April 2021 Enhancement List

Apr 30, 2021 | CMPOnline Enhancements

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 for LEDES (Legal Electronic Data Exchange Standard) codes are now available.

Please contact a CMP Representative for more information.

Case File

  • Main:
    • Updated Client Contact on Case File > Main screen to auto-populate the client’s contact information (in addition to the client’s additional contacts) and select this as the default client contact when the client field is updated.
    • Added five new User Defined Fields (for each type of Date, Number, Text, Yes / No) to the Case File > Main > User Defined Fields screen (also included in custom reporting and as document merge fields).
    • Added ability to set File-level Suit Fees, under Case File > Main > Settings.
  • Accounts:
    • Added Vehicle fields to the Case File > Accounts screen (if “Has Vehicle Data” option is checked for the Account Type) for VIN, Year / Make / Model, Dealer Name / Address, and Reason (also included in custom reporting and as document merge fields).
    • Added field for Payoff Amount to the Case File > Accounts screen (also included in custom reporting and as document merge fields).
    • Added field for Vehicle Location to the Case File > Accounts screen (if “Has Vehicle Data” option is checked for the Account Type).
    • Added “Original Currency Format” (if enabled) on Case File > Accounts screen, which includes a breakdown of the payments in the original currency.
  • Opponents:
    • Increased maximum length of the Generation / Suffix field under Case File > Opponents from 3 characters to 20 characters.
    • Added options for Guardian / Tenant / Lessee to the Owner/Driver dropdown on the Case File > Opponent screen (if Case Type is “Subrogation”).
  • Activity:
    • Added billing warning message for Hourly case files when adding activity without a billing code.
  • Imaging:
    • Added page count calculations to Case File > Imaging.
  • Review:
    • Added “Send to Outlook” feature on Reviews (if Review Code has this option enabled) that will send meeting invites (and cancellations) to your Outlook calendar in ICS format.

Contacts

  • Clients:
    • Added unlimited grid of records for Client Suit Fees, including the ability to specify days from the Referral Date to the Transaction’s Effective Date to determine the Suit Fee Rate under Contacts > Clients > Settings > Accounting Settings > Suit Fees.

Tools

  • Added “Comments” and “OIC Percent” (for Subrogation case types) to the Tools > Data Import > Potential Files area.
  • Added “Last Legal Status” fieldset to Tools > Custom Reporting, if enabled under Administration > Setup > Company > Advanced.
  • Added “Legal Status” field to the “Notes” fieldset in Tools > Custom Reporting, if enabled under Administration > Setup > Company > Advanced.

Accounting

  • Added LEDES button to export bills in LEDES format, under Accounting > Billing > Open Bills (if company setting is enabled for this).
  • Added features to Accounting > Deposits screen for handling of “Multiple Account Payment Distribution” under Administration > Setup > Company > Accounting (top right).

Administration

  • New fields on Administration > Lookups > Account > Account Types screen:
    • “Other Amount” and “Other Amount Label”
    • “Payoff Amount” and “Payoff Amount Label”
    • “Interest Date Label”
    • “Show Client Reference”
    • “Show Placement Reference”
    • “Has Vehicle Data” (mainly used for “Repossession” or “Auto Loan” Account Types)
  • Added Vehicle Makes lookup, under Administration > Lookups > Account > Vehicle Makes.
  • Added “Require Opponent Name” on Image Descriptions (under Administration > Lookups > Case File > Image Descriptions) and “Opponent Name” dropdown when adding images (throughout system) if enabled at the company level.
  • Added “Show Classification Code on Settings Screen” setting under Administration > Setup > Company > Advanced, Classification Code lookup under Administration > Lookups > Case File > Classification Codes, and the Classification Code dropdown on Case File > Main > Settings
  • Added “Show Settlement Basis on Opponent Screen” setting under Administration > Setup > Company > Advanced, Settlement Basis Type lookup under Administration > Lookups > Opponent > Settlement Basis Types, and the Settlement Basis Type dropdown on Case File > Opponents > Other Details.
  • Added “Allow Alt. Currency on Client” and “Allow Alt. Currency on File” as company-level settings, under Administration > Setup > Company > Accounting.
  • Added Company setting for displaying LEDES field codes, under Administration > Setup > Company > Accounting.
  • Added additional LEDES fields to Service Codes, under Administration > Lookups > Financial > Service Codes.
  • Added “Allow Send to Outlook” option to Review Codes, under Administration > Lookups > Case Files > Review Codes.
  • Added “Show Original Currency Format on Account Screen” as a company setting under Administration > Setup > Company > Advanced.

General

  • Added current case file number to browser tab page title.
  • Added additional currency formats to all currency type dropdowns.
  • New document merge fields added:
    • Payoff Amount
    • Opponent2AddressLine
    • Opponent3AddressLine
    • GarnStyle
    • GarnCertOfCostsBank
    • GarnCertOfCostsWage
    • All Client Contact Merge Fields
    • Original Currency Format
    • Five new User Defined Fields (for each type of Date, Number, Text, Yes / No)
    • New Vehicle Fields
    • New Payoff Amount Fields
  • New custom reporting fields added:
    • Original Currency Format
    • Five new User Defined Fields (for each type of Date, Number, Text, Yes / No)
    • New Vehicle Fields
    • New Payoff Amount Fields