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Bug #4810

open

Leads [LMP] : Document [Upload ] – Client and Lawyer Dropdowns Should Filter by Selected Practice.

Added by Vengadeshwaran R 10 days ago. Updated 10 days ago.

Status:
New
Priority:
Normal
Assignee:
muskan mathur
Start date:
06/09/2025
Due date:
% Done:

0%

Estimated time:

Description

Steps:

  • Log in to Need Counsel.
  • Click on the Document tab on the left sidebar.
  • Go to the Upload tab.
  • Select a Practice from the dropdown and browse to upload documents.
  • Choose Categories and select Contracts.
  • Select Clients, then open the Client Name dropdown.
    • Issue: The dropdown currently displays all client names, regardless of the selected practice.
    • Expected Behavior: Only clients related to the selected practice should be displayed.

Note:
The same behavior and filtering should apply to the Lawyer Name dropdown as well. Only lawyers related to the selected practice should appear.

Link - https://drive.google.com/file/d/1ewmyH5ORIjdFDEYPFJy_p696SfcDnCYn/view?usp=drive_link

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 #1

Updated by Vengadeshwaran R 10 days ago

  • Assignee set to muskan mathur
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