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    adminT7009

    @adminT7009

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    Best posts made by adminT7009

    • RE: Custom task fields and statuses

      Hi Mark,

      These are all great suggestions - thanks! Your feedback has been sent to engineering. Some of the features, such as bulk editing are already in our project plans.

      Keep the great input coming.

      AppColl Support

      posted in Product Requests
      A
      adminT7009
    • RE: UTBMS Codes

      Hi Christian,

      Good input - thank you. We will be releasing improvements to the way billing codes are handled later this year. The idea of descriptions based on billing code is interesting and we'll look into it.

      Thanks.

      posted in Product Requests
      A
      adminT7009
    • RE: New calculated field suggestion - EBD

      Hi Christian, the new EBD field will be added by the end of this week. Thanks.

      posted in Product Requests
      A
      adminT7009

    Latest posts made by adminT7009

    • RE: client instructions received, draft papers prepared, draft waiting for revieww

      Hi Patrick, The current way to do this is to add keywords to the comments in the task indicating the status of the contingent activities. If you use standard wording you could create a filter to show them. As you said, you could setup a new workflow that that's a bit more complicated and may be overkill.

      Thanks,

      AppColl Support

      posted in General Discussion
      A
      adminT7009
    • RE: New calculated field suggestion - EBD

      Hi Christian, the new EBD field will be added by the end of this week. Thanks.

      posted in Product Requests
      A
      adminT7009
    • RE: Set "Favorite" form letters/customize form letter list

      Hi Sadiq, no progress yet, but we will review priorities with engineering. Thanks.

      posted in Product Requests
      A
      adminT7009
    • RE: Automatically attach/link a triggering e-mail message to a triggered event/task

      Hi George,

      Interesting idea. Thanks for spending the time to clearly lay this out. We'll take a look at it.

      posted in Product Requests
      A
      adminT7009
    • RE: Filter tasks in Manage Task Types

      Thanks for the feedback. We hope to include the ability to filter task types by the end of the year.

      posted in Product Requests
      A
      adminT7009
    • RE: Custom task fields and statuses

      Hi Mark,

      These are all great suggestions - thanks! Your feedback has been sent to engineering. Some of the features, such as bulk editing are already in our project plans.

      Keep the great input coming.

      AppColl Support

      posted in Product Requests
      A
      adminT7009
    • RE: UTBMS Codes

      Hi Christian,

      Good input - thank you. We will be releasing improvements to the way billing codes are handled later this year. The idea of descriptions based on billing code is interesting and we'll look into it.

      Thanks.

      posted in Product Requests
      A
      adminT7009