Bug #6576
Updated by Neela Chinnappa 3 months ago
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.
*Additionally, in the Documents module, while uploading documents, the established relationship is not listed in the Clients dropdown.*
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