Oct 31, 2020 | CMPOnline Enhancements
Featured Enhancements Added “Help” page which links to YouTube videos related to help topics. To view the videos, click “Need Help?” at the top. Case File Reviews: Added logic to properly format “Time Due” when entering reviews. Financial >...
Sep 30, 2020 | CMPOnline Enhancements
Featured Enhancements Added ability to upload PDF forms to Administration > Setup > Document Templates for document merging. Added ability to batch import activity notes, under Administration > Batch Programs > Batch Notes. Case File Main Screen: Added ability to...
Aug 31, 2020 | CMPOnline Enhancements
Featured Enhancements Added ability to print the Balance Summary screen located under Case File > Balance > Balance Summary Added ability to send documents out for e-signature through DocuSign (with automatic imaging / new review once it is signed) Case File...
Jul 31, 2020 | CMPOnline Enhancements
Featured Enhancements Added ability to send all accounting “reports” (Checks, Bills, Deposits, Remits) as an outgoing email (in an attachment). Note: Please contact a CMP representative for more information about this add-on feature and to configure your...
Jun 30, 2020 | CMPOnline Enhancements
Featured Enhancements Added ability to send outgoing emails from the application, to include email template merging, automatic email imaging, and automatic case file notation. Added ability for Clients and Outside Counsel to login to CMPOnline. Note: Please contact a...
May 31, 2020 | CMPOnline Enhancements
Featured Enhancements Added ability to make outgoing phone calls automatically from the application. Note: Please contact a CMP representative for more information. Case File Main Case File Screen: New popup when clicking on the word “Client” above the client name....
Apr 30, 2020 | CMPOnline Enhancements
My Reviews Added ability to filter My Reviews with preset filters. Added ability to My Reviews grid so that user can re-order columns and show/hide columns. Added ability to delete a review from the My Reviews area. Added colors to the My Reviews area to highlight...
