August 2023 Enhancement List

Case File

• Main:
  • Added the default Bank / Wage Garnishment type and Garnishee Company Name to the Opponent / Debtor information box if the garnishment is active.
• Accounts:
  • Increased the maximum length allowed for the “Account Number” field from 50 to 100 characters.
• Subrogation:
  • Added the Audit Log popup dialog feature to various fields.
• Opponents/Debtors:
  • Added logic to clear the input fields of the appropriate “bad” Phone Numbers or Email Addresses after prompting the user.
  • New logic to check the Bad Phone Numbers / Email Addresses table for possible matches when entering a new phone number or email address.
• Documents:
  • New logic to store the Document Package ID with the Document Entry that is added to the system when a Document is verified for future automation.
  • New setting at the company level to disable the ability for users to uncheck the “Auto-Verify” checkbox (must be enabled by a CMP administrator), which would mark all documents as “verified” when generated, under Case File > Documents and Tools > Batch Documents.
• Imaging:
  • Added the ability to “preview” certain images, such as those with the “MSG” file type.
• Reviews: 
  • New ability to override a Review’s default “Priority” on the individual review instead of only at the review code-level.
  • Added an optional “Notes” field to the Add Reviews pop-up box which will allow the user to add a longer Note to Reviews (must be enabled by a CMP administrator).
• Financial:
  • Added a Company Setting to allow the Judgment’s Interest Start Date to be prior to the judgment date to incorporate post-suit / pre-judgment payments into the balance, under Case File > Financial > Balance (must be enabled by a CMP administrator).
  • New total filtered debtor payments at the bottom left of the Balance Detail grid, under Case File > Financial > Balance.

Tools

• Custom Reporting:
  • New “File Created By” field to the “Case File” fieldset.
  • New “File Created Date” field to the “Case File” fieldset.
  • New “Review Assigned To Group” field to the “Last Review” fieldset.
  • New “Review Assigned To Group” field to the “Review” fieldset.
• Data Import:
  • Added logic to the Excel Placements import to automatically set the Opponent’s City and State using the Zip Code (if provided) if the City / State are not populated, under Tools > Data Import > Excel Placements.

Accounting

• Checks:
• Removed the “Check Number” as a required field in the spreadsheet for the “Import Checks” process, under Accounting > Checks > Import Checks.

Administration

• Lookups:
  • Added the Follow-up Review as an available column to the Activity Codes grid, under Administration > Lookups > Case File > Activity Codes.
  • Added the ability to set a Review Code’s default user to the “Current User” or the “Default User” on the case file, under Administration > Lookups > Case File > Review Codes.
• Security:
  • Added the “Imaging” menu item from the Tools > Data Import area as a securable menu, under Administration > Security > Menu Security.
• Setup:
  • Company > Accounting:
    • Added a “Default Deposit Type” to the Company setup which is auto-selected when loading the Enter Deposits screen.
  • Company > Automations:
    • Added the “Pretrial Result”, “Answer Result”, “Answer Date”, “Non-Service”, and “Judgment Date” fields to the “Field Updated” Automation area.
    • New User Defined Fields 1 – 4 at the Case File-level to the “Field Updated” Automation area.
    • Added logic when setting up Company Automations to alert the user if the Automation Action “Add Note” Activity Code selected requires a comment.
    • New ability to update specific field values when certain automation actions / criteria are executed.
• Setup > Document Templates:
  • Updated CMPOnline to the latest version of DevExpress controls v23.1.4 for document merging.
  • New logic to add the “AttorneySignature” and “UserSignature” merge data to documents, eliminating the need to check the “Auto Signature” box on the document component.

General

• Added the Client’s “Billing Email Address” data to the loaded email addresses on the Enhanced Email Automation popup (must be enabled by a CMP administrator).
• Updated the Enhanced Email Automation “To” and “CC” dropdowns to split email addresses separated by a semi-color (;) into separate entries (must be enabled by a CMP administrator).