Changelog

Product Changelog

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

  • Task Creation SQL

    A new optional Task field Creation SQL will only automatically create the ClientTask when the specified SQL statement returns a positive number. The SQL statement is evaluated in the same manner as the Expire Time SQL field. In the example below, the Task is only created when…

  • Task Default Note Update

    When a value is specified for a Task’s Default Note, that text appears in the ClientTask note when it is created. Support has been added to use Smarty syntax to provide support for conditional logic and dynamic text. In the example below, the text “Check…

  • Set Drop Reason when Client is Incomplete

    The following changes have been made when setting a Client Phase to Incomplete. The Disposition Code and Creditor Drop Reason are hidden until the phase is changed to Incomplete ClientCredit accounts with an Accepted Proposal Status are updated as follows: Proposal Status is set to Queued,…

  • Positive Pay File Updates

    The logic for Positive Pay file and Void Check file creation has been refactored and unified. Bank records have a new field: Positive Pay File Format.  If generating Positive Pay files or Void Check files from the CMA, select one of the available formats.   The…

  • NSF_RETURN_CODES

    Add new Setting value: NSF_RETURN_CODES When importing ACH failures, the Return Codes listed in this Setting will generate an NSF Payment/Creditor record. If no value is specified, the system automatically uses return codes R01, and R10. An example value for this Setting is: R01,R08,R09,R10

  • System Permissions

    System Permissions enable customization of default access Groups to specific functionality within the CMA. System Permissions are available under System Management. In this sample view, the name of the permission is listed along with the Default Groups specified by the System. The AreaCode permission has been customized to…

  • NSF Creditors

    In order to facilitate the automatic creation of an NSF Creditor record for a Client whose ACH payment fails, the following changes have been made: Client/Creditor tab now displays balances for Contributors when the balance > 0. Since Monthly Fee Creditors do not have a…

  • Merging a TransUnion Credit Report

    When pulling a TransUnion Credit Report, a Merge screen is presented prior to importing the account information. A set of buckets where accounts can be dragged and dropped are presented: Existing Accounts Add Credit Report Accounts Not In Program Do not Import If a Credit…

  • CSP Tier Validation

    Prior to sending Paperwork in the LMA, if a CSP Tier has been selected for at least one ClientCredit account, validation is performed to ensure that the correct Tier has been selected. If a Tier mismatch occurs, an error message is displayed indicating the Tier…

  • Extranet – DMA ACH Step

    When a Client completes the Extranet ACH Step, the system automatically confirms the 1st Payment Date as the Extranet User.