Adding a Legal Status

This document details the procedure to create and add legal statuses in CMPOnline.

Creating a Legal Status Code

• Start by navigating to Administration > Lookups > Case File > Activity.
• Click “Add new”
  • Enter a Description
  • Check the “Legal Status?” Box (Shown Below)
  • Optional Fields Include:
    • Default Note
    • Default Follow Up Review
    • Contact Attempt Type
    • “Add Transaction?” box
    • Transaction Type / Code
    • Default Amount
  • Click Save

Adding a Legal Status

• Start by navigating to Case File > Activity
• Click Add New
  • Choose the Activity Code set with the Legal Status property from the previous steps.
  • Optional Fields:
    • Comment
    • Note
    • Debtor
    • Follow Up Review
    • Existing or New Image
  • Click Save
• Save the Case File

You will now be able to view the last legal status on the main case file screen. (Shown Below)