Featured Enhancements
Added an enhanced PDF viewer (must be enabled by a CMP administrator) that allows users to add
text / images to existing PDFs in CMP Imaging, and then save those changes back to Imaging,
under Case File > Imaging.
New ability to attach images / supporting documentation to a Review for quicker access to documentation that pertains to the Review, under Case File > Reviews.
Please contact a CMP Representative for more information.
Case File
- Main:
- Disabled the “Case File Warning” / Popup Message (to prevent it from displaying) for non-internal users when loading a case file.
- Opponents / Debtors:
- Added the Opponent / Debtor’s Summons Filed Date to the audit logs when updated.
- Increased the Opponent / Debtor Alias Last Name field’s maximum length from 65 to 100 characters, under the Other Details tab.
- Added Record Type 48 to the YGC export to send Service Date / Process Server details, triggered when the Summons Filed Date or Service Date is updated on the Opponent / Debtor.
- New ability to enter a “Tax” garnishment type, with the appropriate document merge fields, under the Garnishments tab.
- Reviews:
- New logic to the “date picker” on the Date Due field in the Review popup dialog so that it opens in the current month (as past review due dates are not allowed).
- Financial:
- Adjusted the Case File balancing logic to use the most current interest rate when Interest Rate Adjustments are in place, but there is no “end date” on an interest rate adjustment or interest rate adjustments overlap, under Case File > Financial > Balance.
- New ability to set different Memo / Reference information per balance adjustment via the “Balance Adjustment” popup dialog, under Case File > Financial > Transactions.
Tools
- Added “Account Client Reference” as an option for the “Case File Identifier” when importing batch images, under Tools > Data Import > Imaging.
Accounting
- Added better reporting of problematic Case File numbers when CMP is configured to auto-pay invoices with retainer money during invoice finalization, under Accounting > Billing > Print Bills.
Administration
- Lookups > Case File > Activity Codes:
- New ability to set the default “Reference” that is used on transactions that are automatically added when adding Activity notes.
- Lookups > Case File > Review Codes:
- Added the ability to set the “Default Time” on Review Codes.
- Setup > Company > Automations tab:
- New option to have a Company Automation (if enabled) automatically generate a document and image it as PDF or DOCX file without user intervention.
- Setup > Document Templates:
- Added logic to automatically update Document Packages (Components) and Document Letterheads when renaming or moving document templates within the Document Manager with the new name / location of the document template.
Did You Know?
CMPOnline has all kinds of hidden secrets!
You can calculate the interest accrued on an amount entered, between 2 dates, at a specified rate when entering a balance adjustment. Simply visit Case File > Financials > Transactions and click on Balance Adjustment. From there, enter all information aside from your interest and then click on the “interest calc” link in the top right corner. Once you have entered your dates and interest rate, click the “CALC” button. Viola! Now click on your calculated amount in blue to automatically insert it into your balance adjustment.
Stay tuned for future tips about CMPOnline!