@gregg_appcoll I generally use the matter page to add matters manually. I tried automating at least partially by populating the fields in a spreadsheet and uploading. But this path is also deficient in the sense that (i) you cannot enter priority information, and (ii) you cannot enter inventor address information, among others. If API security is a problem and you want us to use spreadshet upload to import new matters, then at least the spreadsheet should include all fields necessary to import the new matter information.

@gregg_appcoll Have you tried Internet authorization form, for example? The unambiguous fields in the form are left blank when you generate the form.

@gregg_appcoll unfortunately, that doesn't work. In fact, it deletes whatever I added, so that I have only the one prompt from you guys.

Hi Sadiq,

Thanks for the feedback. We will pass this along.

Hi Ann,

Try using {Invoice.PaymentLink} in your email. Note this will only work for emails sent from the Invoices page.

Thanks.

Hi Jadal,

As the built-in task reminder reports cannot be changed, we recommend creating a custom scheduled report for task reminders. That way, you can add any information you need. Please contact AppColl Support if you need more details.

Hi Pamela,

The way to do this current is to filter the activity log from the reports module. Search for changed and respondby in the description field.

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