July 2025 Software Enhancements

Case File

• Main:
  • Added logic to pull the “address” information from the Opponent / Debtor when selecting them under the “Take Payment” screen, if using the PaymentVision payment processor.
  • New logic so that an activity code can be automatically added to a case file when a recurring payment plan is set up through CMP’s integrated “Take Payment” button.
  • Enhanced ability to charge stored payment tokens in the “Take Payment” popup (if using PaymentVision as your payment processor) to speed up the time to take a call in payment.
  • Ability to view detailed information on stored payment tokens in the “Take Payment” popup, if using PaymentVision as your payment processor, as well as remove them from the debtor’s account.
• Personal Injury (if set up in CMP as a custom case type):
  • Added the ability to add a new Provider Miscellaneous Contact or Insurance Company from the “Charges” tab of the Personal Injury screen (if enabled for the Personal Injury case type).
• Opponents / Debtors:
  • New company setting to enable Payment Arrangement “Keep Fees” (fees due to NSF, reinstatement, etc.) that are kept by the firm and withheld from the next deposited payment transaction, setup (must be enabled by a CMP administrator) under the Case File > Opponents / Debtors > Financial tab.
  • Enhanced logic to include the Garnishee Attorney dropdown on the Opponent / Debtor Garnishments screen with the “UseAJAXInSelect2ForAttorneys” company setting (must be enabled by a CMP administrator) to speed up Opponent / Debtor screen load times, under Case File > Opponents / Debtors > Garnishments tab.
  • Added audit log tracking, change tracking, for Case File-level and Opponent-level User Defined Fields.
• Activity:
  • New ability to add Phone Calls to the Activity screen for contact types other than Debtors on the Case File, such as Clients and Courts (if enabled by a CMP administrator).
• Imaging
  • Ability to send a modified PDF to CMP’s Imaging system from the PDF Page Extraction tool.
• Reviews:
  • Added a company setting to give users the ability to update a review’s “Date Due” from the My Reviews screen (turned off by default).
• Financial:
  • Updated the Void / NSF reviews that are added when voiding a debtor payment (DP transaction type) to include the review text, in addition to the voided check’s information, under Case File > Financial > Transactions.
  • Enhanced setting to include un-printed checks as part of the balance calculation, (must be enabled by a CMP administrator) under Case File > Financial > Balance.

Tools

• New ability to include PDF document templates in the Batch Documents logic, under Tools > Batch Documents.
• Custom Reporting:
  • Added an “* ALL *” Fieldset option to Custom Reporting to allow users to peruse / search all of the Custom Reporting fields available.
  • Added a company setting to allow external users to build their own custom reports, (must be enabled by a CMP administrator).
  • New Custom Reporting Fields:
    • Added fields to “CaseFile” fieldset:
      • All Account Numbers
      • Primary Account Number

Accounting

• Featuring new Reconciliation Assistance reporting to the Reconciliation Spreadsheet tool, under Accounting > Bank Account Recon > Recon Spreadsheet.
• Added a “Next Charge Date” field added to the Recurring Payments grid (if enabled by a CMP administrator), under Accounting > Deposits > Recurring Payments.

Administration

• New ability to prevent users from adding or editing Custom Reports, under Administration > Security > Security Groups.
• Enhanced ability to set security on the “Add New”, “Edit”, and “Delete” buttons when adding or altering checks (under Case File > Financial > Checks), via Form Security, under Administration > Security > Form Security.
• Lookups:
  • Added the ability to override Company-level and Case Type-level User Defined Fields based on the Account’s Account Type, under Administration > Lookups > Account > Account Types.
• Added a setting within the Case Type to allow bills / invoices to generate for case files with that Case Type (this setting is enabled by default), under Administration > Lookups > Case File > Case Types.
• Setup:
  • New area to set up groupings for different combined check “vendor codes” to tie them together when printing checks, such as grouping specific process server checks and miscellaneous payee checks onto a single combined check, under Administration > Setup > Company > Vendor Check Groups.
  • Company > Advanced tab: 
    • Added the ability to set a Default Process Server at the Company-level, to be used when requesting a check if the Process Server is not selected on the Opponent / Debtor’s Litigation screen nor on the Opponent / Debtor’s County (Default Process Server), for firms who always use the same process server.
      
  • Document Templates:
    • Updated the document merge field listing so unused User Defined Fields are not included in the list.
    • Added the ability for CMP to build a table in a document template with a Document Expression merge field, where the system converts the output’s “tabs” as a new cell and “enters” as a new row (note that the Document Expression field name must end in “_TABLE”) (please see a CMP Administrator for further instruction).
    • New Merge Fields:
      • Added Subrogation-based merge fields for:
        • “OpponentOwnerDriverValue” 
        • “OpponentOwnerDriverText”

General

• Enhanced the ability to use “Activity” abbreviations as part of the Phone Call Notes field (if this feature has been enabled in company setup).
• Increased the width of the CMP Find window, added the ability to show / hide columns (and save those changes), and removed the “Advanced” Find option.
• Added company settings (must be configured by a CMP administrator) and fields for recurring payment plans setup in CMP, through PaymentVision, to reduce the recurring amount to the current balance, if the current balance is less than the recurring amount (up to a user-configurable limit) to properly pay off the full balance.