Case Master Pro
  • Home
  • Software Features
    • Case Management
    • Billing & Accounting
    • CMP Imaging
    • Administration
    • Security
    • Reporting
    • Document Management
    • Software Integration
  • Add-ons
    • Email Automation
    • Integrated Payments
    • Client Dashboard
    • Payment Dashboard
    • Outside Counsel Login
    • EDI Interfaces
    • Direct Check Module
    • Data Conversion
  • Resources
    • Help Documentation
    • Help Videos
    • Support
    • Debt Collection Blog
    • Software Enhancements
  • About Us
    • About Case Master Pro
    • Testimonials
    • Contact Us
  • Free Demo
Select Page

General Case Management

29
  • Abbreviations
  • Adding a Legal Status
  • Adding an Opponent / Debtor
  • Adding and Using Review Codes
  • Adding Hold Codes
  • Adding Multiple Images to an Activity Note
  • Adding New Activity Codes
  • Adding Payment Arrangements
  • Adding Wage and Bank Garnishments
  • Additional Opponent / Debtor Screens
  • Case File Basics
  • Counties, Clerks, and Court Locations
  • Creating a New Case File
  • Creating a New Client (Part 1 of 2)
  • Creating a New Client (Part 2 of 2)
  • Daily Dashboard
  • Editing Bad Phone Numbers and Addresses
  • Favorites Feature
  • File Status Codes
  • General Navigation Menus and Buttons
  • Image Sharing
  • Imaging (Paperless Office)
  • Importing New Files
  • Litigation Screens
  • Opponent Declares Bankruptcy Procedure
  • Opposing Attorneys
  • Status Bar
  • Understanding Settings Hierarchy
  • Workflows

Security

3
  • External Users
  • Resetting Passwords
  • Two-Factor Authentication

Add-Ons

2
  • Adding an Enhanced Email Signature
  • Microsoft Outlook Add-On

Document Management

10
  • Adding a Signature
  • Advanced Document Generation
  • Basic Document Generation
  • Batch Documents
  • Building Document Expressions
  • Creating Spreadsheet Templates
  • Document Fragments
  • Document Generation Selection Options
  • Document User Prompts (Ask Fields)
  • Merging PDF Templates

Accounting

13
  • Accounting Reports
  • Adding Wage and Bank Garnishments
  • Adjusting Commercial Rates and Suit Fees
  • Balance Calculation Basics
  • Contingency Rates and Buckets
  • Entering and Printing Checks
  • Entering Client Invoice Payments and Unpaying Bills
  • Generating a Client Remittance Report
  • How to Set Up Hourly Billing
  • Preparing and Finalizing Bills
  • Searching for Checks
  • Transactions Check Register
  • Void Checks

Preferences

3
  • Adding Top Buttons to Grids
  • Enabling Pop-Ups
  • Resetting Passwords

Administration

14
  • Abbreviations
  • Adding a Legal Status
  • Adding and Using Review Codes
  • Adding New Activity Codes
  • Assigning Attorney Bar Numbers
  • Automations
  • Batch Internal Status Updates
  • Company Settings: Company Tab
  • Image Restore
  • Reassigning Reviews, System Users, and Default Users
  • Resetting Passwords
  • Status Bar
  • Terminology
  • User Defined Fields

Tools

4
  • Adding a Legal Status
  • Custom Reporting
  • Importing Batch Images
  • Importing New Files

CMPOnline Support

1
  • SOS Support Line Access Instructions
View Categories

Enabling Pop-Ups

This document details the procedures to enable pop-ups in CMPOnline.

Steps in this process are very similar for each browser and operating system. We will detail below the general steps that apply to each browser, then include some browser specific instructions at the end.

Enable Pop-Ups

(Chrome, Edge, Firefox, Safari)

  • Open CMPOnline in a browser of your choice.
  • Navigate to the User Preferences area, located in the top right between the New Case File button and the Log Out button.
    • On this screen, you are able to test if your pop-ups are enabled for CMPOnline.
      Click “test popups”.
      • If a new window opens and you see the working popups screen, you already have yours enabled.
      • If a new window does not appear follow the instructions below.
  1. At the top of your browser window, within the address bar, click on the popups icon. If you cannot identify this icon, see below for browser specific reference.
  2. Simply click Allow and return to CMPOnline to test again.
  3. Now, after clicking “test popups”, you should be brought to a new window showing the working popup screen. If not, please contact us at support@casemasterpro.com and we will provide further assistance in correctly enabling popups for CMPOnline.

Browser Pop-ups Icons

Chrome
Edge
Firefox
Safari

Managing Browser Pop-Up Blockers Video Highlight

Browser Integration, Browser Settings, Documents, Pop-Ups, User Preferences
Share This Help Document:
  • Facebook
  • X
  • LinkedIn
Table of Contents
  • Enable Pop-Ups
  • Browser Pop-ups Icons
  • Managing Browser Pop-Up Blockers Video Highlight

CMPOnline by Case Master Pro
P.O. Box 252
Georgetown, FL 32139
phone: (386) 675-0177

Contact Us

  • Facebook
  • LinkedIn
  • YouTube
  • Twitter
  • RSS

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

Discover the Features Every Law Firm Needs

  • About Our Legal Case Management Software Company
  • Case Management Software
  • Debt Collection Software with Custom Reporting
  • Legal Billing Software
  • Legal Software Administration
Copyright © 2005-2025 Case Master, Inc. All rights reserved.