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Bug #4490

open

Legal Marketplace – Leads – Manual / CSV Upload: Field Names and Order Should Match Expected Business context.

Added by Vengadeshwaran R about 2 months ago. Updated 28 days ago.

Status:
New
Priority:
Normal
Assignee:
Soundarya Vembaiyan
Start date:
05/02/2025
Due date:
% Done:

0%

Estimated time:

Description

Steps to Reproduce:

1. Log in to Legal Marketplace.
2. Navigate to the Leads section.
3. Click the Add button.
4. Observe the field names and order for both Manual entry and CSV Upload.

Issue:
The fields displayed for both Manual and CSV Upload do not match the expected format and order as specified in the reference PPT ("Legal Marketplace - Context").

Expected Format:

Solo Leads:
- Name,Email Address,Contact Number,License Number,Address,Zip Code,Area of Specialization,Additional Details.

Entity Leads:
- Firm Name,Firm Email Address,Registration Number(TIN),Contact Number,Contact Person,Designation,Address,Zip Code,Number of Lawyers,Area(s) of Specialization*,Additional Details.

*Expected Behavior:*
Both Manual Entry and CSV Upload should follow the same field names and order as outlined above.

*Note:*
Please refer to the “Legal Marketplace - Context” PowerPoint for the correct format and field mapping.

Link - https://drive.google.com/file/d/11rxADHKwncb-3RlgdvaWbE_RlYY_NfbU/view?usp=drive_link

Files

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Screenshot 2025-05-23 at 11.16.31 AM.png (98.8 KB) Screenshot 2025-05-23 at 11.16.31 AM.png Vengadeshwaran R, 05/23/2025 05:47 AM
Screenshot 2025-05-23 at 11.17.07 AM.png (111 KB) Screenshot 2025-05-23 at 11.17.07 AM.png Vengadeshwaran R, 05/23/2025 05:47 AM
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 #1

Updated by Vengadeshwaran R about 2 months ago

  • Description updated (diff)
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 #2

Updated by Vengadeshwaran R about 2 months ago

  • Assignee set to Soundarya Vembaiyan
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 #3

Updated by Soundarya Vembaiyan 29 days ago

  • Status changed from New to Resolved
  • Assignee changed from Soundarya Vembaiyan to Vengadeshwaran R
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 #4

Updated by Vengadeshwaran R 28 days ago

Mentioned issue still not fixed.

Solo :

  • Change the label “Email” to “Email Address”. [Manual - Leads]
  • The Country field should be removed in both the manual and the CSV file.

Entity :

  • The Name and Country fields should be removed in both the Manual and the CSV file.
  • Update label “Firm Email” to “Firm Email Address”. [Manual]
  • Update label “Registration Number” to “Registration Number (TIN)”. [Manual]
  • In CSV: * Change “Email Address” to “Firm Email Address”. * Change “Registration No” to “Registration Number (TIN)”.
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