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Bug #6818

closed

Create Meetings – Only matter-related clients should be displayed. However, during event creation, a corporate client that is not associated with the matter is also shown

Added by Neela Chinnappa about 1 month ago. Updated 28 days ago.

Status:
Closed
Priority:
Normal
Assignee:
Start date:
02/03/2026
Due date:
% Done:

0%

Estimated time:

Description

Scenario - 1

1. Login the LexiZ
2. Navigate to matters module
3. Select any matter where vitagist clients are included in the matter
4. Navigate to meetings module
5. Click on create - Legal / General event
6. Fill the mandatory fields
7. Observe the corporate client dropdown

Corporate client is listed during event creation even though they are not included in the matter

https://drive.google.com/file/d/1bDMuH63Jvel3vswU3pMTJXqV5jnJ81rt/view?usp=drive_link

scenario - 2

1. Login the LexiZ
2. Navigate to matters module
3. Select any matter where vitagist and entity clients are included in the matter
4. Navigate to meetings module
5. Click on create - Legal / General event
6. Fill the mandatory fields
7. Observe the Entity client dropdown

No entity clients are listed in entity dropdown

8. Observe the individual client dropdown

Even clients who are not involved in the matter are being listed. Only the clients who are associated to matter should be listed.

https://drive.google.com/file/d/1Q3XlmUBWAqQIKh22KVl39r4UOyQrHMy8/view?usp=drive_link

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