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Bug #5039

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View Matter [Legal/General] - Team Member Tab : Missing Team Member in Unselected List [All accounts]

Added by Vengadeshwaran R 3 days ago. Updated 3 days ago.

Status:
New
Priority:
Normal
Assignee:
Start date:
07/04/2025
Due date:
% Done:

0%

Estimated time:

Description

Client A and Client B are part of Group A, B, and C.
Member A and Member B are both assigned to Group A, B, and C.
Client A has Member A and Member B added as team members.

Steps:

  • Log in to Lauditor using Member A’s credentials.
  • Navigate to the Matter module.
  • Click on the Create tab under Legal/General.
  • Fill all mandatory fields and click Next.
  • Select Client A and Group A, then click Next.
  • Do not select any team members or upload documents.
  • Click Submit to create the matter.
  • Go to View Matter and click Action > View Details for the newly created matter.
  • Open the Team Member tab.

Expected Result:
Member B should appear in the Unselected Team Members list, as they are assigned to Client A and belong to the relevant group.

Actual Result:
Member B is missing from the Unselected Team Members list, despite being correctly assigned to the client and groups.


Files

Actions #1

Updated by Vengadeshwaran R 3 days ago

  • Assignee set to muskan mathur
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