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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

Security

  • Two-Factor Authentication

Add-Ons

  • Microsoft Outlook Add-On

Document Management

  • Basic Document Generation
  • Advanced Document Generation
  • Building Document Expressions

Accounting

  • Searching for Checks
  • Generating a Client Remittance Report
  • Transactions Check Register

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

Tools

  • Importing New Files

Adding Top Buttons to Grids

Table of Contents
  • Adding Top Buttons
  • User Preferences Video Highlight

CMPOnline allows you to customize your experience with some key features. In this document, we will look at how to add the “New”, “Edit”, and “Delete” buttons to the top of CMPOnline grids.

Adding Top Buttons

First, navigate to the user preferences area by clicking the Preferences icon in the top right. (Shown as Step 1)

Next, check the “Show Top Buttons on Grid?” box. (Shown as Step 2)

Finally, click “Save”.

Buttons, shown as a plus, minus, and edit symbols, will now appear at the top of CMPOnline grids. These can be used the same as the corresponding buttons at the bottom of each grid.

User Preferences Video Highlight

User Preferences
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Table of Contents
  • Adding Top Buttons
  • User Preferences Video Highlight

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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