Bug #5617
closedMatter Creation – Temporary Client Not Retained After Navigation
0%
Description
Bug Description:
During matter creation, after adding a temporary client and assigning groups, if the user navigates to the Documents section and then returns, the added temporary client is not visible. Clicking on save error message appears.
1. Login the Lauditor
2. click on Matters module
3. Click on create - Legal or general
4. Fill the mandatory fields and click on save
5. Select Temporary clients tab
6. Fill all the fields and click on save [temp client added successfully]
7. Select the group and click on save
8. Navigates to Documents page
9. Click on Groups, clients and team members circle appears at the top
10. Observe that added temporary clients is invisible.
11. Click on save
Error message "please check the clients" appears.
Expected: temporary client should remain visible when navigating back from the Documents section
Note: applicable for all user types and all clients
Files
Updated by Arun Sundar 2 months ago
- Status changed from New to Fixed - Pushed to Dev
Updated by Arun Sundar about 2 months ago
- Status changed from Fixed - Pushed to Dev to Resolved
- Assignee changed from Arun Sundar to Neela Chinnappa
Updated by Neela Chinnappa about 1 month ago
- File Screenrecorder-2025-10-10-14-57-04-966.mp4 Screenrecorder-2025-10-10-14-57-04-966.mp4 added
- Status changed from Resolved to New
- Assignee changed from Neela Chinnappa to Arun Sundar
Mentioned issue is working
Expected: When only a temporary client is associated with a matter, navigating back to the Clients section from Documents should highlight the Temporary Client tab.
Observation: Currently 'Add clients tab' is highlighted.
Updated by Arun Sundar about 1 month ago
- Status changed from New to Fixed - Pushed to Staging
- Assignee changed from Arun Sundar to Neela Chinnappa
Updated by Anantha kumar about 1 month ago
- Status changed from Fixed - Pushed to Staging to New
- Assignee changed from Neela Chinnappa to Arun Sundar
Mentioned issue is not fixed. Already added Temporary Client Not Retained After Navigation. please refer the Attachment. https://drive.google.com/file/d/1eo6JMTkZJuLmu54kLSykOh2KthrC9lNf/view?usp=drive_link
Updated by Arun Sundar 27 days ago
- Status changed from New to Fixed - Pushed to Staging
Updated by Arun Sundar 27 days ago
- Status changed from Fixed - Pushed to Staging to Fixed - Pushed to Dev
- Assignee changed from Arun Sundar to akhila bs
Updated by Arun Sundar 13 days ago
- Status changed from Fixed - Pushed to Dev to Resolved