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Bug #4100

open

Add Relationships [Individual / Entity] : Temporary client name appear in the entity dropdown list.

Added by Vengadeshwaran R 6 months ago. Updated 14 days ago.

Status:
New
Priority:
High
Assignee:
muskan mathur
Start date:
02/11/2025
Due date:
% Done:

0%

Estimated time:

Description

Steps:

1. Log in to Lauditor.
2. Navigate to the Relationship modules.
3. Click on the "Add Relationships" tab, then select the "Entity" tab.
4. Enter the existing firm name [Temporary entity client name]

Actual: Temporary entity clients name are listed below

Expectation: Temporary client name should not appear in the auto populated list.

Note : This issue applicable for Individual Client as well.

Files

bandicam 2025-07-31 13-05-55-951.mp4 (2.22 MB) bandicam 2025-07-31 13-05-55-951.mp4 Neela Chinnappa, 07/31/2025 07:37 AM
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 #1

Updated by Neela Chinnappa 14 days ago

  • Description updated (diff)
  • Assignee changed from Raksha S to muskan mathur
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 #2

Updated by Neela Chinnappa 14 days ago

  • Tracker changed from Feature to Bug
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 #3

Updated by Neela Chinnappa 14 days ago

  • File bandicam 2025-07-31 13-05-55-951.mp4 bandicam 2025-07-31 13-05-55-951.mp4 added
  • Subject changed from Add Relationships [Individual / Entity] : Should the temporary client name appear in the entity dropdown list. to Add Relationships [Individual / Entity] : Temporary client name appear in the entity dropdown list.
  • Description updated (diff)
  • Priority changed from Normal to High
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