Jul 31, 2024 | CMPOnline Enhancements
Featured Enhancements Added a Case File Timeline, under the Case File > Main > Timeline tab. New ability to right-click a document template in the File Manager and “Add as Document Package” to quickly add it as a document package, under...
Jun 30, 2024 | CMPOnline Enhancements
Featured Enhancements Added the ability to filter the main CMPOnline menu to search for menu items. See “Did You Know” below for more details. New ability to click the Balance in the CMPOnline Status Bar to redirect the user to the Case File’s Balance screen....
May 31, 2024 | CMPOnline Enhancements
Featured Enhancements Added a Billing Dashboard to the Daily Dashboard screen for attorneys to view their billing hours. To view the Billing Dashboard, simply click the CMPOnline logo in the top left corner and then click on the words “Billing Dashboard”...
Apr 30, 2024 | CMPOnline Enhancements
Featured Enhancements Accounting users now have the ability to set a Check Memo when transferring funds between Case Files at the case file level, under Case File > Financial > Transactions. Accounting users also have an option to “Auto Apply Client Funds...
Mar 31, 2024 | CMPOnline Enhancements
Featured Enhancements Added a “Phone Call” start / end icon to the CMP menu bar to track when a debtor phone calls begin and log the phone call start / end times. Must be enabled by a CMP administrator. Added feature to view and load other users’...
Feb 29, 2024 | CMPOnline Enhancements
Featured Enhancements Added the ability to enter “!!” before text in a CMP grid search to search for values that do NOT match the subsequent text entered, such as “!!test” to find all entries that do NOT include the word “test”....
Jan 31, 2024 | CMPOnline Enhancements
Featured Enhancements Added logic to auto-open the “Add New Image” upload box when dragging a file over the Activity screen’s activity note popup. New “Overdue Reviews” report with average days (per user and review group) from date due to...
Dec 31, 2023 | CMPOnline Enhancements
Featured Enhancements Added the ability to send any files uploaded from the CMPOnline Client Portal to the Imaging Holds area of CMPOnline with meta data included, instead of being emailed, under Tools > Data Import > Imaging Holds. New ability to Add a...
Nov 30, 2023 | CMPOnline Enhancements
Featured Enhancements Added a company setting for using advanced letterhead templates with headers and footerswhen merging documents (must be enabled by a CMP administrator). New ability to add a “Principal” balance adjustment to an account from the...
Oct 31, 2023 | CMPOnline Enhancements
Featured Enhancements New company setting that adds an “Add Note” icon to the CMPOnline menu bar that is always visible within all Case File screens, so that users can quickly add a “simple” activity note to a case file (must be enabled by a...
