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    • S

      Please fix column formatting
      Product Requests • • SadiqA2304

      3
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      Votes
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      Posts
      616
      Views

      support_appcoll

      @SadiqA2304

      Hi Sadiq. We're actually working on it. It's a significant job to redo the entire table/column formating UI. We have the Contacts tab in Beta and it works quite nice. We're going tab by tab as we have time. Unfortunately, we do not have an ETA as of yet. I hope this helps.

    • ChristianS9906

      Custom Fields for Tasks
      Product Requests • • ChristianS9906

      3
      3
      Votes
      3
      Posts
      618
      Views

      ChristianS9906

      @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

      Discussion Edit/Delete Privileges
      Product Requests • • ChristianS9906

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      3
      Posts
      725
      Views

      admin

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

    • GeorgeJ4336

      Add "Same as associated entity" address check box in Contact record
      Product Requests • • GeorgeJ4336

      3
      3
      Votes
      3
      Posts
      716
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      support_appcoll

      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.

    • T

      Missed Task Items
      Tasks Module • • ThomasB2170

      3
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      Votes
      3
      Posts
      816
      Views

      T

      @MelissaT3398 - thank you!

    • ChristianS9906

      Windows-friendly file downloads....
      Product Requests • • ChristianS9906

      3
      3
      Votes
      3
      Posts
      689
      Views

      ChristianS9906

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

    • S

      Matter Links
      Matters Module • • ShahzinaK7716

      3
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      Votes
      3
      Posts
      736
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      S

      @GreggH8509 Thank you!!

    • S

      Update notes in bulk
      Prior Art Module • • ShahzinaK7716

      3
      2
      Votes
      3
      Posts
      765
      Views

      support_appcoll

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

    • J

      In-House Counsel Using AppColl
      General Discussion • • JasonP2345

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      Votes
      3
      Posts
      704
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      D

      @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.

    • GeorgeJ4336

      Enable client contact record to point to multiple other contact records, ex. GC, billing contact & paralegal
      Product Requests • • GeorgeJ4336

      3
      0
      Votes
      3
      Posts
      657
      Views

      gregg_appcoll

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

    • ChristianS9906

      Cannot filter based on Discussion field...
      Product Requests • • ChristianS9906

      3
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      Votes
      3
      Posts
      606
      Views

      gregg_appcoll

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

      AppColl Support
    • ChristianS9906

      Transient Tasks
      Product Requests • • ChristianS9906

      3
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      Votes
      3
      Posts
      718
      Views

      ChristianS9906

      @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.

      😞

    • S

      Set the top level folder for the matter as a default folder when adding documents
      Product Requests • • SadiqA2304

      3
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      Votes
      3
      Posts
      695
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      B

      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.

    • B

      Share matters with another AppColl user
      Product Requests • • BerndN5890

      3
      1
      Votes
      3
      Posts
      698
      Views

      B

      @gregg_appcoll That sounds good.

    • GeorgeJ4336

      Allow attachments to billing items - ex. receipt from foreign associate
      Product Requests • • GeorgeJ4336

      3
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      Votes
      3
      Posts
      789
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      gregg_appcoll

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

      AppColl Support
    • S

      New field formatting code to return last word of a field
      Product Requests • • SadiqA2304

      3
      2
      Votes
      3
      Posts
      751
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      S

      @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".

    • RichardS3059

      AppColl Roadmap?
      General Discussion • • RichardS3059

      3
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      Votes
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      Posts
      719
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      D

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

    • RichardS3059

      Editing a report
      Product Requests • • RichardS3059

      3
      2
      Votes
      3
      Posts
      683
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      RichardS3059

      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.

    • A

      Automatically update the owner of existing tasks if personnel is changed in biblio section.
      Product Requests • • AngelaT8835

      3
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      Votes
      3
      Posts
      622
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      gregg_appcoll

      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.

      00f505cc-eea2-47a3-b960-eb9a11841ef8-image.png

    • GeorgeJ4336

      Don't replace commas with semicolons in e-mail address fields
      Billing Module • • GeorgeJ4336

      3
      1
      Votes
      3
      Posts
      1385
      Views

      gregg_appcoll

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

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