Feature #5285: Add relationships - Individual / Entity - Alert not shown when sending relationship Invitation using email/Firm name already used for temporary client creation - Relationships - Flow Issues - Redmine

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Feature #5285

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Add relationships - Individual / Entity - Alert not shown when sending relationship Invitation using email/Firm name already used for temporary client creation

Added by Neela Chinnappa 14 days ago. Updated 13 days ago.

Status:

New

Priority:

Normal

Assignee:

Raksha S

Start date:

07/31/2025

Due date:

% Done:

Estimated time:

Description

Description:
While adding relationships under Individual/Entity, if the email ID or Firm name entered is already associated with a temporary client, an appropriate alert message should appear.

Currently, no such validation or alert is triggered.

Individuals : Temporary client with the same email address is already added. Click here to view. (Redirect to temporary client page and highlight the entry)

Entity : Temporary client with the same firm name is already added. Click here to view.