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General Case Management

41
  • Abbreviations
  • Adding a Court Location
  • 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 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)
  • Creating and Assigning Reviews to a User Group
  • Daily Dashboard
  • Data Mining: Propensity to Pay
  • Data Mining: Suggest Next Action
  • Editing Bad Phone Numbers and Addresses
  • Favorites Feature
  • Field Change History (Audit Log)
  • File Conflicts, Resolutions, and Using X-Refs
  • File Status Codes
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  • General Navigation Menus and Buttons
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  • Importing New Files in a Batch
  • Litigation Screens
  • Misapplied Debtor Payments
  • Opponent Declares Bankruptcy Procedure
  • Opposing Attorneys
  • Payment Arrangements
  • Renumbering or Deleting a Case File
  • Returned Mail Feature
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  • Understanding Settings Hierarchy
  • User Preferences
  • Workflows

Security

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

Add-Ons

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

Document Management

13
  • Adding a Court Location
  • Adding a Signature
  • Advanced Document Generation
  • Basic Document Generation
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  • Creating Spreadsheet Templates
  • Custom Reporting Mail Merge Feature
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  • Document User Prompts (Ask Fields)
  • Merging PDF Templates

Accounting

24
  • Accounting Reports
  • Adding a Court Location
  • Adding Costs and Expenses to Retain
  • Adding Wage and Bank Garnishments
  • Adjusting Commercial Rates and Suit Fees
  • Balance Calculation Basics
  • Changing Print Scale When Printing Checks in CMPOnline
  • Contingency Rates and Buckets
  • Entering a Balance Adjustment
  • Entering and Printing Checks
  • Entering Client Invoice Payments and Unpaying Bills
  • Entering Deposits
  • Financial Calculator
  • Generating a Client Remittance Report
  • How to Set Up and Enter Hourly Billing
  • Misapplied Debtor Payments
  • Post Direct Payment to Client
  • Preparing and Finalizing Bills
  • Searching for Checks
  • Transactions Check Register
  • Transferring Funds
  • Trust Account Reconciliation Procedure
  • Unfinalizing, Editing, and Reprinting Bills
  • Void Checks

Preferences

4
  • Adding Top Buttons to Grids
  • Enabling Pop-Ups
  • Resetting Passwords
  • User Preferences

Administration

17
  • Abbreviations
  • Adding a Legal Status
  • Adding and Using Review Codes
  • Adding New Activity Codes
  • Assigning Attorney Bar Numbers
  • Automations
  • Batch Internal Status Updates
  • Batch Opening and Closing Files
  • Company Settings: Company Tab
  • Customizing Case Types
  • Image Restore
  • Reassigning Reviews, System Users, and Default Users
  • Renumbering or Deleting a Case File
  • Resetting Passwords
  • Status Bar
  • Terminology
  • User Defined Fields

Tools

8
  • Adding a Legal Status
  • Custom Reporting
  • Custom Reporting Mail Merge Feature
  • Data Mining: Propensity to Pay
  • Data Mining: Suggest Next Action
  • Importing Batch Images
  • Importing New Files in a Batch
  • Reassign or Copy Custom Reports

CMPOnline Support

1
  • SOS Support Line Access Instructions
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File Conflicts, Resolutions, and Using X-Refs

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Overview

This help document explains how to identify potential conflicts and data issues, review related case files, and manage X-Refs (cross-references) in CMPOnline.

The Conflicts and Problems check helps verify that case files contain required information and identifies open or closed files with matching data, such as a Social Security number or date of birth. When related files must remain separate, X-Refs allow you to link them without merging the cases, making their shared information easy to identify and review. 

When CMP Online Detects a Conflict

The Conflicts and Problems check runs automatically when you fully open a case file, allowing CMPOnline to immediately identify potential conflicts or missing information. You can also run the check manually at any time by navigating to Case File > Problems.

If a potential conflict is found, Conflict Files will appear in the X-Refs section in the upper-right corner of the Case Information screen. Click Conflict Files to review both the Conflict Files grid and the Case File Problems section.

Cross-reference related files in CMPOnline

The Conflict Files grid displays the conflict type and details, Opponent name(s), file balance, file number, status, and client code. 

Note: To open and review a conflicting file, double-click its row in the grid.

Cross-reference related files in CMPOnline

Resolving the Conflict

Cross-reference related files in CMPOnline
Cross-reference related files in CMPOnline

In the Conflict Files grid Actions column on the Case File > Problems screen, you can click “Add to x-refs” to cross-reference the related cases. Adding a file to X-refs now will display a banner (if enabled in Company Settings) across the top of the Case Files linked with the X-Ref information displayed. This allows for easy navigation between cross-referenced files.

Manually Cross-Referencing Files

You can also manually add a conflict between two cases by clicking the “X-Refs” hyperlink on the Case File > Main page. 

This action will open a dialog box and allow the user to fill out the File Number(s) that relate with the currently viewed File Number.

After entering all conflicts, click Save.

After adding a Cross Reference Conflict, it will now show on the Problems/Conflicts page in CMP Online under Conflict Files. 

Deleting a Manually Added X-Ref

If the conflict no longer exists or it was made in error, after opening the dialog box from the X-Refs hyperlink, click the trash can icon to delete one or all of the File Numbers from the Cross Reference dialog box. 

Manually Running a Conflict and Problem Check 

You can also manually run a scan to check for potential errors or missing information by simply navigating to Case File > Problems and clicking “Check It”.  This manual process will also perform a conflict check against other case files in the system and display the issues in the Conflict Files grid and Case Files Problems.

Conflicts, Resolutions, and Using X-Refs Video Highlight

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Table of Contents
  • Overview
  • When CMP Online Detects a Conflict
  • Resolving the Conflict
  • Manually Cross-Referencing Files
  • Deleting a Manually Added X-Ref
  • Manually Running a Conflict and Problem Check 
  • Conflicts, Resolutions, and Using X-Refs Video Highlight

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