Featured Enhancements
Added ability to pull images from CMPOnline’s Case File > Imaging area
into Outlook emails (using Outlook Add-in)
Please contact a CMP Representative for more information.
Case File
- Accounts:
- Added “SOL (Statute of Limitations) Date” field to the Case File > Accounts screen, and as a document merge field and custom reporting field. To enable this field, go to Administration > Lookups > Account > Account Types, and check the “Show SOL Date?” option.
- Updated system to automatically load the (new account) window when adding an account under Case File > Accounts.
- Opponents:
- Added Payment Arrangement History tracking, with drill-down details, under Case File > Opponents > Financial.
- Subrogation:
- Added Claim Allocation grid to Case File > Subrogation screen. To enable this feature, go to Administration > Setup > Company > Advanced.
- Activity:
- Added “Legal Status” checkbox to Activity Codes popup. If the checkbox is checked, the activity will show up as a “Legal Status” on the Activity screen in blue bold font, and the most recent “Legal Status” will appear on the Main Case File screen in the blue information box. To enable this feature, go to Administration > Setup > Company > Advanced.
- Financial:
- Added ability to disable (or temporarily turn off) the stipulation when viewing a balance, under Case File > Financial > Balance.
Contacts
- Added Images link on Client and Judge grid listing, under Contacts > Clients and Contacts > Judges so that images and documents can be added / saved to these contacts.
- Added ability to “Mask Account Number in Documents”, set at the Client level, under Contacts > Clients > Settings.
Tools
- Custom Reporting:
- Added feature to “Built-in Reports” (under Tools > Custom Reporting) to allow users to run custom queries built by system administrators.
- Added ability to query “Last Image”, in Tools > Custom Reporting.
- Added hyperlinks to file number field in grid under Tools > Legacy Schedule.
Accounting
- Added “Allow Deposits” checkbox to Transaction Types popup to determine if the transaction type allows entries on the Accounting > Deposit screen.
- Added “Allow Deposits” checkbox to Transaction Codes popup to determine if the transaction code allows entries on the Accounting > Deposit screen.
Administration
- Added ability to show / hide “Duplicate Case File” button (and set the default client for the duplicated case file) on the Case File > Main > (Settings) screen, setup under Administration > Setup > Company > (Advanced).
- Added ability to show “Collections Only” checkbox on the Case File > Main screen, setup under Administration > Setup > Company > (Advanced).Added “Show Lost Document?” checkbox, under Administration > Lookups > Account > Account Types. If enabled, “Copy of Note Lost?” checkbox will appear on the Case File > Account screen.
- Added Company Setting for “Show Email Designation Date(s)”, under Administration > Setup > Company > Advanced.
- Added ability to view and manage Work Queues, setup under Administration > Setup > Company > Advanced.
- Added “Check Loss/Default Date in Problems?” checkbox under Administration > Setup > Company > Advanced.
- Added “Show SOL (Statute of Limitations) Date” field to the Account Type setup, under Administration > Lookups > Account > Account Types.
General
- Added document merge fields for “Bank Garn Attorney Email Address” and “Wage Garn Attorney Email Address”.