Gregg, yes it does. But I start from the Reports module, generate a report, then change it, I have to enter the report name in full, since the drop-down wasn't used.

@gregg_appcoll Perfect! Thanks.

I can now automatically address e-mail correspondence to examiners, such as to request interviews. In the "To" field, I put:

{Matter.Examiner} <{Matter.Examiner(FirstWord)}.{Matter.Examiner(LastWord ToTitleCase)}@USPTO.gov>

and in the salutation, I put:

Dear Examiner {Matter.Examiner(LastWord ToTitleCase)}:

-George

Hi Sadiq - we have added this functionality. Please try it out.

Hi Sadiq - we can add this. Shouldn't take but a few days. We will let you know when done.

@gregg_appcoll This is great. I added the email to the default comment to those tasks and it works great.

@mike_appcoll 😮

This is basically what I'm asking for actually

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.

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

AppColl Support

Hi Mark,

Thank you for the feedback. This is an interesting idea and something we will pass on to engineering for consideration.

-AppColl Support

Thank you for the input. These are good ideas. We will pass this onto engineering for consideration.

@ChristianS9906 We have elevated the priority and will discuss at our next engineering projects review.

Hi George, we understand what you're saying and will look into it.

Thanks.

@gregg_appcoll That sounds good.

@RichardS3059 - what you really want is {Matter.Client.ShortName} for the client code and {Matter.Client.Name} for the full name. We hope this helps.

Hi Sadiq,

Thanks for the suggestion. We will pass this along to our engineering team for future consideration.

Hi @TarC6989 we don't currently have a way to do this. However, we will pass this on to our engineers for future consideration. Thank you.

Not yet. But it's high up on our radar.

Hi George,

Thank you for your suggestion. We will pass this on to engineering for future consideration.

I am also looking for a way to automatically attach files associated with tasks (e.g., responses to office actions) when working with client-reporting templates