Project

General

Profile

Actions
Copy link

Bug #5764

open

Upload / View - Document : Client Name Not Listed in Dropdown for Team Member Accounts.[Staging and Production]

Added by Vengadeshwaran R 27 days ago. Updated 27 days ago.

Status:
New
Priority:
Normal
Assignee:
muskan mathur
Start date:
09/17/2025
Due date:
% Done:

0%

Estimated time:

Description

Issue:
In the Upload / View Document section, the Client Name dropdown does not display any client names for Team Member accounts.

Steps to Reproduce:
  • Log in to Web CofferConnect - Production as a Team Member.
  • Navigate to the Document section.
  • Click on Upload Documents.
  • Observe the Client Name dropdown — no client names are listed.

Affected Areas:
View Document

Expected Result:
Client names should be available in the dropdown for selection.

Actual Result:
Client names are missing from the dropdown when logged in as a Team Member.

Notes:

Issue occurs only for Team Member accounts.
Issue is observed in the Staging and Production environment.

Files

Download all files
CC production.mp4 (2.28 MB) CC production.mp4 Vengadeshwaran R, 09/17/2025 10:15 AM
cc staging.mp4 (1.73 MB) cc staging.mp4 Vengadeshwaran R, 09/17/2025 10:15 AM
Actions
Copy link
 #1

Updated by Vengadeshwaran R 27 days ago

  • Assignee set to muskan mathur
Actions
Copy link
 #2

Updated by Vengadeshwaran R 27 days ago

  • Description updated (diff)
Actions
Copy link

Also available in: Atom PDF