August 2026 Software Enhancements

My Reviews

• Descriptors of High, Medium, Low in the “Priority” column have replaced the numeric display within the Reviews grid.
• Functionality provided for users to change multiple reviews’ due date or to reassign to user / group in a batch based on the selected reviews. To change the date or reassign the user, first click “Enable Multi Select”, select the desired reviews, then click “Modify Selected”.

Case File

• Subrogation:
  • Expanded Subrogation Damages view (must be enabled by a CMP administrator) to include the Towing / Storage Amount, Sales Tax Amount, Loss Real Property Amount, and Other Amount.
• Opponents / Debtors:
  • Created the ability to set “Communication Consent” for Opponent / Debtor phone numbers and email addresses. 
  • Provided a BMV Suspensions grid and associated fields to the Opponent / Debtor screen’s “Other Details” tab (must be enabled within the Case Type settings). 
  • “Last DOM?” check box indicator (for Last Day of Month) added when configuring a payment arrangement with a start date on the last day of a month with less than 31 days, so that future arrangement due dates use the last of the appropriate month.
• Imaging: 
  • Improved error messaging when a document or image upload fails because the case file’s Referral Date is set to a future year.
  • Enhanced the new CMP PDF Viewer to automatically highlight matching search terms within a PDF after performing a text search from the Imaging screen. 
• Reviews:
  • Select All / Select None buttons have been added to the “Follow Up Reviews” popup that appears when deleting a review that has follow-up reviews attached to it.
• Financial > Balance:
  • New ability to store grid state (column layout changes) on the Summary and Detail Balance screens, with an option to reset the column layouts if needed.

Contacts

• Clients: 
  • Gave the ability for both a “Pre Judgment” and “Post Judgment” Interest Method (default) to be configured at the client-level or at the company-level, to be used if no interest rate is provided on the case file.

Tools

• Custom Reporting:
  • “Balance Total Interest Charged”, “Balance Total Costs Incurred”, and “Balance Current Interest Rate” fields were added to the “Balance” fieldset. 
  • “Apply Any Payment Towards Arrangement?” and “PA Note” fields are now available in the “Opponents / Debtors” fieldset in custom reporting.
  • Phone Number and Email Address Communication Consent values included in the “Opponents / Debtors” fieldset.
  • “Recurring Schedules” fieldset and associated fields included in Custom Reporting for firms using a payment processor that supports recurring payments (such as PaymentVision) and is integrated with CMPOnline. 
  • New clickable links provided to the Custom Reporting “breadcrumbs” on the Build / Execute pages to take the user back to the “List” view.
• Data Import:
  • Logic updated to drastically speed up the daily processing of “Address Updates” provided via the PaymentVision SFTP site (if this feature has been enabled by a CMP administrator).  
• Data Import > Excel Placement:
  • New Vehicle field mappings available within the Excel Placements import. 

Accounting

• Checks > Enter Checks:
  • Multi-select option provided to the Accounting area’s Checks grid for deleting checks in batches.
• Deposits > Enter Deposits: 
  • Updated the “Automated” option on the Deposit screen (for firms with Payment Processing enabled) to show all automated deposit entries (and not just those for a specific user), so that any user can post automated deposit entries. 
  • Provided logic to the Deposit objects to prevent potential concurrency issues during the simultaneous posting of Deposit batches or new deposit entries.
  • Provided the ability to select the “Cost Account” as the “Default Bank” when entering deposits (if the cost account is enabled by a CMP administrator). 
• Remittance: 
  • Enhanced remittance logic to save “penny adjustments” (due to rounding) to back-end tables during a preliminary remittance (previously, this was only done during final remits), in case users send a preliminary remit report to clients. 

Administration

• Lookups > Case File > Review Codes:
  • Users are given the ability to configure a different Default User / Default Group for Follow Up Reviews setup on a Review Code.
  • Added ability to set a Review Note on a Review Code (if this feature is enabled by a CMP administrator), to be used as the default on newly added reviews.
• Security > Users:
  • Configured User Defined Fields at the System User level added, and then those fields also included in document merges. 
  • Signature Offset X / Y fields and Grow to Height fields created for configuring a System User’s signature placement in generated documents.
• Security > Document Category Security: 
  • Added the ability to set security / visibility on document categories.
• Setup > Company:
  • Provided the ability for both a “Pre Judgment” and “Post Judgment” Interest Method (default) to be configured at the client-level or at the company-level, to be used if no interest rate is provided on the case file.
  • Automations Tab:
    • Automations area logic modified to allow Triggering Actions of “Field Update” to be based on various fields from the “Case File” object including “Update Field” and “Clear Field” Automation Actions. 
    • Automation Action of “Dismiss Opponent Garnishment” included in the Company Automations area.
    • New ability to configure Company Automations triggers when generating a specific document package.
• Setup > Document Template:
  • Logic added allowing users to add an “id=” parameter to Opponent- or Account-specific document merge fields to pull information for a specific Opponent or Account (for example, {MERGEFIELD “OpponentFullName” id=”2″}).
  • New Document merge field for “ClientReferenceRedactedExcept4”.
  • “SelectedJudgment_CurrentBalance* document merge fields updated to reflect the current balance in situations where a judgment exists, but the balance is overridden by a stipulation.
• Setup > User Defined Field Labels:
  • Configured User Defined Fields at the System User level, and then those fields also included in document merges. 

General 

• Enhanced Email Automation (must be enabled by a CMP administrator): 
  • Provided the ability to customize a BCC line when sending emails.
  • Furnished more detailed send failure messaging when attachment sizes exceed 28 MB. 
  • Gave the “File Size” as an optional column to the Attachments popup. 
  • Provided a scrollbar to the Enhanced Email Automation dialog for users who use browser zoom and cannot access the bottom buttons.
• Added an API controller for the Delete Review routine and a PhoneLookup API call to lookup if a phone number appears in CMPOnline.
• CMPFind Dialog Boxes: Updated the CMPFind dialog to have click-behinds trigger a close of the window and resizing of the window to save between reloads. 
• CMP Grids: Reworded the CMP-style grids to use the words “Filter…” in lieu of “Search…” at the top.
• CMP Dashboard: Optional filter checkbox provided for “Include Direct Accounts?” within the Payments View tab of the CMP Dashboard.