Actions
Feature #4100
openAdd Relationships [Individual / Entity] : Should the temporary client name appear in the entity dropdown list.
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 — will the temporary client name appear below the dropdown?
Note : This issue applicable for Individual Client as well.
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Actions