Doc Summary
Overview
User Preferences let you customize how CMPOnline looks and behaves for your individual workflow. Select the User icon in the upper-right corner of CMPOnline to access these options.
Account Settings and Utilities
- Change Password: Update your CMPOnline password by following the on-screen prompts.
- Refresh Grid States: Restore customized grid layouts to their defaults, including column order and visibility.
- Test Popups: Check whether your browser permits CMPOnline popup windows. Popups are required for certain functions, including document generation and billing.
- Get API Key: Access your key for authorized integrations, such as the Outlook integration. Keep API keys confidential.
- Time Zone: Choose the time zone used to display timestamps, including Case File activity dates. This changes the display, not the original recorded time.
Other Settings
- Disable Delete Prompt on Reviews? Deletes reviews without asking for confirmation.
- Show Top Buttons on Grid? Displays Add New, Edit, and Delete controls at the top of applicable grids as well as the bottom.
- Search Dropdown Start Only? Matches dropdown entries only when they begin with your search text; otherwise matches text anywhere.
- Case File Menu Always Expanded? Automatically expands the Case File navigation menu regardless of current screen.
- Keep Selection on Billing Screen? Remembers the last Billing view selected rather than returning to Unbilled.
- Keep Selection on Balance Screen? Remembers the last Balance view selected rather than returning to Overview.
- Fixed Header? Keeps the application header visible while scrolling.
- Enh. Email Signature? Configure a formatted email signature or retrieve a company-provided default (only available if Enhanced Email Automation is enabled for your firm).
- Main Screen/Debtors+Accounts Expanded? Automatically expands Opponents and Accounts on the Case File’s Main screen.
- Expand Debtor’s “More” Tab? Shows additional Opponent tabs, such as Litigation and Garnishments, directly rather than under the “More” dropdown.
- Expand Selected Contacts on Documents Screen? Shows Selected Bank / Employer / Contact area expanded on the Case File > Documents screen.
- Display Popup Warning For Case File Conflicts? Displays a warning when opening a case file with potential conflicts. Conflicts remain accessible under Case File > Problems even when this is off.
- Disable DataTable “wrap” when printing? Prevents table cell text from wrapping in printed grids.
- Enable Grid Keyboard Shortcuts? Allows the ability to click the Delete key to delete a selected item in a CMP grid.
- Billing Timer Service Code Default service code when adding billing from the billing timer, only available if hourly billing is enabled for the user.
- Outlook File Format Image Outlook messages in a specific format (e.g. MSG or PDF), only available with the Outlook Add-on.
- Default Find Selection Choose the search category initially selected when opening CMP Find.
- Default Image Description Choose the description prefilled when uploading images, which can be changed during upload.
NOTE: Select (recommended settings) to quickly apply CMPOnline’s suggested preference settings, including Show Top Buttons on Grid, Fixed Header, Expand Debtor’s More Tab, and Global Name/Address/Account Search as the Default Find Selection.
