April 2023 Enhancement List

Case File

• Main
  • New popup feature for the Default User and Responsible Attorney fields to see email / phone numbers for these contacts, under Case File > Main.
  • Added the Case File’s Default User and Responsible Attorney email addresses to the Phonebook popup (if enabled in company settings).
  • Users now have the ability to send email via the Enhanced Email Automation popup (if enabled by a CMP administrator) when using the Phonebook popup if enabled in company settings.
• Documents
  • Added ability to insert a textbox into a document sent out via DocuSign.
• Activity
  • New “date picker” field is now available for the “Note Date” when adding or editing a Note.
• Financial > Billing
  • Added the “Service Code” as a column in the Billing grids.
  • New logic to save the “grid state” (visible columns) for each individual screen when the same grid is used with different datasets, such as with the Unbilled / Billed / Paid / Voided data.
• Financial > Transactions
  • New “date picker” field is now available when editing a transaction.

Contacts

• Contacts > Clients > Settings > Billing
• Added “Billing Email Address” and “Billing Phone Number” fields to the client billing settings screen.
• New invoice format of “Separate (with initials and 30 / 60 / 90 breakdown)” that includes a 30 / 60 / 90 breakdown at the bottom of the invoice.

Tools

• Custom Reporting
  • Added the new custom reporting fieldset “Billing: Billed Breakdown” to include fields for 30 / 60 / 90 / etc. overdue invoice amounts.
• Data Import:
  • Excel Placements
    • New ability to set the opponent’s “Guarantor” field when importing placement spreadsheets.
    • New “Referral Interest” and “Balance Adjustment, Miscellaneous Costs” as account-level fields that can be used in the Excel Placements import mappings.
  • Potential Files
    • Added the ability to set opponent’s “Guarantor” field when editing Potential Files.

Accounting

• Billing > Print Bills
  • New ability to “Lock All Billing” in CMPOnline to prevent all users (except for the current user) from adding, editing, deleting, printing, or finalizing bills.
• Billing > Open Bills
  • New ability to send one or more “Open Bills” via email (if the Enhanced Email Automation is enabled) using a user-defined email template.
  • Added a new column for the CMP case file number (if only 1 per invoice) to the billing “Statement” report
• Deposits > Enter Deposits
  • Added logic to the Deposit posting process to display a progress bar during the post.
• Reports
  • Added “Deposit Type” and “Client Code” (when “Include File Numbers?” is selected) grid columns to the Deposit Listing reports.

Administration

• Batch Programs > Open Files
  • New ability to open a group of case files via a custom report.
• Lookups > Case File > Workflows
  • Added the ability to configure multiple sub-steps in Workflows.
• Setup > Document Templates
  • Additional document merge fields for the Garnishment Number and Sheriff Office information under both the “BankGarn*” and “WageGarn*” headings.

General

• New logic to search on the “File Note” field in the CMPFind.
• Added a “Reply-To” email header to emails sent from CMP using the Enhanced Email Automation (must be enabled by a CMP administrator) to assist some of the receiving email clients with responding to the correct email address.
• New logic to speed up the load time of Enhanced Email Automation email templates and SMS templates (both must be enabled by a CMP administrator).
• Added the Case File’s Default User and Responsible Attorney email addresses to the Enhanced Email Automation popup (if enabled by a CMP administrator).
• New ability to add billing from the CMP Outlook addin (must be enabled by a CMP administrator).