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Bug #5956

open

Create Invoice : Only the clients assigned to Add team member in the view relationship and logged-in team member should be displayed in the dropdown.

Added by Vengadeshwaran R 18 days ago. Updated about 13 hours ago.

Status:
Feedback
Priority:
Normal
Assignee:
Vengadeshwaran R
Start date:
09/26/2025
Due date:
% Done:

0%

Estimated time:

Description

Steps to Reproduce:

  • Login to iOS Lauditor using a Team Member account.
  • Click on Menu > Invoice.
  • Click on the Create tab.
  • Open the Client dropdown.

Actual Result:
All clients are visible in the dropdown, regardless of whether they are assined to the relationship to the logged-in team member.

Expected Result:
Only the clients assigned to Add team member in the view relationship and logged-in team member should be displayed in the dropdown.

Files

RecordIt-1758871402.mp4 (1.22 MB) RecordIt-1758871402.mp4 Vengadeshwaran R, 09/26/2025 07:25 AM
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 #1

Updated by Vengadeshwaran R 17 days ago

  • Subject changed from Create Invoice : All Clients Visible in Client Dropdown for Team Member only. to Create Invoice : Only the clients assigned to Add team member in the view relationship and logged-in team member should be displayed in the dropdown.
  • Description updated (diff)
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 #2

Updated by kumar r about 13 hours ago

  • Status changed from New to Feedback
  • Assignee changed from kumar r to Vengadeshwaran R

I think this one is client level is control by server side, I doesn't see any changes in api on front end(web). If api got updated it will filter the client list.

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