Bug #4865: Create Matter [Legal / General] - Temporary Client : Recently created Temporary client name doesnot appear but it should appear. - Matter - Flow Issues - Redmine

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Bug #4865

closed

Create Matter [Legal / General] - Temporary Client : Recently created Temporary client name doesnot appear but it should appear.

Added by Vengadeshwaran R about 1 month ago. Updated 13 days ago.

Status:

Closed

Priority:

Normal

Assignee:

Vengadeshwaran R

Start date:

06/20/2025

Due date:

% Done:

Estimated time:

Description

Steps:

Login with Team member account
Navigate to Matter modules and click on Legal or General Tab and click on create tab
Enter the text in the Matter info page and click on next
In Client Page , Create a new temporary clients and click on next
Select the groups and click on submit.
Now Again click on create tab
Fill the details on the matter info page and click on next
Recently created temporary client name should appear but it doesnot appear.

Note : This issue applicable for Document modules - Upload / View Tab.
Note : This issue applicable for Team member account only.
Note : This issue applicable for Legal and general matter

Link - https://drive.google.com/file/d/1gSzfwYhD8A9tPG5be9bkCNFAJ7pVhXB8/view?usp=drive_link