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Bug #3630

open

Matters - When creating a matter involving only temporary clients, the Groups section should display the user groups associated with the logged-in user.

Added by Neela Chinnappa about 2 months ago. Updated about 2 months ago.

Status:
New
Priority:
Normal
Assignee:
Start date:
11/20/2024
Due date:
% Done:

0%

Estimated time:

Description

Team member A belongs to Group A and Group B

1. Login the Lauditor with Team member A
2. Click on Matters
3. Click on create
4. Fill the mandatory fields in matter info
5. Add the temp client only in the client page

Issue - 1 : In the Groups section, User groups [Group A and Group B] should be listed

Note : When creating a matter from a super user account, the Groups section should display all the groups listed under "View Groups." except AAM and super user

Issue - 2 : After following the above steps, once matter creation is finished, In view relationships, Group A and Group B should be updated For that temporary client.

Steps:

1. Create a matter with temporary client from Team member A [follow the above mentioned steps]
2. After creating a matter, Click on view relationships
3. Click on temporary clients tab
4. Select the temporary client who was recently created

User groups [Group A and Group B] should be updated for that client

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