Oct 31, 2022 | CMPOnline Enhancements
Featured Enhancements Ability to add / edit / delete phone calls, which are displayed similar to activity notes, under Case File > Activity.Must be enabled by an administrator. Added the ability to have certain hold codes prompt the user to remove the Payment...
Sep 30, 2022 | CMPOnline Enhancements
Featured Enhancements New ability for a user to change the “Default” service code used when doing hourly billing via the CMP Billing Timer.Found in User Preferences located top right of the application.Only visible if Billing Timer is enabled. Added the...
Aug 31, 2022 | CMPOnline Enhancements
Featured Enhancements New “Review Groups” so that a user can be assigned to multiple review groups that are not tied to their user type, under Administration > Lookups > Case File > Review Groups. Added a “Find Case File” button next to the...
Jul 31, 2022 | CMPOnline Enhancements
Featured Enhancements Added a search icon next to the “File #” field on the Deposit screen to more quickly locate the correct file number for a deposit, under Accounting > Deposits > Enter Deposits. New capacity for the system to automatically send an...
Jun 30, 2022 | CMPOnline Enhancements
Featured Enhancements Added the ability to view each Bank Account’s transactions (over a specified date range) with a drill down into the checks / deposits, under Accounting > Transactions. New ability for super administrators to easily restore case file images...
May 31, 2022 | CMPOnline Enhancements
Featured Enhancements Added an optional Popup Message field to the Case File > Main > Settings tab to provide a popup message when the case file is loaded or refreshed. New ability to save / load client filters on the Accounting > Remittance and Accounting > Billing >...
Apr 30, 2022 | CMPOnline Enhancements
Featured Enhancements CMPOnline will now allow you to assign reviews to a user group, in addition to a single user,such that the review will appear on multiple users’ “My Reviews” listing. Please contact a CMP Representative for more information. Case File Main New...
Mar 31, 2022 | CMPOnline Enhancements
Featured Enhancements New ability to “Favorite” a page by clicking the STAR icon on the left side of the CMPOnline ribbon, along with a Favorites icon in the header to access your favorite pages. Added an option to maintain a Fixed Header, leaving the top menu frozen...
Feb 28, 2022 | CMPOnline Enhancements
Featured Enhancements New “Locate Current File” option in CMPFind for re-running a search and returning to the last file that was loaded. Added bolding to certain columns on the Case File > Financial > Transactions grid when the transaction affects...
Jan 31, 2022 | CMPOnline Enhancements
Featured Enhancements Added a custom dictionary to the document screen, where users can right-click misspelled words for suggestions oropt to “Add to Dictionary” to add the word to the firm-wide custom dictionary, underCase File > Documents >...
