@GeorgeJ4336 thank you for the suggestion. We will certainly pass this on the engineering.

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

@RichardS3059 Do you have form letters attached to automatically generated tasks that are triggered when an eOfficeAction is received?

@gregg_appcoll said in Additional Date and Text Fields on Task Level:

@KimG5166 this is on our list of future projects. We will make an announcement when this has been added. We hope this helps.

Any update on this @gregg_appcoll?

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.

Thanks for the suggestion, we will pass it along to the engineering team for consideration.

Hi Christian,

This is a good idea. We've passed it onto engineering for a future update.

@AlexandreP4784 Thank you for the input. We will pass this on to engineering for their consideration.

@BrandonK6644 Thanks for the input, we will pass this on to our engineering group for future consideration.

@gregg_appcoll Ah, thanks for clarifying. Might be worth including some parenthetical text below the "Empty Trash" button to indicate that it has this capability.

Looking forward to using it!

Best,
Christian

Hi Melissa - this is a good idea and something we will pass on to engineering. Keep the ideas coming.

@RichardS3059 thanks for the input. We will pass this on to engineering. Keep the ideas coming.

@GeorgeJ4336

Thank you for bringing this to our attention. We will pass this on to engineering for an update.

@MelissaT3398

Hi Melissa,

We added the ability to use the AttorneyRef as part of the email address for sending correspondence into a matter.

@ChristianS2558 Thank you for your input. We will pass this on to engineering.

Hi Christian,

Thank you for the suggestion. We'll have to look into this and see what's involved for our developers. We hope this helps.

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.

@gregg_appcoll Thanks, looks like it's working. For Examiner names, I'm doing

{Matter.Examiner(ToTitleCase, AddPeriodToSingleCharacter)}