"Discussion" comments

[ChristianS9906]

The new chat-style Discussion feature is great! We are looking forward to using it. A few suggestions for improving it:

a) Make the chat-style Discussions be accessible via fields in Reports and Email/Form Letters. When this is done, please make it so that there are not double or triple carriage returns between each line, as that will make the data take up much more space. (This is done; thanks!)

b) Make the chat-style Comments for Tasks be visible in the table Task View of Matter Details as a column. (This is also done; thanks again!)

c) Create a feature that allows for bulk and/or automated deletion of Comments. For example, it would be nice to give Admins the ability to run a Matter report and then have a button that allows the Admin to delete all Comments for all of the Matters (and, optionally, Tasks in those Matters) listed in the report without needing to go into each matter/task and individually delete every comment, which seems to be the only way to get rid of them now.... (NOTE: The ability to exclude the chat-style Comments from the transaction log is noted and welcome).

Cheers,
Christian

[gregg_appcoll]

Hi @TarC6989 we don't currently have a way to do this. However, we will pass this on to our engineers for future consideration. Thank you.

[TarC6989]

I know this is an old topic, but since it's already been addressed, I'm adding to it.

Is it possible to have an option to transfer Task Comments to the Matter Discussion tab? Like a checkbox in the Task? There are times when it would be nice to retain the Task comment for continuity, but only on a selective basis (shouldn't be auto/default). When I close a Task and there are lots of comments that contain relevant information, I'd like to just check a box and have it transfer over. I suppose I could just copy/paste. Or is there already this kind of functionality and I'm not seeing it?? Thanks!

[mike_appcoll]

@ChristianS9906 We have a bunch of items in production and rollout will be soon. Many new features on the way.

[ChristianS9906]

@mike_appcoll Just curious--any ETA on item (c) above?

[ChristianS9906]

@MikeO5888 Awesome, so looking forward to it!

[mike_appcoll]

Hi Christian,

Thanks for the requests. A, B and C are currently in the works.