We have added this as a formal feature request. The plan is to add another element to the list like "Form Letters" and "USPTO Forms" called "Recently Used Forms".

Currently, there is not a way to import custom task types. They would have to be created one-by-one within AppColl.

However, we are implementing the ability to import and export tasks type in an XML format. Look for details on this process in the coming months.

This has been added to our project schedule. We will let you know this has been implemented. Thank you.

• AppColl Support

The priority of this request has been elevated. We will let you know when this has been implemented.

Hi Sadiq,

We will add this as a form field called {Contact.NicknameOrFirst}. We chose Nickname first since that would be the field you would want pulled first.

Richard - the functionality you suggested is excellent and something we may pursue in the future.

We will let you know when this is done.

Thanks.

Hi Sadiq,

Yes, we'll also implement {Matter.InventorNicknamesOrFirstNames}.

Thanks,

AppColl Support

Hi Sadiq,

We'll go ahead and add {Matter.InventorFirstNames} which does the commas and the "and". We'll post here when it's done.

Thanks,

AppColl Support

Hi Brandon, the way to handle this is through the "Affliated..." task filter. Click here. Hopefully this works for you. Thanks.

Hi Sadiq,

You can get part of this done using some special formatting codes.

https://support.appcoll.com/form-emails-and-letters/formatting-text-fields-in-form-letters-and-emails

For example, {Matter.Examiner(ToTitleCase)} would give you Joe Smith.

Converting to a contact is a good idea, we will look into it.

Thanks,

AppColl Support

Thanks for the input. As this stage it would be very difficult to change the name of a column as all of our users are familiar with the current name. We would need to have a mechanism that allows it to be changed just for your account, which is complex.

Hi Brandon, the way to handle this is through the "Affliated..." task filter. Click here. Hopefully this works for you. Thanks.

Thanks - good idea. We'll pass it on to engineering for review.

Hi Sadiq,

This new field should be available this week.

Thanks.

Hi George - good information, thanks for posting.

Thanks for the feedback - sounds reasonable. We'll pass it onto engineering.

One other thing - we have added these fields to our form field explorer (available on the right hand side of many pages) so they are more visible.

Thanks for the input. As this stage it would be very difficult to change the name of a column as all of our users are familiar with the current name. We would need to have a mechanism that allows it to be changed just for your account, which is complex.

Definitely makes matter documents more convenient. We'll discuss internally.

Thanks,

AppColl Support

Thanks for the ideas - very interesting. We'll pass it onto engineering for consideration.

AppColl Support

@SeanW8986 The best approach here (for a single matter) is probably to generate the standard reminder dates and then edit them manually. If you have a subset of matters with this flow (e.g. a specific client) you could setup a new workflow.

Thanks,

AppColl Support