June 2023 Enhancement List

Case File

• Imaging
• Added the ability to set a different Image Description when viewing previously imaged DOCX files in the CMPOnline document viewer and saving them to PDF format.
• Financial > Transactions
• New “+” symbol to the Balance Adjustment popup dialog that allows the user to enter up to 4 balance adjustments at one time.
• Added a popup dialog to calculate the interest accrued between 2 dates on a user-provided amount and interest rate when entering balance adjustments.

Contacts

• New logic to suggest an unused contact “code” when adding a new contact for certain contact types.

Tools

• Custom Reporting
• Added more descriptive wording to some of the Filter Types used in the Custom Reporting filter popup.
• New company setting to store the “Case File Balance by Account” (for multi-count cases) for use in custom reporting (must be enabled by a CMP administrator).
• Added the “Schedule” fieldset (and associated fields) to Custom Reporting, if the Legacy Schedule is enabled in the Company Settings.
• Data Import > Excel Placements
• Added the ability to import the Branch and additional currency-related fields.
• New ability to import the Case Number and Judgment information (Date, Rate, Amounts) during an Excel Placement import.
• New ability to import the Judgment Interest Start Date (if enabled by a CMP administrator), the Opponent / Debtor Service Date, and the Opponent Bank / Wage Garnishment Code (or Company Name) during an Excel Placement import.
• Data Import > Potential Files
• Added the ability to view / update the Case Number and Judgment information (Date, Rate, Amounts) from the Potential File popup dialog.
• Added the ability to view / update the Judgment Interest Start Date (if enabled by a CMP administrator), the Opponent / Debtor Service Date, and the Opponent Bank / Wage Garnishment Code from the Potential File popup dialog.

Accounting

• Billing > Open Bills
• Added the ability to Zip multiple open invoices together using a specific naming conversion (must be enabled and configured by a CMP administrator).
• Checks > Print Checks
• Updated the Check Number and E-Portal Check Number fields to allow for larger numbers (beyond 9 digits).
• Deposits > Enter Deposits
• New ability to enter alphanumeric text into the “File Number” field on the Deposit screen which will auto-open the CMPFind option with that text searched.
• Remittance
• New logic to keep the detail section of the “Landscape with Balances*” reports together on the same page (instead of potentially crossing multiple pages).
• Added the ability to change the Remit Date on Final Remittances.

Administration

• Lookups > Case File > Case Types
• New ability to override whether a specific Transaction Type and Transaction Code combination affects the opponent/debtor balance on a case file, based on the Case Type (overriding the Transaction Type and Code’s settings).
• Setup > Company > Advanced
• Added a new Client Dropdown Format of “Company Name – Full Name”.
• Setup > Document Templates
• Updated the “Test Document” feature to speed up template testing generation by executing inline.

General

• Added logic to remove all non-numeric characters from the Case File “Quick Find” search string before searching for a case file, in the top navigation header.