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Bug #4303
openCreate Matter [Legal / General]: The name of the recently added temporary client does not appear when revisiting the Client page.
Start date:
03/24/2025
Due date:
% Done:
0%
Estimated time:
Description
Steps:
1. Log in to Lauditor.
2. Go to the menu and select the "Matter" tab.
3. Choose the "Legal Matter" section.
4. Click on the "Create" button.
5. Fill in all required fields in the "Matter Information" section and click "Save."
6. Navigate to the "Temp Clients" tab, enter the details under either the "Individual" or "Entity" tab, and click "Add."
7. Return to the "Matter Information" section and click the "Group" circle.
8. Note: The name of the recently added temporary client does not appear, although it should appear.
Note : It’s applicable for Legal and General Matter.
Link - https://drive.google.com/file/d/1yNMz__5ArQUacgeJDpbsYiOv0SDc272y/view?usp=drive_link
Updated by Arun Sundar 27 days ago
- Status changed from New to Resolved
- Assignee changed from Arun Sundar to Vengadeshwaran R
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