@jonah-soundhound-com Yup, that would do the trick--strange that I didn't find that suggestion when I looked for custom tasks as a search topic. I upvoted it.

@ChristianS9906 Thanks for the "reminder" --Discussions are a current project at the moment; we should be able to address this soon.

If you select an assignee for a contact (in the contact details page) and the assignee has an address, it will automatically copy over to the contact's address. Please note, this will not overwrite any existing contact address information. It will only populate the assign address if the contact address is blank.

We have spoken with engineering to link the assignee address to the contact address, such that changing the assignee address will automatically update the contact address.

We will update this post when this has been completed.

@MelissaT3398 - thank you!

@GreggH8509 Great, thank you--would be very helpful!

@GreggH8509 Thank you!!

Hi there. Currently, we do not have a way to do this. Just so we understand, what might you add to multiple references?

@JonahP1621 I would appreciate seeing some of that feedback here - I have a small public company who has no internal system of their own and I am planning to offer them Tandem access once we're more established - I would especially appreciate feedback on how that works so I can avoid overselling it. But, I think being able to offer that will help them consolidate more work with me.

Hi George - we will contact you directly to discuss this further.

Hi Christian - this filter has been added. We hope this helps.

@ChristianS9906 After posting this, I noticed that task types now include a "deleted" task status that can be selected for the auto-close behavior. I initially thought that maybe AppColl would cause tasks with such status to automatically delete themselves when they auto-close (which would pretty much reach a similar end result to the above). But then I tested it, and it seems like all it does is close the task out as "deleted." The task sticks around, however.

😞

I'd suggest allowing the admin to select a default folder. For example, the default could be "WorkInProgress" everytime you want to upload a new document or create a form letter within a task.

@gregg_appcoll That sounds good.

Thank you for the input. These are good ideas. We will pass this onto engineering for consideration.

@gregg_appcoll Thanks, I think it's working. I'm doing Examiner {Matter.Examiner(ToTitleCase, LastWord)} to change "Examiner John A SMITH" to "Examiner Smith".

I'd love to see flexible billing increments (submitted feature request). I have a client requiring .25 billing increments.

Gregg, yes it does. But I start from the Reports module, generate a report, then change it, I have to enter the report name in full, since the drop-down wasn't used.

Hi Angela,

This should help. While it's not automatic, it will allow you to make these changes whenever you change the personnel of matters. Thanks.

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

@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.