Changelog

Product Changelog

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

  • 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.

  • Creditor Alias displayed in LMA

    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.

  • Manager Report Export View

    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.  

  • New Task functionality

    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…