Yup, I agree, this is a little task that I do, but I would love it if it were already completed when I received the doc!

This would be so helpful for me. I have no doubt it would assist AppColl beginners to organize the information on reports more easily as well!

Hi-

You would just need to filter on all tasks containing "Maintenance" or "Annuity".

Here is a support article explaining:
https://support.appcoll.com/getting-started/searching-and-filtering-your-data

@MarkW5689
Agreed! Adding a "Create Form Letter" button, as in the Matter Details page, would be great. Indeed, just about every page would benefit from a "Create Form Letter" button. See my separate post advocating for such a button on the Task page.

@KimG5166 I like the idea. I would find it very useful. My first thought was that it would be a big project/change for the AppColl team.

However, on a second thought, it might not be very difficult to implement. The Account Settings allow custom fields of type TextBox, DropDown, or MultiSelect. MultiSelect allows a database query for a source of values. The database query must be a Boolean expression.

Perhaps AppColl could implement another type of custom field with a name such as DatabaseQuery. It would allow the user to enter any valid database query. It could, for example, allow IssueDate-FilingDate (which would tell you how long an application was pending).

I hope that they implement the request for matters soon.

I believe that your request for Today-OpendOn is for tasks database queries, not matter database queries. That would require that AppColl first enable custom fields for Tasks like they have for Matters. That probably deserves a different product request.

There's already a link from the matter to billing items for it. Look for the green $ just to the left of the matter number at the top of the matter details screen, or in the group of icons in the Links column of a list of matters.

Yes - patent committee members can reset the status so the inventors can edit

+1 for this request (see also a similar topic https://forum.appcoll.com/topic/78/new-field-matter-inventorfirstnames/3?_=1663253526501 )

Congratulations! Based on the product quality and support, I would have voted for you.

Hi George- you actually can attach form letters to a task. Please see the support article.

https://support.appcoll.com/form-emails-and-letters/attach-form-letters-to-a-task-w-video