Account-Switch while retaining matter
-
AppColl allows you to have logins to multiple AppColl accounts, allowing a law firm user to access the law firm's AppColl account and also client AppColl accounts (if given login rights). It's a neat feature.
Right now, to switch accounts you have to go to the account icon in the upper right corner, hover over it, hover over the Switch Accounts menu flyout, and then select the account you want to switch to. You then need to navigate to the matter you want to view in the switched-to account.
In many cases, a user will actually be wanting to switch between accounts to look at the same matter. For example, there may be tasks that need to be completed in two separate accounts for the same matter. It would be a really neat feature if AppColl could, for users having login rights to multiple accounts, identify those matters that exist in two different accounts and then, in the Matter Details view, provide a button that, when clicked, switches between the record for that matter in one AppColl account to the record for that same matter in the other AppColl account. This would let the user flip back and forth between two accounts while still viewing the same matter. This saves the user the hassle of navigating back to that matter in either account after an account switch (and avoids the need to use the Account Switch flyout menu.
-
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
-
@SadiqA2304 Sort of...but this requires a) two browser windows running at the same time (more windows!) and b) still requires the user to have to navigate to each matter in each interface.
-
@ChristianS2558 Would using different browsers or browser profiles accomplish this?
