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Bug #6406

open

Create matter - Client section - If the email is already exist, the invitation screen should remain open and be populated with the existing data, but it closes automatically instead.

Added by Neela Chinnappa 4 days ago. Updated 3 days ago.

Status:
Fixed - Pushed to Dev
Priority:
Normal
Start date:
12/22/2025
Due date:
% Done:

0%

Estimated time:

Description

1. Login the LexiZ
2. Navigates to Matters module
3. Select Legal / General
4. Fill the Matter info
5. Enter any new name [Invitation form opens]
6. Fill all the details [Make sure, email is already exist]
7. Click on Add as client

If the email is already registered, the invitation screen closes automatically instead of remaining open and when entering random text in search bar, displaying the existing data.

If the email already exists, the invitation screen should remain open, be populated with the existing data, and wait for the user to change the email.

Note: Applicable for view matters - View details - clients section also


Files

bandicam 2025-12-22 15-39-30-434.mp4 (4.39 MB) bandicam 2025-12-22 15-39-30-434.mp4 Neela Chinnappa, 12/22/2025 10:10 AM
Actions #1

Updated by Soundarya Vembaiyan 3 days ago

  • Status changed from New to Fixed - Pushed to Dev
  • Assignee changed from Soundarya Vembaiyan to Neela Chinnappa
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