by Rene Folsom | Oct 31, 2022 | CMPOnline Enhancements
Featured Enhancements Ability to add / edit / delete phone calls, which are displayed similar to activity notes, under Case File > Activity.Must be enabled by an administrator. Added the ability to have certain hold codes prompt the user to remove the Payment...
by Rene Folsom | Sep 30, 2022 | CMPOnline Enhancements
Featured Enhancements New ability for a user to change the “Default” service code used when doing hourly billing via the CMP Billing Timer.Found in User Preferences located top right of the application.Only visible if Billing Timer is enabled. Added the...
by Jesse Reeves | Aug 31, 2022 | CMPOnline Enhancements
Featured Enhancements New “Review Groups” so that a user can be assigned to multiple review groups that are not tied to their user type, under Administration > Lookups > Case File > Review Groups. Added a “Find Case File” button next to the...
by Jesse Reeves | Jul 31, 2022 | CMPOnline Enhancements
Featured Enhancements Added a search icon next to the “File #” field on the Deposit screen to more quickly locate the correct file number for a deposit, under Accounting > Deposits > Enter Deposits. New capacity for the system to automatically send an...
by Jesse Reeves | Jun 30, 2022 | CMPOnline Enhancements
Featured Enhancements Added the ability to view each Bank Account’s transactions (over a specified date range) with a drill down into the checks / deposits, under Accounting > Transactions. New ability for super administrators to easily restore case file images...
by Jesse Reeves | May 31, 2022 | CMPOnline Enhancements
Featured Enhancements Added an optional Popup Message field to the Case File > Main > Settings tab to provide a popup message when the case file is loaded or refreshed. New ability to save / load client filters on the Accounting > Remittance and Accounting > Billing >...
