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.

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

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.

@gregg_appcoll said in Additional Date and Text Fields on Task Level:

@KimG5166 this is on our list of future projects. We will make an announcement when this has been added. We hope this helps.

Any update on this @gregg_appcoll?

@gregg_appcoll Thanks. How long does it typically take for an issued patent to be available on espcaenet to grab the references cited?

@gregg_appcoll Yes, the issue I pointed out occurs on the "Payments Summary" page, which is the first page of my invoice and includes the client's mailing address, so it is the first page the client sees when he opens the invoice. Adding some text to clarify that the "Items through..." date covers payments and retainers (but not billing items) would be helpful. Thanks.
In addition, it would be nice to have the invoice (perhaps optionally) show the period covered, i.e. the cut-off date.
George

Thanks for the suggestion. We will certainly pass this on to engineering.

@gregg_appcoll adding onto the Power of Attorney yes/no. It would be helpful if a POA form could be linked to the actual contact (assignee or inventor)

@BrandonK6644 Whoops, looks like I had the same idea, but a few weeks later https://forum.appcoll.com/topic/343/set-task-background-color-based-on-taskstatus?_=1748361445416

Hi Catherine,

This has been added to your account. We hope this helps.

HI Rebecca,

We have added this to our list of items to address. We will certainly let you know when this has been added.

@KarenH9267 Thank you for your feedback. This is a great suggestion. We will certainly pass this on to engineering for consideration.

Hello Kate and Melissa,

This is a good idea and something we have formally submitted to our engineering team as a new feature. It may take some time, but it will be added. Thanks for your continued feedback.

Thank you both for the suggestions. We will pass this onto engineering for consideration. We hope this helps.

Hi Darin,

We are happy to have a call with you to discuss how Finances would fit in your situation. Sales will reach out to you.

Thanks,

AppColl Support

@gregg_appcoll Hi Gregg, thanks for the quick response.

If you are going to expose the ClientContactContactID as a column, please also do so for other Contacts-based fields in Matters. That would be great!

For the Inventors, you're correct that the Inventors CSV export does include the ContactID for the inventors. This would work for our purposes. However, I don't think we have any way to automate getting that information out of AppColl, and that's critical.

Our current practice is to do a nightly FTP dump of our Matters, Tasks, and Contacts tables from AppColl via the Manage Report Schedules interface to take a daily snapshot of our AppColl data. We then import that data into a parallel database that we maintain internally and use for various internal systems.

I may be mistaken, but I don't think we have the option of selecting the Inventors or Connections report types from the Manage Report Schedules interface--we can only specify a named report that we've saved, and the Connections and Inventors "types" of download are special types of report that surface data that isn't visible in a named report but which is sourced from the records in that report.

If the Manage Report Schedules interface were to allow users to specify the "type" of report (I think only Matters, Inventions, Billing, and IDS modules have more than one "type" of report) that is to be scheduled, then I think this would allow us to access the data in the manner we need.

If that's already possible, please let me know how to go about setting it up!

Best,
Christian