Allow user to include tasks and/or e-mail notes in Tandem synch'ed accounts
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A Tandem account seems like a nice way to let a client have controlled and limited access to my AppColl data. Currently, AppColl does not give Tandem users visibility into all the data that I have for that client's matters. For example, as viewed in a Tandem synch'ed account, no matter details page displays any tasks. I can understand why some (maybe many) attorneys wouldn't want their clients to see all tasks for that client's matters, especially if the attorney is behind on his/her docket.
However, I would like to make my tasks visible to a particular client, and I wonder if other AppColl users would also like to be able to do the same. If so, I suggest adding a switch (or maybe several switches) to turn on visibility to Tandem users (on a per-client basis) to various currently-hidden data caches, such as Tasks and the Notes fields in e-mail messages.
Thanks,
George -
You should be able to sync tasks without issue. When you look into the Sync settings, there will be an option to enable these, along with the ability to choose which fields you wish to copy over.
Also, you should be able to sync email notes as of Friday. Please let us know if you need further assistance.
