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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
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Favorites Feature

Overview

This document provides step-by-step instructions on configuring and using the Favorites feature in CMPOnline. By setting up Favorites, users can efficiently navigate to their most frequently visited pages, improving workflow and accessibility.

Before proceeding, it’s important to understand where your Favorites are located within CMPOnline. These Favorites are distinct from your browser’s bookmarks and are designed exclusively for your CMPOnline experience.

Adding Screens to Favorites

CMPOnline allows you to save any screen as a favorite for easy access. To add a screen to your Favorites menu:

  • Locate the star icon in the top left corner of any screen.
  • Click the star to turn it from black to white—this adds the screen to your Favorites list.
  • Once a screen is added, it will be accessible via the Favorites menu.

Note: Favorites are listed in the order they are added. To change the order, a screen must be removed using the same steps as above and re-added in the desired position.

Unfavorited Page:

Favorited Page:

Viewing Your Favorites

To view and navigate to your saved favorite screens using your mouse:

  • Click the Favorites star in the top right menu.
  • A dropdown list will appear displaying all of your saved favorite screens.
  • Select the desired screen to open it immediately.

For even faster navigation, you can access your first nine favorite screens using a keyboard shortcut:

  • Press Alt + [Number], where the number corresponds to the order of the screen in your Favorites list.
  • For example, if your first favorite is Case File > Financial > Transactions, pressing Alt + 1 will open it instantly.
  • This feature enhances workflow efficiency by minimizing clicks and allowing rapid screen transitions.

Favorites Feature Video Highlight

Additional Features, Bookmarks, Case Management, Favorites, General Navigation, Tools, User Preferences
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Table of Contents
  • Overview
  • Adding Screens to Favorites
  • Viewing Your Favorites
  • Favorites Feature Video Highlight

CMPOnline by Case Master Pro
P.O. Box 252
Georgetown, FL 32139
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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