Similar to how Leads can be assigned to Users, Clients can now be assigned to Users. Assignment can be performed via the Admin tab in the Client record or in bulk via the Manager Report. Filters and columns have been added throughout DMA Reports including:…

In order to improve the process of creating a Payment record for payment date change requests, a new shortcut has been added to the Client/Accounting/Payment tab. The shortcut can be enabled if Payment Change fees are used by setting to System Setting variables: PAYMENT_CHANGE_FEE_AMOUNT PAYMENT_CHANGE_EXCLUDE_STATES…

PaymentTypes can now be made inactive. Doing so will remove them from Payment Type drop downs in the CMA. Payment records linked with Inactive types will still display the correct Payment Type.

All Credit Scores are now stored in a central location for both Clients and CoApps under a Client tab labeled FICO. Previously Credit Scores were stored in three different locations: Client Budget section CoApp record Housing tab All previous scores have been moved to the…

Payment records can now specify the use of the WEB ACH SEC type. WEB can be manually selected when a Payment record is created. This helps facilitate pulling for one time transactions authorized via the extranet. If no selection is made, Payment records default to…

Some Billers like Citi return a 0% Program APR with accepted proposals via the RPPS CDA record. The actual Program APR may be a non-zero value like 9.9%. This requires manually updating the Program APRs for relevant ClientCredit records. A new field in the Creditor…

The DocumentTemplate editor has been replaced with Ace (https://ace.c9.io) The editor now supports syntax coloring and theme selection. The editor styling has been changed to maximize usage of the current browser window size. Below are some sample screenshots showing the coloring and theme selection:

Client Tags are optionally available. To enable Client Tags, specify a list of Codes with a table of Client and a field of clientTag. An example list of Tags: When specified, a new drop down appears in the Client backend screen: Tag When enabled, Tag…

Sending a Balance Verification (VR, CDV) no longer requires setting the Proposal Status to Queued. When the Proposal Reason is set to VR, the proposal is scheduled to go out with the next RPPS DMP Batch. After the Balance Verification (VR) Proposal Status is transmitted,…

The DMA Client/Creditors tab view will now display an action that allows the updating of the Drop Reason for all OPEN and Queued Client Credit records linked with a DMP BillerID.