May 2025 Software Enhancements

Case File

• Main:
  • Added a company setting (must be enabled by a CMP administrator) to add a Hold Code to an Opponent / Debtor when a recurring payment arrangement has been configured through CMP’s “Take Payment” feature, as well as remove that Hold Code when the recurrence is cancelled.
• Opponents / Debtors > Financials:
  • New vertical scroll bar to the Payment Arrangement History popup to prevent dialog box size issues.
  • Added the ability to use a “Weekly”, “Bi-weekly”, or “Bi-monthly” frequency (in addition to the “Monthly” frequency) to the Payment Arrangement calculator.
  • 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.
  • Added an “Apply All Payments to this Arrangement?” checkbox when setting up a Payment Arrangement for an Opponent / Debtor, where, if checked, payments made by any debtor on the case file would be applied towards that arrangement.

Tools

• Added a “Guardianship” fieldset and associated fields for Case Types that include the Guardianship screen, under Tools > Custom Reporting.
• Increased the width of the “Fields” listing while building a Custom Report, under Tools > Custom Reporting.
• Added the Judge Name as an optional column to the Legacy Schedule grid (if enabled by a CMP administrator), under Tools > Legacy Schedule.
• New Branch filter has been added to the Equifax export (if enabled by a CMP administrator), under Tools > Data Export > Equifax

Contacts

• Enhanced ability for users to override Company-wide settings on Transaction Types / Codes as they relate to updating Costs to Remit, Expenses to Retain, and more, at the Client-level, under the Contacts > Clients > Settings > Transaction Overrides tab.

Accounting

• Increased the maximum returned records from 100 to 500 on the Enter Bills screen, under Accounting > Billing > Enter Bills.
• Added logic to better handle Combined Checks in the Quickbooks Online export file, under Accounting > Checks > Print Checks.
• Added logic so that you can undo the last 20 final remits *or* any final remit within the last 60 days (assuming checks have not been printed), under Accounting > Remittance > Undo.

Administration

• Lookups > Case File > Case Types
  • Added the ability to override Company-level User Defined Fields based on the Case File’s Case Type.
• Setup:
  • Enhanced ability to default Payment Arrangements’ default user (for reviews) to a Review Group within the Company settings area, under the Administration > Setup > Company > Advanced tab.
  • Added the ability to attach a specific Process Server to an Opponent / Debtor based on a Company Automation, under the Administration > Setup > Company > Automations tab.
  • Enhanced ability to mark a “custom” Custom Reporting fieldset for “Internal” users only (firm users), under Administration > Setup > CR Fieldsets / Fields.
  • New ability to create custom User Defined Fields (by contact) for many of the contacts in CMP, under Administration > Setup > User Defined Field Labels.
• Setup > Document Templates:
  • New Merge Fields:
    • JudgmentExpirationDate.
    • Guardianship document merge fields for Case Types that include the Guardianship screen.
    • SelectedAccount_TotalAdjustments*.
    • JudgeUDF-* and ClientUDF-* for the new contact-level User Defined Fields.

General

• Updated the wording from “Submit Code” to “Send Code” on specific buttons used during the CMP Login process for sending the 2FA code to a user’s email / phone.
• Added the ability to provide a topic with CMPOnline support requests.