Featured Enhancements
Added the ability via a Company Setting for users to enter specific types of Balance Adjustments from the Accounts screen when a file is in pre-judgment / pre-stipulation status, under Case File > Accounts (must be enabled by a CMP administrator). Enhanced logic so that Automations can be triggered or not triggered based on the appearance of user-specified text in the “Comment” and / or “Note” fields when an Activity Note is added to the Case File, under the Administration > Setup > Company > Automations tab. Please contact a CMP Representative for more information.Case File
- Main:
- Added an integration with PaymentVision (if enabled by a CMP administrator), so that users can take telephonic payments (or recurring payment setups) from within CMP through PaymentVision (payment processor).
- Imaging:
- Added link to the top of the new PDF Viewer if enabled to allow the user to open the PDF in the default browser’s PDF viewer for opening / viewing / printing corrupted PDFs.
Contacts
- Removed the current Client as an available selection in the “Default Client Code for *” within the Client’s Settings area, under Contacts > Clients > [Client] > Settings area.
Accounting > Remittance
- New logic to properly track the “Change User” when editing Transaction Remit Dates during the final remittance processing for Transaction History purposes, instead of using the “administrator” user.
- Enhanced logic to track the Remittance ID on any billing added during the remittance process for Gross-remit clients, to make the “Undo Remit” process more exact when removing these entries.
Administration
- Added the ability to add transactions when generating documents used to apply costs or attorney fees to flat fee cases, when the cost / fee is not billed, under Administration > Lookups > Document > Document Packages.
- Improvement to adjust the “As Of Date” when viewing previous / current / next month’s arrangements, under Administration > Reporting > Payment Arrangements.
- Setup > Document Templates:
- New Merge Fields:
- ClientAgent*
- HoldCodeList
- HoldDescriptionList (comma-separated list for systems allowing multiple hold codes)
- SelectedJudgment* (to pull selected judgment data when generating documents)
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