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Bug #5867

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Create Matter - Legal / General - Team members name is not displayed when matter involves only temporary clients

Added by Vengadeshwaran R 21 days ago. Updated 14 days ago.

Status:
Feedback
Priority:
Normal
Start date:
09/23/2025
Due date:
% Done:

0%

Estimated time:

Description

Group A has three members: TM A, TM B and TM C

1. Login the Lauditor with SU
2. Navigate to Matters module
3. Click on create - Legal / General
4. Fill the mandatory fields in matter info
5. Select the Temporary clients tab
6. Fill all the fields
7. Click on add [Temporary clients account created successfully]
8. Select the Group A and click on add

Issue Observed: Team members drop down is not visible.

Expected Result:

The Team Members dropdown should be visible and populated with Group A related members (e.g., TM A, TM B, TM C).

If Group A has a Group Head (GH) , the GH’s name should not appear in the team member dropdown.

If Group A has no GH , then all group-related members should be listed in the team members dropdown.

Note: If TM or GH creates the matter, Team member drop down should be populated with all group related members.

Link - https://drive.google.com/file/d/1GtF21ZpiWWxJYP6CcyADxP5ySAx0hGCl/view?usp=drive_link


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