Aldo Gonzalez

The following changes allow prioritization of the ClientCredit account that receives extra funds when Disbursements are automatically generated. This applies to Clients with Monthly Payments and not Clients with Split Payments.

New field: Default Extra Funds

When set to Yes, a message is displayed in the Monthly column.

When closing an account that has the value set to Yes, the following is displayed:

When generating Disbursements, extra funds that can be allocated will be added to the specified account.

The DMP Proposal Generation view computes a Can Send DMP On date. This date determines when a proposal can be sent to Creditors. When the first or next Disbursement date occurs after a Daylight Saving Time adjustment, the computed date fell at 11pm the previous day.

e.g. when the Can Send DMP On date should fall on 02/24/2018, 02/23/2018 11pm was being computed. Because the hour is not displayed in the column, it appeared that the proposal should be available to transmit on 02/23/2018.

The logic has been updated to add 1 hour to the Can Send DMP On date to fix the issue.

In addition, there is a new Notice icon that details when a Proposal cannot be transmitted. The Error column has been combined into the checkbox column.

There is a new optional Setting variable that can be used to specify a DocumentTemplateID to automatically email to Clients when generating the Quarterly Statement. Example uses include a notice pointing the Client to the Extranet or the Quarterly Statement itself.

To use this option, under System Management/System Settings, set the value of DOCUMENTTEMPLATEID_DMA_QUARTERLY_STATEMENT_EMAIL to the DocumentTemplateID of the email to be sent to Clients when the system generates the Quarterly Statement.

When editing a Creditor in the DMA, the Clients tab has a new Phase filter and column. Previously, only Phase Client was displayed in the results.

Creditor Aliases are now displayed in the Creditor dropdown within brackets [] in the LMA. The Aliases are searchable.

When searching for a Creditor, e.g. “ge money”, all Creditors that have that value within their Alias are displayed.

Aliases are specified in the DMA/Creditor section.

The Manager Report now has an Export View button that will export the contents of the view.

This is in addition to the Export Client Information as CSV  Action which generates a file with Client address and Creditor information.

A Zip column as also been added.

Starting with version 10 of the CMA, a list of new features will be detailed on this site. Please check back to see what’s new.

New Task Functionality

In order to provide the capability for a more customized workflow experience, the following modifications have been made to Task functionality in the CMA.

• Ability to add/delete custom Tasks (Tasks cannot be deleted if there are existing ClientTasks linked to them — they must be unused). Custom Tasks begin with an ID of 1001 to differentiate from existing Tasks

1. Specify which Tasks are “System Tasks” — Tasks that are hardcoded into the source code for a variety of reasons. Examples are Paperwork, Disbursement Failures, Requests, etc.
2. New drop down of available Icons
3. A Task can be its own Parent (Self Parent) if it already has another Parent Task. This is useful for recurring tasks like Account Auditing and Balance Verification.
4. Specify a list of Tasks to automatically close upon Task creation
5. Specify a list of Tasks to automatically close upon Task completion
6. Ability to specify a Default Note that is included in all Tasks of this type. Useful for predefined checklists.

Manager Report