May 31, 2021 | CMPOnline Enhancements
Featured Enhancements Added ability to set up recurring payments via the “Take Payment” button on the Case File > Main screen, if the payment processor allows them. Added search / filter box to the CMP search results grid. Please contact a CMP...
Apr 30, 2021 | CMPOnline Enhancements
Featured Enhancements New “Send To Outlook” feature in the Legacy Schedule that will send meeting invites (and cancellations) to your Outlook calendar in ICS format. CMPOnline now has the ability to accept payments and track balances in foreign currencies....
Mar 31, 2021 | CMPOnline Enhancements
Featured Enhancements Added ability to pull images from CMPOnline’s Case File > Imaging area into Outlook emails (using Outlook Add-in) Please contact a CMP Representative for more information. Case File Accounts: Added “SOL (Statute of Limitations)...
Feb 28, 2021 | CMPOnline Enhancements
Featured Enhancements Added ability to create Image Shares for temporarily sharing specific documents with any third party. Located under Case File > Imaging > Action button. Please contact a CMP Representative for more information. Case File Main: Added Client...
Jan 31, 2021 | CMPOnline Enhancements
Featured Enhancements New Outlook Addin that integrates with Microsoft Outlook versions 2010 and newer allowing users to send their emails directly to CMPOnline’s Imaging system. Added ability to accept credit card and/or ACH payments at the case file level (if you...
Dec 31, 2020 | CMPOnline Enhancements
Featured Enhancements New Outlook addin that integrates with Microsoft Outlook versions 2010 and newer allowing users to send their emails directly to CMPOnline’s imaging system. Please contact a CMP Representative for more information. User Preference Added User...
Nov 30, 2020 | CMPOnline Enhancements
Featured Enhancements Added feature to allow for multiple hold codes per Opponent, under Case File > Opponents > Contact Card NOTE: this feature must be enabled by a CMP representative. Case File Subrogation: Updated layout / design on Subrogation screen, added...
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...
