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    • ChristianS9906

      Notification trigger enhancements
      Product Requests • • ChristianS9906

      2
      3
      Votes
      2
      Posts
      391
      Views

      gregg_appcoll

      Hi Christian,

      Currently, the solutions you mentioned are the only ways of doing so. However, we are working on a solution. We will certainly make this known once it's done.

    • M

      Bulk Edit Billing Item Templates
      Product Requests • • MarkW5689

      2
      3
      Votes
      2
      Posts
      364
      Views

      gregg_appcoll

      Hi Mark,

      Thank you for the suggestion. We have recorded this as a new feature request. We will let you know when this will be implemented.

    • M

      Different Default Views for Billing Items and Billing Item Templates
      Product Requests • • MarkW5689

      2
      2
      Votes
      2
      Posts
      348
      Views

      gregg_appcoll

      Hi Mark,

      Thank you for the suggestion. We have recorded this as a new feature request. We will let you know when this will be implemented.

    • GeorgeJ4336

      FULLY selectable columns in email folders
      Product Requests • • GeorgeJ4336

      2
      1
      Votes
      2
      Posts
      320
      Views

      gregg_appcoll

      Thank you for the suggestion. We will take this under consideration.

    • GeorgeJ4336

      Don't "compress" e-mail messages in Conversations tab, or enable reply using a template from email folder
      Product Requests • • GeorgeJ4336

      2
      0
      Votes
      2
      Posts
      300
      Views

      gregg_appcoll

      Hi George. Thank you for the suggestion. We will have recorded this with engineering and will let you know when this has been implemented.

    • GeorgeJ4336

      Subject line from e-mail template when replying in Conversations tab
      Product Requests • • GeorgeJ4336

      2
      1
      Votes
      2
      Posts
      320
      Views

      gregg_appcoll

      Hi George,

      Thank you for the suggestion. We have recorded this with engineering and will let you know when this has been completed.

    • RichardS3059

      Generate email to a group of contacts
      Product Requests • • RichardS3059

      2
      2
      Votes
      2
      Posts
      346
      Views

      gregg_appcoll

      Hi Richard,

      Thank you for the suggestion. We will have recorded this with engineering and will let you know when this has been implemented.

    • A

      Live document links in Reports
      Product Requests • • AnnM9156

      2
      3
      Votes
      2
      Posts
      319
      Views

      support_appcoll

      Hi Ann,

      Thank you for your feedback. We have added this to our list of future projects. We will let you know when this has been added. Thanks.

      AppColl Support
    • GeorgeJ4336

      Database query in e-mail or document template
      Product Requests • • GeorgeJ4336

      2
      1
      Votes
      2
      Posts
      328
      Views

      ChristianS9906

      Hi George,

      If you are looking for automated email templates with this feature, there is a workaround that you can use to get to a similar end result. Create a transient task for each desired "flavor" of email that you want to send out and use whatever triggers you want to control under what conditions each transient task fires. Each transient task can have its own notifications set up, so you could have two different transient tasks that trigger when a Pay Issue Fee task dockets--one for small entity and one for large entity (bonus--you can include language in the small entity version reminding the client to inform you if they are no longer small entity).

      But that only works if you are automatically sending these emails out, so maybe not a good fit for what you are wanting to do.

    • GeorgeJ4336

      Add calculations, if-then logic, and database queries to template fields
      Product Requests • • GeorgeJ4336

      2
      4
      Votes
      2
      Posts
      540
      Views

      support_appcoll

      Hi George,

      This is a great idea. We will explore this idea. Keep the suggestions coming.

      AppColl Support
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