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 a
document to your batch documents queue for printing later.
Please contact a CMP Representative for more information.
Case File
- Main:
- Added ability to manually add and remove cross-referenced (related) case files from the Case File > Main screen.
- Financial:
- Added ability to view the “Affects Balance” field on a transaction in the transaction grid, under Case File > Financial > Transactions.
- New “Hold Billing” checkbox when adding / editing unbilled billing entries under Case File > Financial > Billing to hold unbilled billing entries.
Contacts
- Clients:
- Added field to store / track the client’s county.
- New remittance report (With Contingency Rate) that removes the “Unused Costs” field and replaces it with the “Contingency Rate”; available on the Client’s accounting settings screen, under Contacts> Clients> Settings> Accounting Settings.
- New Remittance Company Name field on the Client accounting settings screen (available on the Client’s accounting settings screen, under Contacts> Clients> Settings> Accounting Settings) that appears on remit reports (if populated) instead of the Company Name found under Administration > Setup > Company.
Tools
- Custom Reporting
- New custom reporting field added:
- “Billing: Unbilled” fieldset – Hold Billing
- New custom reporting field added:
- Data Import:
- Added logic to run a conflict check during an Excel data import.
- Added all Case File User-Defined Fields to the Excel Placements data import and Potential Files’ file creation process.
- New button “Delete Selected” to delete multiple Potential File records at once, under Tools > Data Import > Potential Files.
- New field to store conflict check information on Potential Files, which will display in the Potential Files grid, under Tools > Data Import > Potential Files.
Accounting
- Added ability to export remit reports to Excel via the “View Report” button on the Remittance screen, under Accounting > Remittance.
- Added Deposit Batch ID and Check Number to the Transaction History tracking.
Administration
- Added company setting for “Show Hold Billing Checkbox”, under Administration > Setup > Company.
- Added ability to change the terminology of “Stipulation”, under Administration > Setup > Terminology.
- Added ability to disable zipcode / county updates at the company level, under Administration > Setup > Company.
- New document merge fields added:
- ClientAccountExecutive
- PostJudgmentDebtorPayments
- AccountCount
- OpponentCount
General
- Adjusted “Contact Support” emails to contain details related to the user’s full name, reply to email address, and current file number.
- Increased maximum county name length from 20 to 75 characters, and maximum clerk company name length from 50 to 100 characters.