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Organization Details Removed from Person After Lead Creation Without Adding Organization in Lead #1794

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ashishkumar-webkul opened this issue Dec 11, 2024 · 1 comment

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@ashishkumar-webkul
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Bug Report

Title

Organization Details Removed from Person After Lead Creation Without Adding Organization in Lead

Issue Description

When a person is assigned an organization and a lead is created with the same person without adding the organization details in the lead, the organization details are removed from the person's record after the lead is created. This leads to data inconsistency and loss of critical information.

Steps to Reproduce

  1. Assign an organization to a person in the Person section.
  2. Create a lead using the same person but do not include organization details in the lead.
  3. After creating the lead, navigate back to the person's details.

Expected Result

The organization details assigned to the person should remain intact, even if the organization details are not added to the lead.

Actual Result

The organization details assigned to the person are removed after creating the lead.

Acceptance Criteria

  1. Ensure that the organization details assigned to a person are not affected when creating a lead without organization details.
  2. Validate that organization details persist in the Person section after lead creation.
  3. Test the fix to ensure it does not affect other areas where person and organization details are managed.

Attachments:

Organization.removed.mp4
amit-webkul added a commit to amit-webkul/laravel-crm that referenced this issue Dec 26, 2024
@ashishkumar-webkul
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Checked and Found that the issue has been fixed and working fine. Please check the video for reference.

Video

Oragnizatio.mp4

devansh-webkul added a commit that referenced this issue Jan 13, 2025
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