July 2024 Enhancement List

Case File

• Main:
  • Added additional Timeline options for “Month View” and “Invert”, under the Timeline tab.
  • New ability to create / copy / disable External Upload links on a per case file basis, on the Settings tab if External Uploads are allowed in Administration > Setup > Company.
  • Removed the “Problems” and “X-Refs” information on the Case File’s Main screen for non-internal users.
• Opponents / Debtors:
  • Added a “Credit Score” field to the Opponent / Debtors screen on the Other Details tab.
  • Updated the Opponent’s Non Service Reason field to accept up to 50 characters (from 20),  on the Litigation tab.
• Litigation:
  • New field for Stipulation Description (if enabled) on the Main Information screen, also available in Custom Reporting and Document Generation.
  • Added a dialog popup for the Venue County information (instead of a drilldown to the Contacts / Counties page).  The new popup is also available under Contacts > Counties.
• Activity:
  • Adjusted the Activity screen’s “View Options” to appear in a large dropdown box.
• Financial:
  • Added logic to pass the “Entered By” username on Unbilled entries to the Billed and Paid tables for better tracking of this data, under Billing.
  • New service code’s LEDES details (if enabled) to the Add / Edit Billing areas so that they can be viewed easily, under Billing. Also available under Accounting > Billing > Enter Bills.
  • Enhanced the ability to select a Court Location when entering a check payable to the court, from a list of court locations for that clerk, under Checks. Also available under Accounting > Checks > Enter Checks.
  • Added the Client Funds Balance (to include a popup detailing that balance) to the Checks screen, under Checks.
• Problems:
  • Updated the formatting / layout of the Problems page.

Contacts

• Increased the maximum length for the “Checking Company Name” field within the client settings from 50 to 100 characters, under the Clients > Settings > Checking tab.

Accounting

• Updated the Reconciliation Spreadsheet formatting so that it is more printer-friendly, under Accounting > Bank Account Recon > Recon Spreadsheet.
• New Account’s Client Reference field to the Billing CSV export file (if populated), under Accounting > Billing > Print Bills.
• Added the current case file balance to the file number popup on the Deposit screen, under Accounting > Deposits > Enter Deposits.
• Added the ability to enter a “`” (push symbol on the top left key below the “esc” key) in the File Number field on the Enter Bills, Enter Checks, and Enter Deposits screens to auto-enter the prior case file number used (when entering bills, checks, or deposits), under Accounting > Billing > Enter Bills, Accounting > Checks > Enter Checks, and Accounting > Deposits > Enter Deposits.

Administration

• Lookups:
  • Added the ability to add “Follow Up Reviews” to a Review Code’s configuration (which will prompt the user to add these Follow Up Reviews to the case file when that Review Code is deleted from the file), under Administration > Lookups > Case File > Review Codes.
  • New hover-overs to the “# Days” and “Allow Send To Outlook?” fields in the Review Code setup, under Administration > Lookups > Case File > Review Codes.
  • Enhanced the Transaction Types / Codes’ “Code” setup with a checkbox to “Add Invoice Number During Deposit”, which would prevent the transaction from appearing on certain bill / invoice formats (namely, the “Separate (with Retainer)” formats), under Administration > Lookups > Financial > Trans Types / Codes.
• Setup > Company > Accounting:
  • Added a second combined check report that includes the “Check Memo” in place of the “Type” column.
• Setup > Company > Advanced tab:
  • New “ClientFunds” and “ClientFundsWithColor” feature to display as red or green, depending on value as optional fields to include in the Email Subject Line and Status Bar Template.
  • Enhanced a company setting for “Show Stipulation Description” on the Litigation screen.
• Setup > Company > External Upload:
  • Added the ability to enable “External Uploads” and configure its associated settings, which allows non-CMP users to upload documents to a case file.
• Setup > Company > Automations:
  • New ability to set custom filter ranges on new field values that are required for a company automation to execute (for example, only wanting an automation to execute if the new field value is greater than $5,000.00).
• Setup > Document Templates:
  • Added the ability to build an input list / dropdown when prompting the user for an “ASK” question during the document merge process, by splitting the “Default Answer” field with pipe symbols (|).

General

• Enhanced Javascript popup when entering a future date in certain date fields that affect the Case File’s balance calculation.
• Added wrapping for better readability of error messages in the Event Log dialog popup.
• Plaintiff field now included in the “Global” CMPFind search, to also be included in the “Global” search results.