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Adding a Legal Status

Table of Contents
  • Creating a Legal Status Code
  • 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)

Activity Codes, File Alerts, Legal Status
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Adding Hold CodesEditing Bad Phone Numbers and Addresses
Table of Contents
  • Creating a Legal Status Code
  • Adding a Legal Status

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