There is a new field clientCreditClosedReason. Default options are: Not In Program Paid in Full Client Removed Creditor Removed Non Participating Creditor Insufficient Information Additional values can be added under System Management/System Codes When Closing a ClientCredit record, a reason can be provided. In the LMA,…

There is a new Setting key: NSF_FEES_BY_STATE. When a value is provided, it overrides the default NSF Fees when importing failed ACH payments. When blank, the system defaults are used. Example values: AZ:0,PA:25,WA:20  

The ability to import Credit Reports along with a Credit Score via the TransUnion API has been added. A new action, Pull Credit Report is displayed in the LMA / Creditors tab for members of LMAAdministrator and DMAAdministrator. Pulling the Credit Report via API performs the following…

A button has been added when adding a ClientACH record that links to www.routingcheck.com to look up the Bank name of a given Routing number. The bank information opens in a new window.  

In order for the NH Monthly Fee to be correctly computed, the estimated program term in months must be set for Leads. Previously, Projected Months was manually set by the user. Projected Months is now automatically set whenever a ClientCredit record is updated for a Lead…

In order to comply with the NH DMP Monthly Fee rule, a new Monthly Fee Schedule parameter, projectedMonths, has been added. This value is set in the Client / Admin tab and should be manually entered for all NH Clients.   Per: http://gencourt.state.nh.us/rsa/html/XXXVI/399-D/399-D-15.htm V. The licensee’s fees…

Step1 of the Extranet now displays the Client Date of Birth when showing the SSN. CoApps information is also displayed but not required.   Using the Settings tab, Clients can now update their address information and and phone numbers.          

CMA Reports/Views that have more than 4 filters allow you to save the current filters so that they can be recalled at another time.   To save the current filters, click on the Select a Custom Filter drop down and select Save current settings as a new…

When a call recording is made in the FreePBX system, a playback icon appears in the Duration column of the Call Log in the CMA. The recordings are either played back directly from the PBX or they are proxied via the CMA. Recordings may be proxied…

ClientCredit records can now be automatically linked with RPPS BillerIDs by clicking on Autofill BillerIDs. A match will only occur if the Biller Account Mask contains more than 2 literal characters. Generic matching patterns are ignored as these could result in incorrect matches.   If the…