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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 21 days ago. Updated 8 days 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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