CMPOnline Enhancements

Featured Enhancements Added the ability to set up Company-level “automations”, to automatically add activity notes, reviews, and/or hold codes to a Case File based on an action taken, such as uploading an image, adding an activity note, adding a review, a field being...

Featured Enhancements Added a dropdown of Payoff reports to include the normal "Payoff Report" and two additional reports, "Payoff Report with transaction detail", and "Transaction Breakdown", under Case File > Financial > Balance. New ability for administrators to...

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 appear while...

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...

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 (daily,...

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...

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 package (with...

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...

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...

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 ability to...

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 File Number field, under...

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 acknowledgement...

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 that...

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 >...

Featured Enhancements CMPOnline will now allow you to assign reviews to a user group, in addition to a single user,such that the review will appear on multiple users’ “My Reviews” listing. Please contact a CMP Representative for more information.Case File Main New...

Featured Enhancements New ability to “Favorite” a page by clicking the STAR icon on the left side of the CMPOnline ribbon, along with a Favorites icon in the header to access your favorite pages. Added an option to maintain a Fixed Header, leaving the top menu frozen...

Featured Enhancements New "Locate Current File" option in CMPFind for re-running a search and returning to the last file that was loaded. Added bolding to certain columns on the Case File > Financial > Transactions grid when the transaction affects the debtor...

Featured Enhancements Added a custom dictionary to the document screen, where users can right-click misspelled words for suggestions oropt to "Add to Dictionary" to add the word to the firm-wide custom dictionary, underCase File > Documents > Generate Document....

Featured Enhancements To maintain compliance with the Fair Debt Collection Practices Act (Regulation F), we have created a sample Model Debt Collection Validation Notice template (available from our support staff), along with new 4 new Itemization Fields at the Case...

As you may be aware, the Fair Debt Collection Practices Act (Regulation F) will be going into effect on November 30, 2021. If your firm collects on consumer debt, you will likely be affected by these changes. You can access an FAQ here. To aid firms in this...

Featured Enhancements Enhanced ability to view, print, and delete other users' batch documents,under Tools > Batch Documents. Users can now update their own email signatures via the User Preferences area,or administrators can configure all users’ default email...

Featured Enhancements Added ability to create or upload and then merge data into Excel spreadsheets. Added additional features to support MMS multimedia sent via SMS to a company's SMS number (if enabled) to automatically add to imaging. Please contact a CMP...

Featured Enhancements Added ability to download DOCX files directly from the imaging screen. New "Add to Batch Docs" button on the Case File > Documents screen to send adocument to your batch documents queue for printing later. Please contact a CMP Representative...

Featured Enhancements Added ability to set up Workflows which automate reviews and tasks.Workflows are set up under Administration > Lookups > Case File > Workflows. Added ability to send case file redirects (if enabled) into specific users' CMPOnline(for use...

Featured Enhancements Added ability to record conversations and store them in Imaging as an MP3 file whenan outgoing phone call has been initiated from CMPOnline. Added ability to set up SMS Categories / Templates, if SMS messaging is enabled for your account. Please...

Featured Enhancements Added ability to set up recurring payments via the "Take Payment" button on the Case File > Main screen, if the payment processor allows them. Added search / filter box to the CMP search results grid. Please contact a CMP Representative for more...

Featured Enhancements New "Send To Outlook" feature in the Legacy Schedule that will send meeting invites (and cancellations) to your Outlook calendar in ICS format. CMPOnline now has the ability to accept payments and track balances in foreign currencies. New fields...

Featured Enhancements Added ability to pull images from CMPOnline's Case File > Imaging area into Outlook emails (using Outlook Add-in) Please contact a CMP Representative for more information.Case File Accounts: Added "SOL (Statute of Limitations) Date" field to the...

Featured Enhancements Added ability to create Image Shares for temporarily sharing specific documents with any third party. Located under Case File > Imaging > Action button. Please contact a CMP Representative for more information.Case File Main: Added Client...

Featured Enhancements New Outlook Addin that integrates with Microsoft Outlook versions 2010 and newer allowing users to send their emails directly to CMPOnline’s Imaging system. Added ability to accept credit card and/or ACH payments at the case file level (if you...