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Bug #6576

open

Relationship - When TM/GH sends the Relationship request , The clients are not listed in Relationship, But works when Clients are added from the matter

Added by akhila bs 1 day ago. Updated 1 day ago.

Status:
New
Priority:
Normal
Assignee:
muskan mathur
Start date:
01/09/2026
Due date:
% Done:

0%

Estimated time:

Description

1. Login to LexiZ
2. Click on Relationship
3. Click on "Add Relationship"
4. send request to any of the clients

In View Relationships (Individual / Business), established relationships are not displayed for TM and GH accounts, even though the relationships were successfully created from TM / GH accounts.

5. Click on matter module
6. Click on LM/GM
7. Create matter with client
8. Go to relationship

The clients are listed in Relationship listing

Files

bandicam 2026-01-09 14-05-01-346.mp4 (4.88 MB) bandicam 2026-01-09 14-05-01-346.mp4 akhila bs, 01/09/2026 08:40 AM
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 #1

Updated by akhila bs 1 day ago

  • Subject changed from Relationship - When TM sends the Relationship request , The clients are not listed in Relationship, But works when Clients are added from the matter to Relationship - When TM/GH sends the Relationship request , The clients are not listed in Relationship, But works when Clients are added from the matter
  • Description updated (diff)
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