November 2023 Enhancement List

Case File

• Main:
  • Included each Opponent / Debtor’s SSN and DOB if available to the Opponents’ detail accordion.
  • Added the Hold Date if populated to the listing of hold codes within the Opponent’s detail accordion.
  • Added the Current Balance to the Account details within the Accounts listing accordion (must be enabled by a CMP administrator).
  • New “CLOSED” notation to the Accounts Listing accordion for accounts with a closed date populated.
• Accounts:
  • Included the “Account Id” as an optional field on the Accounts Listing grid on cases with more than 10 accounts.
  • Added the “Current Balance” as an optional field on the Accounts Listing grid if stored and pre-judgment, on cases with more than 10 accounts, (must be enabled by a CMP administrator).
  • Added a company setting to always show the “Accounts” grid when viewing accounts,  regardless of the number of accounts on the case file,  (must be enabled by a CMP administrator) under Case File > Accounts.
• Subrogation:
  • Added a company setting to show Account-level User Defined Fields on the Subrogation screen, (must be enabled by a CMP administrator).
• Opponents/Debtors:
  • Updated the Opponents / Debtors screens with updated CMP-style grids on all tabs.
  • New “Lien?” field to the Opponent / Debtor Vehicle popup dialog, under the Case File > Opponents / Debtors > Financial tab.
  • Added “Auto Lien?” field to the Opponent / Debtor’s Litigation screen within the “Judgment Lien Certificate” fields if enabled popup dialog, under the Case File > Opponents / Debtors > Financial tab.
• Documents:
  • New ability to update the image note when imaging a document back to the case file, when the image description is not yet set for that document package.
  • Added a company setting to always show the Imaging pop up when imaging a document back to the case file so that the default Image Description / Note can be updated (must be enabled by a CMP administrator).
• Imaging:
  • New ability to open / view imaged Excel files in the DevExpress spreadsheet editor, and “image” any changes made back to the case file, under Case File > Imaging.
• Financial:
  • New company setting to process “Balance Adjustment” transactions prior to other transaction types if they fall on the same “Effective Date” during the balancing process, (must be enabled by a CMP administrator) under Case File > Financial > Balance.
  • New “Column Visibility” button added to the Balance Summary and Balance Detail grids under Case File > Financial > Balance.
  • Added “state save” functionality to the Balance Summary and Balance Detail grids, (must be enabled by a CMP administrator, to save grid changes) under Case File > Financial > Balance.
  • Added a “Type / Code” column (hidden by default) to the Transactions grid that shows the full type / code description for the transaction, under Case File > Financials > Transactions.

Tools

• Custom Reporting:
• Added the “Review Priority” field to the “Reviews” and “Last Review” fieldsets.
• New “Balance Start Date” field has been added to the “CaseFile” fieldset.
• Added “All Names (First / Last)” and “All Names (Last)” fields to the “CaseFile” fieldset for custom reports, to include aliases and client names.
• New “Review Count” field has been added to the “CaseFile” fieldset.

Accounting

• Deposits:
  • New logic to save the “More Options” settings on the Deposit screen if the user navigates away from this screen prior to posting the deposit, under Accounting > Deposits > Enter Deposits.
• Remittance:
  • Redesigned the Remittance screen to load the Client grid faster.
  • Added logic to save the name of the last filter loaded, to easily overwrite it when re-saving the filter.

Administration

• Lookups:
  • Added a setting to the Account Type lookup to determine if the “Original Debt Amount” field should be visible on the Accounts screen for that account type, under Administration > Lookups > Account > Account Types.
  • New logic to allow for nested document category “folders”, under Case File > Documents, configured under Administration > Lookups > Document > Document Categories.
  • Added a “NumberToEnglish” function which can be used in Document Expressions to convert numeric values to English words, with optional parameters to include cents or return value suffixes like “dollars”, under Administration > Lookups > Document > Document Expressions.
  • Built a new field “Include in Income Reporting” to the service code lookup, which when set will include the billing code as part of billing income on the “Payments Posted” graph, under Administration > Lookups > Financial > Service Codes.
• Reporting:
  • Current Month Inv.: New “% Paying (last 45 days)” pie chart.
  • Payments: Firm Fees (contingency fees) and Firm Billing to pull by ‘Include in Income Reporting’ service codes columns added to the Payments Posted graph.
  • Inventory, Payments, and Placements:  New logic has been added to dramatically speed up the initial load times of these administrative reports.
  • Placements: New “Average Age at Placement” pie chart.
  • User Activity: Added additional columns to the breakdown chart to include Activity Entered (notes with activity codes), Notes Entered (notes without activity codes), and Documents Generated.
• Setup:
  • New company setting for specifying if the system should use the debtor payment’s “Transaction Date” or “Effective Date” when adding “GPD” reviews on case files with a garnishment hold code, under Administration > Setup > Company.
  • New CF Account Dropdown format of “Account ID – Account Number / Account Description”, under Administration > Setup > Company.
  • Added a company setting to show the Opponent / Debtor’s SSN and DOB if available under each Opponent on the Deposit screen file number popover, under the Administration > Setup > Company > Accounting tab.
  • Added “AccountDescription” as a field that can be used for the “Status Bar Template” or “Email Subject Line Template”, under the Administration > Setup > Company > Advanced tab.
  • New logic to the Reassign User feature to update the Review Groups with the new user, under Administration > Setup > System Maintenance.
  • Added the ability to change the terminology for the “Client Reference” field at the account-level, under Administration > Setup > Terminology.
• Setup > Document Templates:
  • New Merge Fields:
    • Added new client merge fields for the account-level client (if the account-level client has been enabled by a CMP administrator). 
    • Added “CurrentBalanceStartDate” and “SelectedAccount_CurrentBalanceStartDate” enhancement fields as document merge fields.

General

• Updated the “Enter Case File #” box (top right of all headers) to use the CMP Find if the case file is not found and contains non-numeric characters.
• Added the “All Names (Last)” and “All Names (First / Last)” as options in the CMP Find.
• New logic to speed up case file and client listing load times when the system contains a large number of forwarding attorneys.
• Added a company setting to sort closed accounts (must have a closure date populated) to the bottom of any listing of case file accounts (must be enabled by a CMP administrator).
• Included the requestor’s IP address to the outgoing email when a password reset is requested to better identify phishing attacks.
• Added the “Client Phone #1” field as an option in the CMP Find.