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Bug #4744

open

Emails – Upload [Client ]– When selecting a client with an associated matter, only the matter-related groups should be filtered and displayed.

Added by Neela Chinnappa 2 months ago. Updated 13 days ago.

Status:
Feedback
Priority:
Normal
Assignee:
Anantha kumar
Start date:
06/04/2025
Due date:
% Done:

0%

Estimated time:

Description

Client belongs to Group A, B and C
matter is created for a specific client and linked only to Group A

1. Login the Lauditor
2. Click on Emails
3. Select any document to upload
4. Select client [Client related groups [all the three groups A, B and C] will appear]
5. Select associated matter to the specific client

When a client with an associated matter is selected in the Upload section of Emails, only the groups related to that specific matter [Group A] should be filtered and displayed in the group selection.

But currently, client related groups [all the three groups] appear.

Note : This issue is applicable when composing an email.

Files

XRecorder_20250723_06.mp4 (4.22 MB) XRecorder_20250723_06.mp4 Anantha kumar, 07/23/2025 11:24 AM
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