Changelog

Product Changelog

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

  • New Feature: Client Referral Tracking

    When adding a new Lead, there is a new field next to the Lead Source that facilitates stating the ClientID of the Client that referred this Client. In addition, there is a new report under LMA/Client Referrals that displays all Leads that have referred and…

  • RPPS DMP File Format changes

    The RPPS DMP File format has been updated work with the new Client Budget architecture. In addition, the Student Loan budget item is passed as a separate category. The computation of Total Debt to Income Percentage has been updated to be more accurate. Max repayment…

  • Creditor Page Changes

    The Creditor fields are now grouped into different sections to make it easier to locate specific information. Fields have been added to track Creditor Policies/Benefits.

  • CSP Stats update in Client/Budget

    A new CSP stats table to more accurately display number of enrolled CSP Clients for the month has been added to the Standard Budget. The table is automatically displayed when at least on account linked with the Client participates in CSP.

  • Possible Missing FairShare Report

    A new Report has been added under DMA/RPPS & Checks/Possible FS Matches. The report displays ClientCredit records that may be missing FairShare based on the Creditor they are linked with.

  • Changes to Fixed Payment Creditors

    Creditors where payments are fixed, (i.e. Percent of Debt = No) such as Line of Credit and some Credit Union Loans now display the APR in the LMA. Previously, the APR was ignored and the value N/A was displayed in the Creditor table. Since some…

  • RPPS Trace and Batch numbers are Global

    In order to prevent collisions of RPPS Trace numbers for Companies that share the same RPPSID, the RPPS Trace and Batch number fields have been moved from the Company table to the Settings table. The new Settings fields are:– RPPS_BATCH_NUMBER– RPPS_TRACE_NUMBER

  • Import Return Files Changes

    The process of importing RPPS and Check Return Files has undergone the changes described below. RPPS Return Files are now processed system wide so that a return file only needs to be imported once even if multiple Companies share the same RPPSID. When selecting File…

  • CERP Report

    Updated: 2020.05.05 A new field have been added to the Creditor record: Peregrin CreditorID (set manually) The DMA / Client Creditors report has a new filter CERP Report. If set to Yes, only the CERP relevant columns are displayed in the report so that it…

  • CERP Support

    In order to support the Counselor Emergency Response Program (CERP), a new Hardship Indicator has been added to the CMA. The three Virus Related Hardships (VRH) were already added as part of EMS support and are available under the Lead/Budget tab. Steps required by the…