal
Start date:
09/26/2024
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 on the "Create" tab.
5. Create a matter with an Individual or Entity client and save it. [Matter Name: Civil Custody]
6. Go to the "Meeting" section and create a meeting for the Legal [Civil Custody] matter.
7. Click on the "Matter" tab and select the "View" option.
8. Choose the Civil Custody matter and click the action button.
9. Click on "View Details."
10. Select the "Timeline" wizard circle.
11. The "Corporate Notes" radio button should not be visible for matters involving Individual or Entity clients.

Link - https://drive.google.com/file/d/14zXsX-Stel2pGBq43XX2Srxk2hWoj22S/view?usp=drive_link

Actions #1

Updated by Arun Sundar about 1 month ago

  • Status changed from New to Resolved
  • Assignee changed from Arun Sundar to Vengadeshwaran R
Actions #2

Updated by Neela Chinnappa 29 days ago

  • Status changed from Resolved to Closed
  • Assignee changed from Vengadeshwaran R to Neela Chinnappa
Actions

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