Hi Christian - we opened a fix for this. We'll let you know when done. Thanks.

Hi Sadiq - you can use contact queries for any of the custom string fields. See below as an example. Does this work for you?

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Hi Ashley - this is a good idea and something we will pass on to engineering for future consideration. We will certainly let you know of any progress made.

Hi Christian - we will work on alleviating this by doing some truncation. We will keep you in the loop.

Hi Sadiq - Thanks for the feedback. We will remove the notifications when a matter is saved. This may take some time, but it will be done.

Thanks.

@ChristianS9906 Do you have an example that takes multiple minutes? This will help us. But we are working on this with some architecture changes.

@DarinD8866 Thanks for the input - we'll pass on your request.

We hear you. I added a formal request to expand this out to better accommodate dozens of numbers. We'll let you know when this has been added.

@SadiqA2304

Hi Sadiq. We're actually working on it. It's a significant job to redo the entire table/column formating UI. We have the Contacts tab in Beta and it works quite nice. We're going tab by tab as we have time. Unfortunately, we do not have an ETA as of yet. I hope this helps.

Hi Christian - this is a good suggestion. We have added this as a new feature request. We'll let you know when this is done. Thank you.

We have upped the priority of this. In the meantime, you can add a Fee offset billing item and enter the dollar amount you are discounting. We hope this helps.

Thank you both for the suggestions. We will pass this onto engineering for consideration. We hope this helps.

@gregg_appcoll adding onto the Power of Attorney yes/no. It would be helpful if a POA form could be linked to the actual contact (assignee or inventor)

@gregg_appcoll Thanks, Greg, however I would still find it very helpful to have a syntax for an alternate field, when a first field is blank. As I previously noted, I have several situations where such a syntax would be helpful:

(a) a client-specific USPTO customer number (if the client has one), or the firm's customer number (if the client doesn't have one) (Some of my clients want me to use their customer number, rather than mine. I have templates for responses to Office Actions, etc. that include a customer number in the document headers)

(b) a client-specific USPTO deposit account number (if the client has one), or the firm's deposit account number (if the client doesn't have one). (My template responses include boilerplate language authorizing charges to a deposit account, in case of a missed extension of time.)

(c) actual filing date or official filing date or priority date, depending on what is available. (For example, when calculating due dates for foreign applications.)

Thanks,
George

Hi Kevin, thanks for the feedback. This feature is being worked on and should be available in the future.

Hi Sadiq - thanks for the suggestion. We'll certainly look into this.

Hello Kate and Melissa,

This is a good idea and something we have formally submitted to our engineering team as a new feature. It may take some time, but it will be added. Thanks for your continued feedback.

@gregg_appcoll Missed this! Sorry! I just reached out. Thank you.

Hi Michael. Thanks for the feedback. Did you know that AppColl can create one invoice per matter in a bulk operation? This may alleviate the issue you have with multiple users trying to create multiple client-specific invoices. Now, as you know, this will not allow for editing multiple invoices by multiple users simultaneously.