Product Updates

Product Updates

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

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  • New Feature: Call Recording Transcriptions

    Client Support Software has integrated OpenAI’s text-to-speech API known as Whisper in order to optionally transcribe call recordings for customers that use our PBX hosting product. This feature will increase productivity and benefit CMA users by allowing them to quickly review the transcription of a…

  • Using Spyderbat for our SecOps

    How Client Support Software uses Spyderbat to secure its cloud native environment Client Support Software (CSS) is a leading provider of enterprise relationship management solutions for the debt and housing counseling industries. We help our clients streamline their workflows, improve their customer service, and grow…

  • Changes – 2022 Q4

    Many minor changes and enhancements have been made to the CMA during Q4. Details are available in the internal CMA Changelog.  The following is a highlight of changes: 🌐 PHP 8.1 compatibility achieved, setting new standards for the CMA! 📊 HUD reference data now updated…

  • Changes – 2022 Q3

    Many minor changes and enhancements have been made to the CMA during Q3. Details are available in the internal CMA Changelog.  The following is a list of relevant changes: 🤖 Daily Task creation made easy with our new automated Task Job and SQL magic! 📏…

  • Changes – 2022 Q2

    Many minor changes and enhancements have been made to the CMA during Q2. Details are available in the internal CMA Changelog. The following is a list of relevant changes: 📍 US zip code database now up-to-date with the 2022.03 release, keeping you on track! 📦…

  • New Feature: Waive NSF Fee based on Client’s Creditor

    There is a new System Setting: NSF_FEE_EXCLUDE_CREDITORIDS that allows listing CreditorIDs for which NSF Fees should not be charged. When importing the ACH failures, if a Client has an OPEN account that is associated with one of the CreditorIDs specified in NSF_FEE_EXCLUDE_CREDITORIDS, the following message…

  • New Feature: Custom SQL Reports

    We are excited to announce a new feature enhancement that will allow you to create custom SQL reports in our system. This feature will enable you to query data from various sources and generate reports that suit your specific needs. What is a Custom SQL…

  • New Module: HUD Approved CMS

    We are excited to announce that Client Support Software’s CMS for housing counseling agencies, has been approved by the U.S. Department of Housing and Urban Development (HUD) as a HUD certified Housing Counseling CMS, compatible with the Agency Reporting Module version 6 (ARMv6) specification. This…

  • New Feature: Auto-link Clients with a Marketing Campaign based on CallerID

    We are excited to announce a new feature enhancement for the CMA: Campaign Phone Tagging. This feature allows you to specify a phone number for each campaign you create in the CMA. A campaign tracks the source of Leads. If you set a campaign phone,…

  • Default Bank Algorithm and NSF Fees

    There is a new Setting key: NSF_FEE_STATE_FIELD which allows specifying which field is used to determine NSF fees that are applied when importing an ACH Failure file. Either clientAddressOrigState (the contract state) or clientAddressState (the client’s current state) can be specified. There is a new…