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)
