This article describes the Negotiation Tab activity within a Case. Negotiation entries are tied to Insurance, Counsel, or Party entries. If any of those linked entries are deleted, the associated Negotiation entry will be automatically deleted.
NOTE: You must have Enabled permissions for the Case > Negotiation Tab to filter and view activities. To access the Edit button, you must also have Modify permissions.
The Activity Feed keeps a full record of all changes to Negotiation Tab items. The Timeline view shows a condensed listing of changes.
Additional information can be accessed from the Grid view.
The expanded grid or pop-up shows changes that have been made to the following Negotiation Tab fields:
Type
Negotiating With
Staff
Date
Kind
Amount
Notes
Select an activity to display full details of the action. Depending upon the Action Type and the fields that were updated, a pop-up with different options will display.
Click the View button to display a preview pane of the Negotiation item. Click the X to close the preview pane.
Click the Edit button to display the detail view of the Negotiation item. The detail view will also display when the arrow icon on the preview pane is clicked.