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General Case Management

  • Adding Hold Codes
  • Adding a Legal Status
  • Editing Bad Phone Numbers and Addresses
  • Workflows
  • Imaging
  • Image Sharing
  • Adding Payment Arrangements
  • Creating a New Case File
  • Adding New Activity Codes
  • Creating a New Client (Part 1 of 2)
  • General Navigation Menus and Buttons
  • Understanding Settings Hierarchy
  • Creating a New Client (Part 2 of 2)
  • Importing New Files
  • Adding Wage and Bank Garnishments
  • Abbreviations

Security

  • Two-Factor Authentication

Add-Ons

  • Microsoft Outlook Add-On
  • Adding an Enhanced Email Signature

Document Management

  • Basic Document Generation
  • Advanced Document Generation
  • Building Document Expressions
  • Adding a Signature

Accounting

  • Searching for Checks
  • Generating a Client Remittance Report
  • Transactions Check Register
  • Entering Client Invoice Payments and Unpaying Bills
  • Preparing and Finalizing Bills
  • Adding Wage and Bank Garnishments
  • Balance Calculation Basics

Preferences

  • Enabling Pop-Ups
  • Adding Top Buttons to Grids

Administration

  • Batch Internal Status Updates
  • Image Restore
  • Reassigning Reviews, System Users, and Default Users
  • Adding New Activity Codes
  • Automations
  • Abbreviations

Tools

  • Importing New Files
  • Importing Batch Images

CMPOnline Support

  • SOS Support Line Access Instructions

Abbreviations

Table of Contents
  • Overview
  • Adding an Abbreviation
  • Using an Abbreviation
  • Abbreviation Video Highlights

Overview

This document details how to add abbreviations to CMPOnline. Among the other ways to save time using CMPOnline, including Automations, Workflows, and more, abbreviations allow users to save key phrases as several letters for quick use at any time.

Adding an Abbreviation

  • Navigate to Administration > Lookups > Case File > Abbreviations.
  • Click Add New.
  • Select where you would like to use this abbreviation using the type field.
    • Notes
    • Billing
    • Deposits
  • Enter the abbreviation in the Abbreviation field. For example, for the phrase Do not call the debtor. you may use the letters DNC.
  • Enter the full phrase in the Meaning field.

Using an Abbreviation

  • Navigate to the area your abbreviation will populate. This is the Type field selected when configuring your abbreviation.
  • Enter the abbreviation.
  • Press tab.

Abbreviation Video Highlights

Abbreviations, Case Management
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Table of Contents
  • Overview
  • Adding an Abbreviation
  • Using an Abbreviation
  • Abbreviation Video Highlights

CMPOnline by Case Master Pro
P.O. Box 5722
Gainesville, FL 32627
phone: (386) 675-0177

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Software Features

  • Case Management
  • Billing & Accounting
  • CMP Imaging
  • Administration
  • Reporting
  • Document Management
  • Software Integration

Add-on Features

  • Email Automation
  • Payment Processor Integration
  • Client Dashboard
  • Payment Dashboard
  • Outside Counsel Login
  • EDI Interfaces
  • Direct Check Module
  • Data Conversion

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