CMPOnline Enhancements

Follow this page for all our monthly updates and enhancements.

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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July 2021 Enhancement List

July 2021 Enhancement List

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...

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June 2021 Enhancement List

June 2021 Enhancement List

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...

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May 2021 Enhancement List

May 2021 Enhancement List

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...

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April 2021 Enhancement List

April 2021 Enhancement List

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...

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March 2021 Enhancement List

March 2021 Enhancement List

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...

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February 2021 Enhancement List

February 2021 Enhancement List

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...

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January 2021 Enhancement List

January 2021 Enhancement List

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...

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December 2020 Enhancement List

December 2020 Enhancement List

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. Please contact a CMP Representative for more information.User Preference Added User...

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November 2020 Enhancement List

November 2020 Enhancement List

Featured Enhancements Added feature to allow for multiple hold codes per Opponent, under Case File > Opponents > Contact Card NOTE: this feature must be enabled by a CMP representative.Case File Subrogation: Updated layout / design on Subrogation screen, added...

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October 2020 Enhancement List

October 2020 Enhancement List

Featured Enhancements Added "Help" page which links to YouTube videos related to help topics. To view the videos, click “Need Help?” at the top. Case File Reviews: Added logic to properly format "Time Due" when entering reviews. Financial > Balance: Added feature...

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September 2020 Enhancement List

September 2020 Enhancement List

Featured Enhancements Added ability to upload PDF forms to Administration > Setup > Document Templates for document merging. Added ability to batch import activity notes, under Administration > Batch Programs > Batch Notes. Case File Main Screen: Added ability to...

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August 2020 Enhancement List

August 2020 Enhancement List

Featured Enhancements Added ability to print the Balance Summary screen located under Case File > Balance > Balance Summary Added ability to send documents out for e-signature through DocuSign (with automatic imaging / new review once it is signed)Case File Main...

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July 2020 Enhancement List

July 2020 Enhancement List

Featured Enhancements Added ability to send all accounting "reports" (Checks, Bills, Deposits, Remits) as an outgoing email (in an attachment). Note: Please contact a CMP representative for more information about this add-on feature and to configure your system.Case...

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June 2020 Enhancement List

June 2020 Enhancement List

Featured Enhancements Added ability to send outgoing emails from the application, to include email template merging, automatic email imaging, and automatic case file notation. Added ability for Clients and Outside Counsel to login to CMPOnline. Note: Please contact a...

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May 2020 Enhancement List

May 2020 Enhancement List

Featured Enhancements Added ability to make outgoing phone calls automatically from the application. Note: Please contact a CMP representative for more information.Case File Main Case File Screen: New popup when clicking on the word “Client” above the client name....

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April 2020 Enhancement List

April 2020 Enhancement List

My Reviews Added ability to filter My Reviews with preset filters. Added ability to My Reviews grid so that user can re-order columns and show/hide columns. Added ability to delete a review from the My Reviews area. Added colors to the My Reviews area to highlight...

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