Apr 30, 2023 | CMPOnline Enhancements
Featured Enhancements Added ability to import zipped images in batch, under Tools > Data Import > Imaging. New “Deposit Warning” checkbox is now available within the Hold Codes setup. When checked, the hold code popup message (if populated) will...
Mar 31, 2023 | CMPOnline Enhancements
Featured Enhancements New ability to set up a Positive Pay Banking export option, under Tools > Data Export > Positive Pay(must be enabled by a CMP administrator).For more information on Positive Pay,visit https://www.investopedia.com/terms/p/positive-pay.asp...
Feb 28, 2023 | CMPOnline Enhancements
Featured Enhancements New ability to set up recurring payments via the “Take Payment” button on the Case File > Main screen when using Clover as the payment processor. Users now have the ability to schedule User Reports to be run on a recurring schedule...
Jan 31, 2023 | CMPOnline Enhancements
Featured Enhancements New ability to automatically partial pay an invoice using an amount specified where the payment amount is applied oldest first across the line items of the invoice, under Accounting > Billing > Open Bills > Enter Payment. Users now have...
Dec 31, 2022 | CMPOnline Enhancements
Featured Enhancements New ability to “Filter” the quick view of Payment History by opponent / debtor, which now includes a Filtered Total, on the Case File > Main screen > Total Payments. Added the ability to enter multiple checks per document...
Nov 30, 2022 | CMPOnline Enhancements
Featured Enhancements New ability to view all images found on the Case File > Imaging screen from within the Case File > Activity screen (must be enabled by a CMP administrator). Added the ability to split a client funds transaction into 2 different transactions...
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...
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...
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...
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...
