Dec 31, 2023 | CMPOnline Enhancements
Featured Enhancements Added the ability to send any files uploaded from the CMPOnline Client Portal to the Imaging Holds area of CMPOnline with meta data included, instead of being emailed, under Tools > Data Import > Imaging Holds. New ability to Add a...
Nov 30, 2023 | CMPOnline Enhancements
Featured Enhancements Added a company setting for using advanced letterhead templates with headers and footerswhen merging documents (must be enabled by a CMP administrator). New ability to add a “Principal” balance adjustment to an account from the...
Oct 31, 2023 | CMPOnline Enhancements
Featured Enhancements New company setting that adds an “Add Note” icon to the CMPOnline menu bar that is always visible within all Case File screens, so that users can quickly add a “simple” activity note to a case file (must be enabled by a...
Sep 30, 2023 | CMPOnline Enhancements
Featured Enhancements Added ability for system administrators to move all case files within one client to another (existing) client, under Administration > Setup > System Maintenance. New ability to store multiple plaintiffs at the client-level and added the...
Aug 31, 2023 | CMPOnline Enhancements
Featured Enhancements Added logic that will automatically save an “image” of any documents that are generated via the Case File > Documents merge process or through Batch Documents. The image will be tied to the Activity record that indicates that the...
Jul 31, 2023 | CMPOnline Enhancements
Featured Enhancements Added the ability to view the email addresses that will be used when Emailing Selected Bills, under Accounting > Billing > Open Bills (with the Enhanced Email Automation feature enabled). New ability to add automations, allowing reviews and...
Jun 30, 2023 | CMPOnline Enhancements
Featured Enhancements Added the ability to set up Company-level “automations”, to automatically add activity notes, reviews, and/or hold codes to a Case File based on an action taken, such as uploading an image, adding an activity note, adding a review, a field being...
May 31, 2023 | CMPOnline Enhancements
Featured Enhancements Added a dropdown of Payoff reports to include the normal “Payoff Report” and two additional reports, “Payoff Report with transaction detail”, and “Transaction Breakdown”, under Case File > Financial > Balance....
Apr 30, 2023 | CMPOnline Enhancements
Featured Enhancements Added ability to import zipped images in batch, under Tools > Data Import > Imaging. New “Deposit Warning” checkbox is now available within the Hold Codes setup. When checked, the hold code popup message (if populated) will...
Mar 31, 2023 | CMPOnline Enhancements
Featured Enhancements New ability to set up a Positive Pay Banking export option, under Tools > Data Export > Positive Pay(must be enabled by a CMP administrator).For more information on Positive Pay,visit https://www.investopedia.com/terms/p/positive-pay.asp...
