October 2026 Software Enhancements

Case File

• Main: 
  • A scrollbar is now available on the Propensity to Pay popup dialog for situations where it extends beyond the standard screen height. 
• Activity:
  • “Note Display” option was added to the “View Options” menu on the Activity screen to limit the number of lines of text shown in the “Note” column. 
• Imaging: 
  • Updated logic to Imaging’s “save image” processing to use the currently loaded Case File for Company Automations (so that changes are visible immediately, instead of after a case file refresh).
  • Improved error messaging when combining multiple images into a single PDF, making it easier to identify when a corrupted PDF file prevents the process from completing successfully.
  • CSS logic enhanced in CMP to help with grid flashing in rare cases when CMP attempts to wrap grid text and add a page scrollbar simultaneously.

Tools

• Custom Reporting:
• New option for CMP Super Users (and all users of firms where the Custom Reporting record count limitation is lifted) provided to override the 10,000 record limitation on Custom Reports.
• “Resp. Attorney Full Name” has been added as a custom reporting field to the “CaseFile” fieldset.
• Added new custom reporting fields for “PA Last Payment Effective Date”, “PA Last Payment Transaction Date”, “PA Last Payment Amount”, and “PA Last Payment Transaction Code” to the “Opponent / Debtor” fieldset in Custom Reporting (to include if the “Apply Any Payment Towards Payment Arrangement” option is checked).  

Accounting

• Billing > Enter Bills: 
  • The Enable Multi Select option is now available on the Accounting > Billing > Enter Bills screen, allowing users to mass delete billing entries.
• Deposits > Import: 
  • Enhanced Deposit Import to support any transaction type/code combination with the “Allow Deposits?” option enabled, rather than relying on a predefined list.
• Remittance: 
  • New Company Setting (must be enabled by a CMP administrator) provided so that new clients  to CMP are automatically added to a user-defined Remittance filter.

Administration

• Lookups > Financial > Trans Types / Codes: 
  • Added “Trustee” as a Payee Type option in the Transaction Types / Codes configuration, with support for checks generated through Document Packages and Company Automations. 
• Setup > Company > Advanced tab: 
  • New ability to set default “Communication Consent” values when a new phone number or email address is populated on the Opponent / Debtor screen. 
• Setup > Company > Automations tab: 
  • “Update Review” Automation Action is now available which provides the user the ability to update an existing review on a Case File if it exists.
  • Added the “Match on Opponent Id?” option to Company Automations when updating or deleting a Review providing greater control over which reviews are updated or deleted.  
  • A new “Limiting Script” configuration is now available to support more advanced Limiting Factors within Company Automations. Contact a CMP administrator for additional details.
  • Ability to trigger Company Automations when Closing a Case File added, along with options to trigger it based on specific closure reasons used during this process, which runs even when the file moves to Closed Pending status. 
  • Enhanced logic to recalculate the case file balance when any transaction is added to CMP via automations.
  • Added an “* Any Transaction *” option to the Add Transaction trigger in Company Automations (to include all transaction type / code combinations). 
  • Created the ability to send automated emails via Company Automations and Nightly Automations to Opponents / Debtors, as well as specify the “Send As User” and “send test email” (must have the Enhanced Email Automation feature enabled). 

General 

• Advanced log tracking implemented for ClearACH payments when the payment status is passed back to CMPOnline via overnight settlement.
• Created logic to prevent error messages from being reported when an Activity Type, Hold Type, or Review Code is used in a Company Automation, but subsequently removed from CMP. 
• Option added to change the “As Of Date” for the “Cases by Branch” reporting on the CMP Dashboard.
• Logic to the “Duplicate Client” routine updated to include Contact-level UDF fields as part of the “duplicate” process.
• “Delete” option added to the CheckController API for deleting unprinted checks in the checks to print queue.
• Created a PaymentVision CIF (single file) API end point. 
• Logic to CMPFind enhanced to speed up internal load time of this window.
• Extended the number of batch log entries retained for PaymentVision automated processes.
• Added User Preference option to “Disable DataTable Wrap when Printing” for users who prefer the non-wrapped version of printed grids.