Bug #3629
Updated by Neela Chinnappa about 2 months ago
*Issue - 1* User belongs to Group A and C permanent client [Individual / Entity / Corporate] belongs to Group A and B 1. Login the Lauditor 2. Click on matters 3. Click on create - Legal / General 4. Fill the fields in matter info 5. Add the temporary [Individual/Entity] and save 6. Add permanent client [vitagist / Coffer / Corporate client] and click on next Expectation : In Groups page, User should get the intersection of user and client groups [Group A] should be listed.[ *please refer iOS* ] Note : Applicable for super user account also *Issue - 2* When creating a matter that includes a temporary client along with other clients (individuals, entities, or corporates), the intersection of user and client groups should be updated to reflect the temporary client in the "View Relationships" section as well. Description: User belongs to Group A and B permanent client [Individual / Entity / Corporate] belongs to Group B and C 1. Login the Lauditor 2. Click on matters 3. Click on create - Legal / General 4. Fill the fields in matter info 5. Add the temporary [Individual/Entity] and save 6. Add permanent client [vitagist / Coffer / Corporate client] and click on next 7. In Groups page, Select Group B and Click on next 8. Matter creation is finished. 9. Click on view relationships 10. Click on temporary clients tab 11. Select that temporary client who is recently created In Groups column, Group B [Intersection of user and clients groups] only should be updated. But Group A and B are updated now *Note* : This issue is applicable for all user types [TM, GH and SU]