CMPOnline Enhancements

Follow this page for all our monthly updates and enhancements.

January 2024 Enhancement List

January 2024 Enhancement List

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 today,under Administration...

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December 2023 Enhancement List

December 2023 Enhancement List

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 "PIN"...

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November 2023 Enhancement List

November 2023 Enhancement List

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 Accounts...

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October 2023 Enhancement List

October 2023 Enhancement List

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 CMP administrator). Added...

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September 2023 Enhancement List

September 2023 Enhancement List

Featured Enhancements Added ability for system administrators to move all case files within one client to another (existing) client, under Administration > Setup > System Maintenance. New ability to store multiple plaintiffs at the client-level and added the...

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August 2023 Enhancement List

August 2023 Enhancement List

Featured Enhancements Added logic that will automatically save an "image" of any documents that are generated via the Case File > Documents merge process or through Batch Documents. The image will be tied to the Activity record that indicates that the document was...

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July 2023 Enhancement List

July 2023 Enhancement List

Featured Enhancements Added the ability to view the email addresses that will be used when Emailing Selected Bills, under Accounting > Billing > Open Bills (with the Enhanced Email Automation feature enabled). New ability to add automations, allowing reviews and...

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June 2023 Enhancement List

June 2023 Enhancement List

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...

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May 2023 Enhancement List

May 2023 Enhancement List

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...

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April 2023 Enhancement List

April 2023 Enhancement List

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...

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March 2023 Enhancement List

March 2023 Enhancement List

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...

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February 2023 Enhancement List

February 2023 Enhancement List

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,...

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January 2023 Enhancement List

January 2023 Enhancement List

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...

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December 2022 Enhancement List

December 2022 Enhancement List

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...

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November 2022 Enhancement List

November 2022 Enhancement List

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...

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October 2022 Enhancement List

October 2022 Enhancement List

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...

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September 2022 Enhancement List

September 2022 Enhancement List

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...

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August 2022 Enhancement List

August 2022 Enhancement List

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...

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July 2022 Enhancement List

July 2022 Enhancement List

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...

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June 2022 Enhancement List

June 2022 Enhancement List

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...

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May 2022 Enhancement List

May 2022 Enhancement List

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 >...

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April 2022 Enhancement List

April 2022 Enhancement List

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...

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March 2022 Enhancement List

March 2022 Enhancement List

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...

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February 2022 Enhancement List

February 2022 Enhancement List

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...

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December 2021 and January 2022 Enhancement List

December 2021 and January 2022 Enhancement List

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....

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November 2021 Enhancement List

November 2021 Enhancement List

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...

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October 2021 Enhancement List

October 2021 Enhancement List

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...

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September 2021 Enhancement List

September 2021 Enhancement List

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...

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August 2021 Enhancement List

August 2021 Enhancement List

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...

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