February 2025 Software Enhancements

My Reviews

• Added the “File Balance” as an optional field to the My Reviews grid.

Case File

• Opponents / Debtors:
  • Added logic to store the Payment Arrangement’s Past Due Amount to be used in Custom Reporting and other reporting interfaces, under the Case File > Opponents / Debtors > Financials tab.
• Imaging:
  • New ability to download multiple files at once without zipping them from the Imaging screen using the “Download Selected” action item when “Multi Select” is enabled.
• Financial:
  • Updated the sort order on the Case File’s Billed and Paid grid to show the newest billed / paid entries first, under Case File > Financial > Billing.

Tools

• Updated the sample Excel Placements template to be slightly less complex for clients providing placements via Excel, under Tools > Data Import > Excel Placements.
• Custom Reporting:
  • Added “Primary Opponent Full Name” and “Primary Opponent Full Name (Reverse)” fields to the “CaseFile” fieldset in Custom Reporting, to report on the primary opponent / debtor only.
  • New Merge Fields:
    • Added the Opponent / Debtor’s Service Address (street, city, state, zipcode) fields.

Accounting

• Added a Company Setting (must be configured by a CMP administrator) to set the “starting” Invoice Number used on bills / invoices, under Billing > Print Bills.
• New optional “List All Acct Numbers?” option when viewing remit reports, so that all of the Case File’s account numbers are listed on the remittance report under Accounting > Remittance.
• Added hyperlinks to the File Number column in various Accounting grids so that users can click the File Number to load it, on multiple screens under the Accounting Menu.

Administration

• Setup > Company:
  • New Account-level User Defined Fields to the Company Automations area, under the Administration > Setup > Company > Automations tab.
  • Added “CourtType” field to the Status Bar’s available fields, under the Administration > Setup > Company > Advanced tab.
• New ability to toggle on / off the “Test Document” button on the Case File > Documents screen for non-administrator users if the “Verify Documents” logic is disabled by a CMP administrator via a user’s Security Group, under Administration > Security > Security Groups.
• Added the ability to re-date reviews to a new “Date Due” based on a review code and review date due range, under Administration > Setup > System Maintenance.
• Setup > Document Templates:
  • New Merge Fields:
    • Added the Opponent / Debtor’s Service Address (street, city, state, zipcode) fields.

General

• Added code to warn users about email addresses entered into the User Name field on the Login screen of CMPOnline.
• New code to prevent users from entering non-numeric characters into the Two Factor Authentication code field when logging in, to streamline the login process.
• Disabled the requirement for periodic password changes for a firm’s Internal users if Two Factor Authentication is configured on the user account.