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Enhancement Blog

February 2024 Enhancement List

Featured Enhancements Added the ability to enter "!!" before text in a CMP grid search to search for values that do NOT match the subsequent text entered, such as "!!test" to find all entries that do NOT include the word "test". Added a "Client Funds Available" field...

January 2024 Enhancement List

Featured Enhancements Added logic to auto-open the "Add New Image" upload box when dragging a file over the Activity screen's activity note popup. New "Overdue Reviews" report with average days (per user and review group) from date due to today,under Administration...

December 2023 Enhancement List

Featured Enhancements Added the ability to send any files uploaded from the CMPOnline Client Portal to the Imaging Holds area of CMPOnline with meta data included, instead of being emailed, under Tools > Data Import > Imaging Holds. New ability to Add a "PIN"...

November 2023 Enhancement List

Featured Enhancements Added a company setting for using advanced letterhead templates with headers and footerswhen merging documents (must be enabled by a CMP administrator). New ability to add a "Principal" balance adjustment to an account from the Accounts...

October 2023 Enhancement List

Featured Enhancements New company setting that adds an "Add Note" icon to the CMPOnline menu bar that is always visible within all Case File screens, so that users can quickly add a "simple" activity note to a case file (must be enabled by a CMP administrator). Added...

September 2023 Enhancement List

Featured Enhancements Added ability for system administrators to move all case files within one client to another (existing) client, under Administration > Setup > System Maintenance. New ability to store multiple plaintiffs at the client-level and added the...

August 2023 Enhancement List

Featured Enhancements Added logic that will automatically save an "image" of any documents that are generated via the Case File > Documents merge process or through Batch Documents. The image will be tied to the Activity record that indicates that the document was...

July 2023 Enhancement List

Featured Enhancements Added the ability to view the email addresses that will be used when Emailing Selected Bills, under Accounting > Billing > Open Bills (with the Enhanced Email Automation feature enabled). New ability to add automations, allowing reviews and...

June 2023 Enhancement List

Featured Enhancements Added the ability to set up Company-level “automations”, to automatically add activity notes, reviews, and/or hold codes to a Case File based on an action taken, such as uploading an image, adding an activity note, adding a review, a field being...

May 2023 Enhancement List

Featured Enhancements Added a dropdown of Payoff reports to include the normal "Payoff Report" and two additional reports, "Payoff Report with transaction detail", and "Transaction Breakdown", under Case File > Financial > Balance. New ability for administrators to...

Help Documentation

Document User Prompts (Ask Fields)

Overview In this document, we will be looking at how to use Document User Prompts (Ask Fields) in CMPOnline’s document templates. If you are not already familiar with Document Templates in CMPOnline, please review our BASIC and ADVANCED document generation help files...

Company Settings: Company Tab

Overview In this document, we’ll be looking at the Company Tab of Company Settings. These settings allow administrators to set firm wide settings in CMPOnline. This is the first of several tabs in the company settings. We will be reviewing the other tabs in later...

Status Bar

Overview In this document, we’ll be looking at the status bar in CMPOnline. The status bar shows important information about the currently loaded case file and is available to view on all screens in CMPOnline. Setting the Status Bar Navigate to Administration > Setup...

Document Generation Selection Options

This document walks you through how to generate documents using the selection options for opponent, account, bank, and employer. This document requires prior knowledge of the document generation process, so if you are not familiar, please review our basic document...

File Status Codes

This document details the different File Statuses in CMPOnline to help indicate the current state of the file. There are five different states, such as “NPEN” (New File Pending), "NEWF" (Open File), "CLOS" (Closed File), "CLOP" (Closed File Pending), or "REOP"...

Litigation Screens

The litigation screen in CMPOnline is a vital way to track a case file’s court information when filing suit, judgments, and entering into settlement agreements. Main Information The Main Information tab is where you will track all major litigation information. This...

How to Set Up Hourly Billing

This document details how to configure service codes and set up hourly billing. Configuring Service Codes and Default Rates Before we can add hourly billing to a case file, we must first configure a service code to allow for hourly billing. To do this: Navigate to...

Terminology

Overview In this document, we’ll be looking at changing terminology in CMPOnline. This feature allows us to change the names of fields held internally within CMPOnline. Note, this is different from User Defined Fields. If you wish to find more information on UDFs,...

Opponent Declares Bankruptcy Procedure

Overview In this document, we’ll be looking in CMPOnline at processing a file when a debtor has declared bankruptcy. This will include several steps, such as adding bankruptcy details to an opponent, removing a payment arrangement, adding a hold code, then closing the...

Batch Documents

Overview In this document, we’ll be looking at batch documents within CMPOnline. Batch documents allow users to generate many documents at once, rather than on a case-by-case basis. Adding Batch Documents from the Tools Menu NOTE: Setup and knowledge of Custom...

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