@Timothy Several people requested that syntax be added to enable conditional selection of field contents, such as when a first field is null. See the thread at https://forum.appcoll.com/topic/201/syntax-for-alternate-field-when-a-first-field-is-blank. I, for one, still would like to see such syntax added. For one thing, it would alleviate the need for one-off special fields, such as {Matter.ClientContact.NicknameOrFirst}, in that we users could program our own such fields.

Also see this thread (https://forum.appcoll.com/topic/204/add-calculations-if-then-logic-and-database-queries-to-template-fields?_=1704255780781) on a related topic.

@TPLA3794 I did create a few custom tasks. Because my practice is small (I'm semi-retired), I only created tasks that met my immediate needs rather than attempt to be fully general. But I'd be happy to share them with you, of course with the understanding that I take no responsibility for how you use them or for any errors that might be in them.

Drop me an email at richard@schafer-ip.com and I'll try to figure out a good way to share them.

@AlexandreP4784 While this is not a standard status, we can certainly add it to your account. Please send an email to support@appcoll.com for this request.

@BerndN5890

Can we ask how you arrived at that URL via navigating Patent Center?

Thank you for pointing this out George. We will get this taken care of and let you know when done.

It would be nice if the reports feature allowed for more flexible display options for contact-related data. For example, it would be useful to be able to list contacts for a matter in a number of ways, e.g., by full name (as is, I believe, currently the only way you can do so), by initials, by first name last initial, by first name only, by last name only, by first initial last name, by nickname, etc.

It is often the case that contact names take up a significant amount of column space in reports since contacts are typically listed by first/middle/last name. If you have a report that includes attorney, paralegal, contributor, and partner columns, you're likely looking at about a page-width of report space that is occupied by detailed name data. Most of the time, however, providing abbreviated name information would be sufficient--for example, displaying the same information using initials would convey the same information using only 12 characters, thereby consuming much less report real estate.

There could be several ways of implementing this--one would be to simply include the alternate forms of contact name display as separate columns that could be added to a report, e.g., AttorneyFullName, AttorneyInitials, AttorneyNickname, AttorneyFirstInitLastName, etc.

Another option would be to provide a format option for contact columns that are to be included in a report. Each contact column, e.g., Attorney, ClientContact, etc., would, when selected in the column chooser, cause a listbox to be shown that would allow the user to choose between a variety of formats for how that data will be shown. This could also be extended to non-Contact data, e.g., date formats, text data (e.g., All Caps, Sentence Caps, As-entered, etc.).

A third option would be to allow the user to specify a global format setting for the report in question (which could also affect how data is displayed in the Matters/Tasks/etc. modules). For example, the user could specify that Contacts are to be shown using their middle initials as opposed to their full names. This would be applied to all such data in the module in question, so you wouldn't be able to mix-and-match, e.g., have one column with Contacts listed by initials and another column with Contacts listed by full name.

A somewhat related enhancement would be to allow the user to change how the Inventors are listed for a matter. Right now, I think the Inventors field lists inventors by their non-alias ("true") names, even if an alias was used in filing an application. It would be nice to allow users to choose to list inventors for an application using their "true" names and their "as-filed" names. It would also be nice to be able to list such data in a way that indicates when there is a discrepancy between the true inventor name and the as-filed inventor name. For example, in the Matter Details interface, when a listed inventor was listed using an alias when an application was filed, the Inventors list shows both the true name for the inventor and, in parentheses, the alias for that inventor that was used in the filing. It would be great if that could also be an option in the Reports module.