Featured Enhancements
New ability to click the word “Client” on the Settings screen under Current Contingency Rate, if the rate is set to the client-level rate, to view the client-level contingency rate settings, under the Case File > Main > Settings tab.
Added the ability to upload and / or attach more than one “image” to an Activity Note to include an “Upload Image” icon / button to the Add / Edit Activity popup next to the “manage attachments” wording, which can be clicked in lieu of dragging / dropping new images onto the Activity Note popup.
Please contact a CMP Representative for more information.
Case File
- Main:
- Added a “select2” option, searchable dropdown, to the Branch / Internal Status field on the Case File’s Main screen.
- Opponents / Debtors:
- Added an “Arrangement Notes” field for payment arrangement specific notes / comments, under the Case File > Opponents / Debtors > Financials tab.
- Litigation:
- New ability to mark an Additional Judgment or Motion to Tax as “Not Affect Debtor Balance”.
- Imaging:
- Enhanced logic to the Zipping of Images (for download) to set the Date Modified on the records in the ZIP to match the Date that the image was uploaded to CMP.
- Financial:
- New ability to “disable interest” from the Case File’s Balance screen to view the balance without interest, under Case File > Financial > Balance.
- Added logic so that the “Add as Activity Note” option was available for billing entered via the “Billing Timer”, under Case File > Financial > Billing.
- New button to “Email Open Bills” (if the Enhanced Email Automation is enabled) from the Case File’s billing screen when viewing the Billed items, under Case File > Financial > Billing.
Contacts
- Added a “Landscape with Balances (Subtotal by Client)” remit report style, which will include a subtotal by client in situations where many clients are remitted under a single client code, under the Contacts > Clients > Settings > Remittance tab.
- Enhanced ability to set a default “Venue County” at the Client-level, to be auto-selected on new Case Files created for that Client, under the Contacts > Clients > Settings > New Case Files tab.
Tools
- New ability to View and Edit documents sitting in the Verify Documents queue, under Tools > Verify Documents.
- Custom Reporting:
- Added multiple “Client Billing *” fields in the “Client” fieldset.
- New Merge Fields:
- New ability to import the Opponent Suffix via Excel Placements import, as well as update this field within the Potential Files area, under Tools > Data Import > Excel Placements.
Accounting
- New logic to separate Checks by the Payment Form for the purposes of Clearing Checks and the Bank Transactions screens, under Accounting > Bank Account Recon > Clear Checks and Accounting > Transactions.
- New Client “Classification Code” to the Open Bills grid view as an optional field, to help classify which clients receive paper vs. electronic statements, under Accounting > Billing > Open Bills.
- Added the ability to generate a QBO / QuickBooks Online styled file when printing checks (must be configured by a CMP administrator), under Accounting > Checks > Print Checks.
- Added the ability to “Delete Multiple” entries on the Deposit screen, under Accounting > Deposits > Enter Deposits.
- New ability to provide the “Opponent Name” in the Deposit Import, in lieu of or in addition to the “Opponent Number”, to locate the correct opponent / debtor on the case file, under Accounting > Deposits > Import.
- New “File Client Reference” and “Account Client References” fields to the Excel version of the remit report, under Accounting > Remittance.
- Added logic to speed up the execution / load time for the Transactions screen, under Accounting > Transactions.
Administration
- New ability for specific Case Types to require a user to enter non-billable time entries (if enabled by a CMP administrator), under Administration > Lookups > Case File > Case Types.
- Enhanced the ability to mark an Account Description as Inactive, to not appear in dropdown lists, under Administration > Lookups > Account > Account Descriptions.
- Added an EDI Code field to the Firm Bank Accounts, used with various EDI interfaces, under Administration > Lookups > Financial > Firm Bank Accounts.
- Setup > Company:
- New ability to add the “CostBalance” and “CostBalanceWithColor” fields to the Status Bar, under the Administration > Setup > Company > Advanced tab.
- New company setting to include Reviews in the Activity grid, under the Administration > Setup > Company > Advanced tab.
- Added UDF File / Opponent Dates 5 – 15 and Yes / Nos 5 – 15 to the Company Automation options, under Administration > Setup > Company.
- Setup > Document Templates:
- “OpponentXMiddleName”
- “OpponentXLastName”
- “OpponentXSuffix” (with “X” being a number 1 – 3)
- “OpponentSuffix”
- New Merge Fields:
- “OpponentXMiddleName”
- “OpponentXLastName”
- “OpponentXSuffix” (with “X” being a number 1 – 3)
- “OpponentSuffix”
General
- Added the “Case Type” column to the Previously Viewed Case Files popup.
- New feature for the “Activity Notes” grid to appear with the ability to add notes on any CMP screen by clicking on the “Add Note” icon in the top-right menu bar.
- Adjusted the Client Funds popup dialog to accommodate wrapping text, where appropriate and a vertical scroll bar, under various Case File > * screens.
Did You Know?
CMPOnline has all kinds of hidden secrets!
Entering deposits has never been easier with our quick shortcuts. If you are already on the file you’re entering the deposit for, simply input a dash “-” into the File # field and press tab. CMP will automatically fill in the current file number. Not sure what your file number is? There is also a useful search tool at your disposal right above the file number field. To verify you have the right file, a box will pop up with all the information so you can be sure everything is entered correctly.Give it a try and reach out if you have any questions!
Stay tuned for future tips about CMPOnline!