Product Updates

Product Updates

Product updates, new capabilities, platform improvements, and release notes for the Client Management Application.

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  • Extranet Contact Information

    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.          

  • Custom Report Filters

    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…

  • PBX Call Recording Playback

    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…

  • Auto RPPS BillerID matching

    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…

  • USPS API Integration for city, state, zip lookup

    The CMA is now integrated with the USPS API to perform city, state or zip lookup. To lookup City and State by Zip, the Client’s City field must be blank. Enter a zip code and then change focus to the City field by either tabbing…

  • Update DMP Response Date for manual Proposals

    The DMP Response Date was previously only set after importing RPPS returns. The Response Date is now updated for manual DMPs automatically. This occurs when the Proposal Status changes from an original value of [Queued or Pending] to a status other than [Queued or Pending].

  • Specify account to receive Extra Funds

    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…

  • DMP Proposal Generation DST Adjustment

    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.…

  • Send automatic email when generating Quarterly Statements

    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,…

  • Creditor / Clients – Phase filter

    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.