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    • B

      API For AI
      Product Requests • • BrandonK6644

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      gregg_appcoll

      Great. Thanks for the input Brandon. We will look into this.

    • gregg_appcoll

      Triggering Trademark File Statement of Use EOT tasks
      Tasks Module • • gregg_appcoll

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      gregg_appcoll

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

    • G

      Update multiple tasks
      General Discussion • • GiselaJ4672

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      gregg_appcoll

      The way to do this is to click the checkbox at the top of the page, which will show you all open tasks. From there, you can update these tasks in bulk. We hope this helps.

    • A

      Announcing AppColl Finances!
      Announcements • • april_appcoll

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      No one has replied

    • gregg_appcoll

      Why are PTO documents not downloaded by the time I get in the office?
      General Discussion • • gregg_appcoll

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      No one has replied

    • ChristianS9906

      Background Bulk Update
      Product Requests • • ChristianS9906

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      A

      Hi Christian, we're working on it - should be available before the end of the year.

    • gregg_appcoll

      Using Client Codes in a Client Contact Record is used through AppColl instead of the Client Name
      Matters Module • • gregg_appcoll

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    • A

      Register for Upcoming Webinars or View Past Webinars
      Announcements • • april_appcoll

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      No one has replied

    • gregg_appcoll

      Customer Matter Types and Statuses
      Matters Module • • gregg_appcoll

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      No one has replied

    • P

      client instructions received, draft papers prepared, draft waiting for revieww
      General Discussion • • PatrickM8836

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      435
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      A

      @PatrickM8836 Thanks for the suggestions. We'll past this on to engineering for their review.

    • P

      additional fields for tasks: (i) client instructions received, (ii) draft papers prepared (for your own filing), (iii) draft waiting for your review
      Product Requests • • PatrickM8836

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      No one has replied

    • S

      Set task background color based on TaskStatus
      Product Requests • • SadiqA2304

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      P

      I agree. I currently use a separate spreadsheet for organizing oddball tasks. One of the main benefits of this spreadsheet over AppColl is the ability to color code the task entries so I can better view / absorb the task list. I'd love to have this ability in AppColl and get rid of this additional spreadsheet.

    • B

      Task-Specific Background Color
      Product Requests • • BrandonK6644

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      416
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      S

      @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

    • W

      Best Practices - Adding 'Reminder' tasks for deadlines
      Tasks Module • • WhitneyH9689

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      gregg_appcoll

      Hi Whitney, this would be the same idea as your other question. We can certainly walk you through this. He's an in-depth link on creating reminder tasks automatically. I hope this helps.

      p.s. send an email to support@appcoll.com to get something scheduled.

    • W

      Best Practices - Follow-Ups
      Tasks Module • • WhitneyH9689

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      gregg_appcoll

      Hi Whitney - Since follow-up reminders can be very customized to a customer's needs, we do not have default tasks or reminders. You can easily create follow-up reminder tasks and emails. Would you like someone from Support to reach out and have a call to discuss in detail?

      p.s. send an email to support@appcoll.com to get something scheduled.

    • J

      How would one create a "Notify USPTO of Foreign Filing" task that will generate for a US patent application with a Non-Publication Request filed AND a foreign application is filed that claims priority to that US application?
      Tasks Module • • JessamyN2308

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      J

      @RichardS3059 I have a follow-up question about this topic. Is there a way for the ReferenceDate of the "Request non-pub rescission" task to be the filing date of the non-US application? The task I created uses the US application filing date instead of the non-US application filing date as the reference date.
      74dcf24e-3975-4f6c-ab8d-0e245fbcfffc-image.png

    • S

      Adding new keywords?
      General Discussion • • StephanieD2107

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      gregg_appcoll

      @StephanieD2107

      Hi Stephanie,

      Do you have a Conflicts tab in your account? If so, hover over the tab and select the Add Keywords option. Does this help?

    • R

      Static timer screen
      Product Requests • • RebeccaS4799

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      gregg_appcoll

      Hi Susan,

      This might take some time as we have many projects ahead of this request. A hard date would be hard to nail down at this point.

    • C

      Matter Status "Abandonment Pending"
      Product Requests • • CatherineVH9536 0

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      387
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      gregg_appcoll

      Hi Catherine,

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

    • R

      Option to not show completed tasks in timer view
      Product Requests • • RebeccaS4799

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      406
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      gregg_appcoll

      HI Rebecca,

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

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