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    How to clear paid annuities and have the next years automatically populate

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    • K
      KellyW6719 last edited by

      I'm new to AppColl. Is it possible to clear paid annuities and have the next years automatically populate or do I have to manually add not only the annuities due date, but the 3-, 2- and 1-month reminders?

      Thanks!

      Kelly

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      • K
        KellyW6719 @mike_appcoll last edited by

        @MikeO5888 Thanks! Have a good day.

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        • M
          mike_appcoll @KellyW6719 last edited by

          @KellyW6719 Hi Kelly-
          You can find support tickets listed under the "?" icon in the upper right hand side of your account. Select "Send Comment/Question"

          4cf966cd-c453-4e8a-89aa-3d5b62d40561-image.png

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            KellyW6719 @mike_appcoll last edited by

            @MikeO5888 Thanks Mike! Where do I find the support tickets? 🙂

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            • M
              mike_appcoll last edited by

              AppColl triggers 1st, 2nd and Final maintenance fee deadlines for US matters when and issue date is filled in the matter field...if you want other reminders you can add those task types so they auto trigger when the issue date is filled.

              Also, want to mention we offer new user training every Tuesday at 9am PST / 12pm EST

              https://register.gotowebinar.com/rt/119119313406013709

              You can also submit a support ticket and one of our support members can walk you through this further if you'd like.

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