March 2025 Software Enhancements

Case File

• Main:
  • New ability to right-click the Debtor Name, SSN, or Address to copy them to the user’s clipboard.
• Subrogation:
  • Added User Defined Fields 6 through 15 to the Subrogation screen (if enabled by a CMP administrator).
• Opponents / Debtors:
  • Enhanced Company Setting (must be enabled by a CMP administrator) to prevent Opponent / Debtor Payment Arrangements from advancing the Due Date beyond the next available due date, under the Case File > Opponents / Debtors > Financials tab.
• Activity:
  • New ability to auto-close the Activity Note dialog / popup grid after adding or editing an Activity Note and clicking “Save” (must be enabled by a CMP administrator).
• Imaging:
  • Added more detail to the error message received when attempting to package or combine PDFs, but one of the PDFs doesn’t allow packaging.
• Financial:
  • New Transaction Breakdown report which displays a “Misc” column for Miscellaneous Costs (enabled within the Company’s advanced settings), under Case File > Financial > Balance.
  • Added a Company Setting (must be enabled by a CMP administrator) to allow non-administrative users to view and edit Forced Breakdowns when editing a transaction, under Case File > Financial > Transactions.
  • Enhanced logic to the Transfer Funds button to ensure that funds are available before performing the transfer, under Case File > Financial > Transactions.
  • New ability to specify the Trust or Cost Account (if applicable) when Transferring Funds, under Case File > Financial > Transactions and Accounting > Transfer Funds.

Tools

• Custom Reporting:
• New Custom Reporting Field – Client Classification Code in the Client fieldset.

Accounting

• Deposits > Enter Deposits:
• Added a Company Setting (must be enabled by a CMP administrator) to display the Transaction Count and Unique Transaction Count, which is the actual number of checks being deposited, on the Deposit report.
• Enhanced logic to show Payment Arrangement information as part of the Case File popup that appears when entering a Deposit, as well as auto-select the Opponent / Debtor with a Payment Arrangement (if there is only 1 Opponent / Debtor with an arrangement).

Administration

• Reporting:
  • Added the ability to drill down into the Legal Statistics area of the Current Month Inventory reporting to view the case files that make up each category, under Administration > Reporting > Current Month Inv.
• Setup > Document Templates:
  • New Merge Fields:
    • Multiple BankGarnBankAgent*
    • Multiple WageGarnEmployerAgent*
    • ClerkDepartment
    • OpponentAlternateAddressLine
    • OpponentAlternateAddressBlock

General

• Added a system setting (must be enabled by a CMP administrator) to include Client-level images as part of the Email Attachment dialog (in the Enhanced Email Automation).
• New ability to Edit Activity Notes or Phone Call entries from any screen in CMP using the Activity Notes icon in the header bar.