@JonahP1621 I've certainly worked with more than one docketing systems that allowed matters and docket entries to be assigned to multiple attorneys. That way, things would show up on each person's docket. Usually, the docketing system simply designated them as Attorney 1, Attorney 2, etc. and the firm could choose by policy the roles assigned to each of the Attorney n fields. At one big firm where I was a partner, at least one partner insisted that docket reports produced for him only show docket items for those few cases where he was the working attorney. The system we had there was so bad that I found to my horror that
one docketing clerk spent their entire day just producing daily docket reports for each attorney by running a giant docket for everyone, then manually extracting the docket for each attorney into a spreadsheet for just that person. I was able to cut that down to no more than an hour by writing some code to split the giant docket into individual files. It wasn't a great solution but was the best we could do with the limited capability of the system.

@support_appcoll This helps for now. Hopefully in the near future it gets augmented into a full Contact object.

Hi Christian,

Thanks for the feedback.

There are however, significant security issues with having multiple accounts active in one browser session, so it's unlikely we will be able to do this.

AppColl Support

@gregg_appcoll This is great. I added the email to the default comment to those tasks and it works great.

@mike_appcoll 😮

This is basically what I'm asking for actually

@GeorgeJ4336 Yes, I've been following 2 blogs you mentioned, and I've also posted in eCommerce modernization Ideascale to report to PTO about broken XML files among others. I really hope PTO won't be shutting down EFS-Web and Private Pair on the 15th!

https://uspto-emod.ideascale.com/a/index

@RichardS3059 thank you! I like your second suggestion a lot, because for me this is always a client-specific issue. I am going to try that. Thanks again!

@BrandonK6644 Thank you for the suggestion. We will pass this on to our engineering group for future consideration.

Hi Darin,

Thanks for the feedback. Do you have specific suggestions about TEAS?

Thanks,

AppColl Support

@ChristianS9906 We will be adding a way to access the client's intake address if their account is being synced to.
There is not currently a notification for when a bad intake address receives an email.
We will discuss adding this as well.
Account admins do receive a notification if an email is sent to a valid intake address but the sender is not whitelisted.

@MelissaT3398 The new form was pushed out yesterday from the PTO. We should have it in AppColl by tomorrow. I hope this helps.

@1-AaronH9792

Yes this will work.

Hi Susan,

This might take some time as we have many projects ahead of this request. A hard date would be hard to nail down at this point.

@PatrickM8836 Thanks for the suggestions. We'll past this on to engineering for their review.

@WendyZ2824 We reached out and are awaiting a response from him.

I have come to the conclusion that I cannot really use Quickbooks for any statistical profitability analysis or that sort of thing - really one stream of income seems to map over - all that needs to rely on AppColl reporting. QB will only be able to handle my highest level P&L.

@support-appcoll-com Will they be able to line item edit information for their own purposes?

When Private Pair goes down, matter updates and document scraping from the PTO cannot be completed. However, this does not mean the updates and scrapes won't happen. AppColl continuously tries to update from Pair until it is back up and running.

Can I stop auto-generation of the review tasks, or are they needed to auto-generate other tasks?

@MelissaT3398 Currently we don't have a way to show a created date field that allows for showing a table of contacts and their dates. The only way to do with would be through the transaction history. Search for "added contact" and the name and look at the transaction date.