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

Hi Christian,

Protecting existing subject matter connections is certainly import. We're looking into this. Thank you for pointing this out.

Dear AppColl,

Please implement this request with high priority. While this is not a big deal for professional prosecutors, it is a big deal for users who use AppColl to manage portfolios.

Thank you.
~Jonah

I got this working with help from another AppColl User. I now know of a couple of ways to generate a trigger that works.

One way it so add a notification to the AppColl task that runs when a USPTO e-Office Action arrives. (such as "USPTO e-Office Action: CTNF - Non-Final Rejection"). This allows for a different notification to be generated for each type of USPTO e-Office Action.

Another way it to create a trigger like this:
When any task is created that contains 'USPTO e-Office Action:' in the task type
This will generate the same notification fore every e-Office Action.

Here is how I set up my Notification email to send out the document by email:
Capture.PNG
(Documents USPTO is a contact I created for our firm's docket intake email)

Congrats.

Jeff is, indeed, awesome.

👍 Long been on my wish list, too.

Hi CHristian,

This is a good idea. We will look into this the next time we revise the UI.

Hi-

That checkbox is a courtesy reminder to yourself... if you need a foreign file.
Sort of like an application off the present application.

Hi Christian,

This has been added to our development schedule. We will let you know when this has been done.

Hi Christian,

Currently, the solutions you mentioned are the only ways of doing so. However, we are working on a solution. We will certainly make this known once it's done.

Hi Mark,

Thank you for the suggestion. We have recorded this as a new feature request. We will let you know when this will be implemented.