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General Case Management

36
  • 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
  • Checking for Conflict Files and Problems
  • 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
  • Field Change History (Audit Log)
  • File Status Codes
  • File Tags
  • Financial Calculator
  • General Navigation Menus and Buttons
  • Image Sharing
  • Imaging (Paperless Office)
  • Importing New Files
  • Litigation Screens
  • Misapplied Debtor Payments
  • Opponent Declares Bankruptcy Procedure
  • Opposing Attorneys
  • Renumbering or Deleting a Case File
  • Returned Mail Feature
  • Status Bar
  • Understanding Settings Hierarchy
  • 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

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

Accounting

17
  • 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
  • Entering Deposits
  • Financial Calculator
  • Generating a Client Remittance Report
  • How to Set Up Hourly Billing
  • Misapplied Debtor Payments
  • Post Direct Payment to Client
  • 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

16
  • 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
  • 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

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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Returned Mail Feature

Overview

CMPOnline’s “Returned Mail” feature allows for users to mark if a debtor has returned mail. This feature also indicates to users that a debtor has returned mail by highlighting their address red on the main case file screen. This document will detail how to turn on the “Returned Mail” feature, how to mark if an opponent has returned mail, and where to find the address in red on the main case file screen.

Note: If you do not see the “Opponents” section in any step, keep in mind that terminology may be customized to “Debtors”, “Tenants”, etc. depending on the case type of the file.

Turning on the “Returned Mail” Feature

  • Navigate to Administration > Setup > Company > (Advanced)
  • Scroll down to the “Opponent Settings” section.
  • Check the “Show Returned Mail” checkbox.
  • Click “Save”, either at the bottom of the page or in the header.

Marking if an Opponent has Retuned Mail

  • Navigate to Case File > Opponents.
  • At the bottom, below the address, check the “Returned Mail” box.
  • If you do not see this Returned Mail box, ensure the previous “Turning on the “Returned Mail” Feature” steps have been completed and saved correctly.

Viewing a File with Returned Mail

  • Navigate to Case File > Main.
  • Under the “Opponents” section, click the plus sign to expand the opponents cards.
  • If the Returned Mail box has been checked, the address will now appear in red.
Note: The “Returned Mail” checkbox does not add reviews to the case file for further case handling. To add a review manually, please see our “Adding and Using Review Codes” help document.

Returned Mail Feature Video Highlight

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Table of Contents
  • Overview
    • Note: If you do not see the “Opponents” section in any step, keep in mind that terminology may be customized to “Debtors”, “Tenants”, etc. depending on the case type of the file.
  • Turning on the “Returned Mail” Feature
  • Marking if an Opponent has Retuned Mail
  • Viewing a File with Returned Mail
    • Note: The “Returned Mail” checkbox does not add reviews to the case file for further case handling. To add a review manually, please see our “Adding and Using Review Codes” help document.
  • Returned Mail Feature Video Highlight

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