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  • Added support for editing multiple disbursements simultaneously.

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Documents

  • Added “Related To” property and column.

  • Added “Copy Link” right-click option.

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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.

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  • Added an 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, this opens Documents screen with those documents displayed.

  • Added ability to associate documents with a specific negotiation.

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