May 2024 Enhancement List

Case File

• Main > Settings:
• Added the Suit Fee Rate to the “load rates / save current rates” logic when loading or saving bracketed rates, under the Case File > Main > Settings tab and under the Contacts > Clients > Settings > Remittance tab.
• Opponents / Debtors:
• Added a new “supplementary process” tab with associated fields to the Opponent / Debtor screen (must be enabled by a CMP administrator).
• Litigation:
• Increased the maximum length of the Case Number field on the Litigation screen from 30 to 100 characters.
• Activity:
• Added logic to auto-insert Reviews that are sent to Outlook into CMP’s Appointment table so that they are visible on the Activity screen (via the Appointments checkbox).
• Documents:
• Added logic to the document merge process to use the appropriate bar number for the “AttorneyBarNumber” merge field (and others) based on the Venue County’s state (if applicable).
• Reviews:
• New logic to automatically set a Review’s “Opponent” or “Debtor” field to the first Opponent on the Case File if the Review Code requires an Opponent *and* there is only 1 Opponent on the Case File.
• Financial > Transactions:
• Added a company setting (must be enabled by a CMP administrator) to allow the Remit Date to be entered on Court Cost transactions, which is used with firm-specific remittance styles.
• New ability to set (or not set) the Remit Date on a Voided Transaction when using the “Void / NSF” button.
• Added unprinted Client Funds Trust Account checks to the “Client Funds” detail popup, listed in italics.  Note, the “Client Funds” detail popup is also available on the Case File > Financial > Balance Screen and the Case File > Financial > Billing screens.

Contacts

• Added the ability to copy Client Settings from another Client when adding a new Client from the Contacts screen, under Contacts > Clients.
• New audit tracking to the client’s “Company Name” and “Title” fields, under Contacts > Clients.

Accounting

• Billing:
• Added an ability to enter a “dash” ( – ) in the File Number field on the Remittance, Enter Bills, Print Bills, and Transfer Funds screens to auto-enter the currently loaded case file number, under Accounting > *.
• New Excel Export feature to the printed bills / invoices, under Accounting > Billing > Print Bills.  The Excel icon is available in the top right corner of the new tab after the invoice is generated.
• Added a “Client Funds” balance column (hidden by default) with an option to click into the Case File’s Client Funds detail popup, under the Accounting > Billing > Open Bills > Enter Payments screen.
• Checks > Print Checks:
• New ability to finalize only a select range of Checks during the Check finalization process.
• Added text to the Check Print screen (and popup) to display the total amount of the selected checks for printing.
• Deposits > Enter Deposits:
• New company setting to change the default payment form used on the Deposit screen.
• Added a company setting to auto-enter refund checks on overpayments posted from the Deposit screen.
• Remittance:
• New company setting (must be enabled by a CMP administrator) to have the Client-level “Days To Hold Checks” override the Payment Form-level field of the same name during the remittance process and for reporting purposes.

Administration

• Lookups:
• New field for “Appointment Type” on the Review Code, to be used when sending a Review to Outlook, under Administration > Lookups > Case File > Review Codes.
• Added an option to Review Groups to only display files with a Venue County in the state that the current user is set to work business in (based on bar number / state) so that users do not see files assigned to their Review Group (under My Reviews) if they do not have a bar number in that state, under Administration > Lookups > Case File > Review Groups.
• Added a “Financial Field Display Order” field to the Account Type settings to re-order the display of the currency fields on the Case File > Accounts screen, under Administration > Lookups > Account > Account Types.
• Security:
• New ability to set multiple bar numbers (by state) for a system user, under Administration > Security > Users.
• Setup > Company > Advanced:
• Added a company setting to “Bypass Removing Reviews When Closing Files”.
• Added the ability to include the “ResponsibleAttorneyUserName” or “ResponsibleAttorneyFullName” to the CMPOnline status bar.
• Added a company setting to “Show X-Refs at top of Main Screen” to display any listed cross-reference files at the top of the Case File > Main screen.
• Added a company setting to “Show Problems on Main Screen”, allowing the firm to toggle the “Problems” message on or off on the Case File > Main screen.
• Setup > Company > Automations:
• Added the ability to set a “New Field Value” when triggering company automations to only trigger the automation when the field is updated to the value entered.
• New Merge Fields: 
• Opponent1County
• Opponent2County
• Opponent3County

General

• Updated the CMP Outlook add-on logic to check the subject line first for the correct case file number (prior to the “From” email address) and added a more accurate matching algorithm to this process based on the current Case File numbering scheme.
• Added a scrollbar to SweetAlert popups with messages that were very long to prevent them from extending beyond normal screen sizes.
• New ability to click to drill into the client’s contact information from the CMPOnline status bar.
• Added META tags to the Login screen to prevent search crawlers from indexing that page.