KamoCRM

Deal-scope a vault upload from the account documents tab

Featurekamo-internal
Shipped
9 ஜூலை, 2026 அன்று 5:01 AM UTC
Author
kamo
Commit
4622e62

The upload dialog now offers an optional "Deal" selector (the account's transactions); choosing one stamps loanTransactionId so a time-sensitive doc (credit report, bank statements) is bound to that deal and only satisfies its loans — while "Account-wide" keeps the timeless reuse for identity docs. Completes the transaction-scoped document model end-to-end. Verified: tsc --noEmit clean.

All changes

Like what you see shipping?

All of it arrives in your workspace on its own. Start on the free plan and read this page again in a month.

Start Free ForeverView Pricing