The Negotiation Type Mini Directory categorizes the kind of negotiation that is recorded in the Negotiation Tab of a Case.
NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.
The Kind field displays in the Negotiation Information section. Negotiation items can be filtered by Kind in the list view, within a Negotiation Type section (Counsel, Insurance Party).
To add a new Negotiation Type, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Type field of the new entry to enter edit mode. Type is a required and unique field. Up to 35 characters can be entered in the Type field. New Negotiation Types are Active by default.
Reports, such as "Negotiations for Cases" can be utilized to locate Negotiation items by Negotiation Type. Advanced Search can also be used to locate Negotiation items by Kind.
To delete a Negotiation Type, click the delete icon to the far right of the entry.
Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.
Click the No button to abort the deletion.
Click the Save button to keep your changes.
