January 2021 Enhancement List

Case File

• Main:
  • Added Collector and Paralegal fields to Case File > Main > Settings, and included these fields in custom reporting.
  • Added ability to add new “Outside Counsels” from the Case File > Main > Settings page.
  • Added ability to view the Contact Details screen when clicking on the “Outside Counsel”.
• Subrogation:
  • Added ability to add a new Insurance Company.
  • Added Insured First/Last names to CMPFind’s “Subrogation” fields when searching for a file.
  • Added ability to view the Contact Details screen when clicking on the “Defendant’s Insurance Company”.
• Opponents/Debtors:
  • Added ability to send and receive SMS messages with Opponents, under Case File > Opponents (must be configured by a CMP representative).
• Activity:
  • Added button to COPY an activity note’s text, under Case File > Activity (bottom left of screen).
  • Added ability to track File Footprints (any user who accessed the case file), from the Case File > Activity screen (must be turned on by a CMP representative).
•  Documents:
  • Added “OutsideCounselRate” and “ContingencyRate” as document merge fields.
  • Added Insurance Company Claim Number (from Case File > Subrogation area) as a document merge field.
  • Added new fonts to document templates area (“Lucida Handwriting”, “Bradley Hand ITC”, “Edwardian Script ITC”).
• Imaging:
  • Added “Select All/None” buttons when packaging images, under Case File > Imaging.
  • Added Original File Name to the Case File > Imaging grid
  • Updated Case File > Imaging grid to the newer grid format with options to filter and change column visibility.
  • Added feature to display “images” of type PNG, JPG, GIF in new browser window (instead of downloading), under Case File > Imaging.
  • Added checkbox option to display Image Thumbnails in the Imaging grid (for file types PNG, JPG, GIF), under Case File > Imaging.
  • Added “File Size” field to Case File > Imaging.
• Financial > Transactions:
  • Added ability to specify a Check Memo on Bank Adjustments (for control files).

Contacts 

• Added a “Country” field to all Opponents and Opponent-related addresses, as well as Contact Agents (must be turned on by a CMP Representative), for international support.
• Added Account Co-Executive to Contacts > Clients > Settings.

Tools

• Custom Reporting:
  • Added “Client Inactive” field to Tools > Custom Reporting field list (under Client fieldset).
  • Added correct Custom Report “title” to reports exported to PDF or printed, under Tools > Custom Reporting > Execute.
  • Updated Tools > Custom Reporting > List view to new CMP-style grid.
  • Added ability to add Subtotals to Custom Reporting reports, under Tools > Custom Reporting > Build.

Accounting

• Deposits:
  • Added Client Code and Opponent Name as optional fields to the Deposit grid, under Accounting > Deposit > Enter Deposits.
• Remittance:
  • Added ability to export remittance reports to Word, under Accounting > Remittance.

Administration

• Lookups > Financial
  • Added ability to set Transaction Types for Income and Expense accounts (for Operating Account balancing).
• Reporting > User Activity
  • Updated Groups and Users dropdowns to use nicer multi-select boxes.
• Setup > Company
  • Added ability to set a default account type for new accounts created on a case file, under Administration > Setup > Company > Advanced.
  • Added option to show the plaintiff on the status bar, under Administration > Setup > Company > Advanced.

User Preferences

• The following enhancements are in the newer “User Preferences” area located at the top right of all screens.
  • Added feature to disable the “Delete Prompt” when deleting reviews.
  • Added ability for users to include Add New, Edit, and Delete buttons to the top of certain grids.
  • Added ability to “Search Dropdown Start Only” for select2 dropdowns which will search only the beginning of the text when checked.
  • Added setting to always keep the Case File menu node fully expanded.