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General Case Management

35
  • Workflows
  • Understanding Settings Hierarchy
  • Status Bar
  • Returned Mail Feature
  • Renumbering or Deleting a Case File
  • Opposing Attorneys
  • Opponent Declares Bankruptcy Procedure
  • Misapplied Debtor Payments
  • Litigation Screens
  • Importing New Files
  • Imaging (Paperless Office)
  • Image Sharing
  • General Navigation Menus and Buttons
  • Financial Calculator
  • File Status Codes
  • Field Change History (Audit Log)
  • Favorites Feature
  • Editing Bad Phone Numbers and Addresses
  • Daily Dashboard
  • Creating a New Client (Part 2 of 2)
  • Creating a New Client (Part 1 of 2)
  • Creating a New Case File
  • Counties, Clerks, and Court Locations
  • Checking for Conflict Files and Problems
  • Case File Basics
  • Additional Opponent / Debtor Screens
  • Adding Wage and Bank Garnishments
  • Adding Payment Arrangements
  • Adding New Activity Codes
  • Adding Multiple Images to an Activity Note
  • Adding Hold Codes
  • Adding and Using Review Codes
  • Adding an Opponent / Debtor
  • Adding a Legal Status
  • Abbreviations

Security

4
  • Two-Factor Authentication
  • Security Features
  • Resetting Passwords
  • External Users

Add-Ons

3
  • Microsoft Outlook Add-On
  • Enhanced Email Automation
  • Adding an Enhanced Email Signature

Document Management

11
  • Merging PDF Templates
  • Document User Prompts (Ask Fields)
  • Document Letterheads
  • Document Generation Selection Options
  • Document Fragments
  • Creating Spreadsheet Templates
  • Building Document Expressions
  • Batch Documents
  • Basic Document Generation
  • Advanced Document Generation
  • Adding a Signature

Accounting

16
  • Void Checks
  • Transactions Check Register
  • Searching for Checks
  • Preparing and Finalizing Bills
  • Post Direct Payment to Client
  • Misapplied Debtor Payments
  • How to Set Up Hourly Billing
  • Generating a Client Remittance Report
  • Financial Calculator
  • Entering Client Invoice Payments and Unpaying Bills
  • Entering and Printing Checks
  • Contingency Rates and Buckets
  • Balance Calculation Basics
  • Adjusting Commercial Rates and Suit Fees
  • Adding Wage and Bank Garnishments
  • Accounting Reports

Preferences

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

Administration

15
  • User Defined Fields
  • Terminology
  • Status Bar
  • Resetting Passwords
  • Renumbering or Deleting a Case File
  • Reassigning Reviews, System Users, and Default Users
  • Image Restore
  • Company Settings: Company Tab
  • Batch Internal Status Updates
  • Automations
  • Assigning Attorney Bar Numbers
  • Adding New Activity Codes
  • Adding and Using Review Codes
  • Adding a Legal Status
  • Abbreviations

Tools

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

CMPOnline Support

1
  • SOS Support Line Access Instructions
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Field Change History (Audit Log)

Overview

Keeping track of changes is an important part of maintaining accurate records in CMPOnline. Many fields throughout the system include a feature that allows you to view a detailed history of changes, helping you see what was updated, when, and by whom. To access this information, look for the small chainlink icon next to the field label. Clicking the icon opens a pop-up displaying the Field Change History (Audit Log) for that specific field.

Viewing the Change History for a Specific Field

To see the history of changes for a particular field, click the chainlink icon next to the field label. This opens a pop-up window showing a chronological record of updates for that field. The grid includes the following columns:

  • Field Name – Typically matches the field name used in Custom Reporting or Documents, making it easier to locate the corresponding field.
  • Change Date – The date and time the change was made.
  • Change User – The user who made the change.
  • Old Value / New Value – Shows what the field value was changed from and changed to.

Click the arrows next to each column title to sort the column in ascending or descending order.

If a field has never been changed, this message will appear: “No data available in table.”

Field Change History Audit Logs

Why This Matters

Using the Field Change History helps you maintain accurate records, quickly identify who made updates, and ensure accountability across your team. It’s a valuable tool for auditing, troubleshooting, and staying on top of important changes in CMPOnline.

Audit Logs Video Highlight

Additional Features, Audit Logs, Case Management, File Alerts, New Files, Security, Share Files

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Table of Contents
  • Overview
  • Viewing the Change History for a Specific Field
  • Why This Matters
  • Audit Logs Video Highlight

CMPOnline by Case Master Pro
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Georgetown, FL 32139
phone: (386) 675-0177

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Software Features

  • Case Management
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  • Administration
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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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