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When case type is changed the UDF values will be copied into corresponding UDFs for the new case type. The match is done by the exact text match of the UDF label.
Disbursements/Costs
Added support for multi-edit of the disbursements.
Documents
Added “Related To” property and column.
Added “Copy Link” right-click option.
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Added Med Pay and Co-Counsel fields. Med Pay field visibility is controlled under Admin → Picklist Maintenance → Hidden Edit Form Fields.
Added and option to limit available settlement types by case group. It can be configured in the Picklist Maintenance → Settlement Types.
Added Related Documents column on the Negotiations grid - shows number of document received from “Negotiating with” contact. When clicked opens Documents screen with those documents.
Added ability to associate documents with specific negotiation.
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