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Bug #6040

closed

Relationships Invite: Details of temporary client creation are recorded under the "Relationships Invite" category.

Added by Anantha kumar 2 months ago. Updated about 2 months ago.

Status:
Closed
Priority:
Normal
Assignee:
Neela Chinnappa
Start date:
10/14/2025
Due date:
% Done:

0%

Estimated time:

Description

Steps:-
1.Login with lauditor
2.Go to the Matters module
3.Create a legal/General matter with temp client
4.Once matter creation was done
5.Go to the audit trails module
6.The recently created temp client details are captured under the 'Relationship Invite Category
7.Once the Invite will send from relationship module then only the audit will capture from that category.
Please refer the Attachment.

Files

bandicam 2025-10-14 08-43-51-686.mp4 (4.08 MB) bandicam 2025-10-14 08-43-51-686.mp4 Anantha kumar, 10/14/2025 03:20 AM
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 #1

Updated by Soundarya Vembaiyan 2 months ago

  • Assignee changed from Soundarya Vembaiyan to Dhineshkumar Muthukumaran
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 #2

Updated by Dhineshkumar Muthukumaran about 2 months ago

  • Status changed from New to Fixed - Pushed to Dev
  • Assignee changed from Dhineshkumar Muthukumaran to Anantha kumar
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 #3

Updated by Soundarya Vembaiyan about 2 months ago

  • Status changed from Fixed - Pushed to Dev to Fixed - Pushed to Staging
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 #4

Updated by Neela Chinnappa about 2 months ago

  • Status changed from Fixed - Pushed to Staging to Closed
  • Assignee changed from Anantha kumar to Neela Chinnappa
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