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  Hi Nicole,

  The following should help.

  https://support.appcoll.com/prior-art/cross-cite-prior-art-references

  Specifically the section titled" Copy selected references from one matter to another"

  Please let us know if this works.

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• Product Requests

  What would you like to see?
  The speed with which we implement new features depends on several factors:

  1. The number of customers requesting the feature. Obviously more requests elevates the priority.
  2. The complexity of the feature, particularly if it requires a user interface change. We strive to keep AppColl easy-to-use - keeping the UI simple and uncluttered is a big part of that.
  3. The generality of the request. Is this something all AppColl users would find useful or just a few?

  We've recorded your suggestion and we will let you know if and when we have a schedule for implementation.

  We very much appreciate you taking the time to send us thoughts about how to improve AppColl. Keep the ideas coming!

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  @gregg_appcoll I would suggest the following:

  a) Account admin(s) (this should be the minimum!)
  b) The partner(s) listed for matters that have the client with the customer number.
  c) The paralegal(s) listed for matters that have the client with the customer number.

  However, (b) and (c) would be contingent on how this is implemented. For example, the client contact record (with CN) would usually be created before any matters are created for that client, so there might not be any partners/paralegals for (b) and (c) when the CN comes into existence, and thus nobody to send to for (b) and (c).

  But if the warning emails are sent out on initial contact creation/CN addition to a contact and then re-sent on a recurring periodic basis, e.g., once a month, then (b) and (c) would probably work.

  It might also be good to have a way to enter a customer number into an AppColl contact record in a way that does not trigger the warning email. I haven't quite figured out the scenario where this would be needed*, but it seems potentially worth it to include as a feature. For example, if a customer number is preceded by an underscore, e.g., _12345, in the Contact record, assume that's definitely not a customer number that needs to potentially have the warning email sent out.

  *Potential Scenarios
  Client leaves firm and takes us off customer number; we could a) still leave the customer number in our eOffice Action settings to avoid triggering the warning email or b) delete the customer number from the eOffice Action settings and the client contact record. Option (a) might cause an issue if our continued listing of the customer number in the settings prevents another firm from being able to add the customer number without AppColl support involvement. Option (b) would mean we'd have to delete the customer number from our Contact record, but we might want to retain it.

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  @KarenH9267 Thank you for your feedback. This is a great suggestion. We will certainly pass this on to engineering for consideration.

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