June 2022 Enhancement List

Case File

• Main
  • Updated logic to prompt the user regarding the case file’s contingency rate when updating the Outside Counsel Rate field, under the Case File > Main > Settings tab.
  • Added hover-overs to the Case File > Main > Settings screen for various fields.
• Accounts:
  • New account Closure Reason lookup and dropdown field (to replace the standard text field),
    under Case File > Accounts (must be enabled by a CMP administrator).
• Subrogation:
  • Created an “Insured Type” field to the Case File > Subrogation > Insured tab for Subrogation cases and included this field in custom reporting.
• Opponents:
  • Updated logic / new Payment Schedule report to the “Payment Calculator” so that interest can be included in the amortization calculations, under the Case File > Opponents > Financials tab.
  • New Vehicle “Title Number” field on the Case File > Opponents > Financials tab when adding new vehicles, which is also included as a document merge field and in custom reporting.
  • Added an opponent-level Court Reporter dropdown field which is used for Checks / Document Merging, under the Case File > Opponents > Litigation tab.
• Litigation:
  • New additional judgment balance bucket (must be enabled by an administrator).
• Activity:
  • New ability to display only “Legal Statuses” in the Activity dropdown when adding or updating activity notes, under Case File > Activity.
    
• Imaging:
  • Updated the Case File > Imaging > Package Images (ZIP) logic to use better file naming conventions (Description_Note_Date.Ext format).
  • Added logic to prevent external users (like Clients and Outside Counsels) with logins in CMPOnline to create Image Shares, under Case File > Imaging.
• Financial > Balance:
  • Enhanced logic to allow for the balance calculation to continue processing without Case File > Account data (and when the case type requires an account) if the case file has a judgment or stipulation, under Case File > Financial > Balance.

Contacts

• Renamed and moved the “Check Payees” lookup from ‘Administration > Lookups > Financial > Check Payees’
  to ‘Contacts > Misc Vendors’.
• Rebuilt the Court Reporter contact so that it was no longer tied to the county
• Added optional fields for “Default Judge”, “Default Process Server”, and “Default Court Reporter” to the county, under Contacts > Counties.

Tools

• Verify Documents:
  • New feature to save the user’s “Use Document Created Date” selection
    option, under Tools > Verify Documents.
• Custom Reporting:
  • Added a “Guarantors” fieldset for pulling Guarantor fields (if the case file has an opponent marked as a guarantor, or the first opponent if not), under Tools > Custom Reporting.
  • New custom reporting fields added within the following fieldsets:
    • Guarantor fieldset:  All applicable guarantor fields
    • Opponent fieldset:  Vehicle Title Number
    • Subrogation fieldset:  Insured Type

Accounting

• Updated ability to issue a check (under Case File > Financial > Checks, and under Accounting > Checks > Enter Checks) to a different Clerk, Court Reporter, or Sheriff other than the one that is assigned to the case file.

Administration

• Added ability to set up Reviews to be added / removed based on the Document Component (within a document package), under Administration > Lookups > Document > Document Packages.
• Added ability for super administrators to edit the zip code mappings, under Administration > Setup > Zipcodes.
• New toggle to the Account Type lookup for showing / hiding the Account Closure fields (date / reason),
  under Administration > Lookups > Account > Account Types.
• Created field “Garnishment?” to the hold code lookup to specify if the opponent’s hold code is a garnishment hold code (which automatically updates the GPD review when posting payments), under
  Administration > Lookups > Opponent > Hold Codes.
• Added the ability to set security on the Legal Statuses, Transactions, and File Footprints checkboxes on
  the Case File > Activity screen, under Administration > Security > Form Security.
• Setup > Company > Advanced:
  • New ability to change the default case type when opening new case files from “Debt Collection” (the current default), under the Administration > Setup > Company > Advanced tab.
  • Added a company setting to change the system user dropdown format throughout CMPOnline, under the Administration > Setup > Company > Advanced tab.

General

• Added ability to receive Two Factor Authentication code via e-mail, if the Twilio SMS service is down.
• Updated logic to the top-right “Case File #” area so that a right-click on this information will copy the currently loaded file number to the clipboard.
• New document merge fields added:
  • ContingencySuitFeeRate
  • CurrentContingencyRate
  • CurrentContingencyRateText
  • ClientContingencyRate 
  • ClientContingencySuitFeeRate
  • Vehicle Title Number