Aldo Gonzalez

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