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    • B

      API For AI
      Product Requests • • BrandonK6644

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      B

      @gregg_appcoll Missed this! Sorry! I just reached out. Thank you.

    • S

      EP unitary patent with additional validations
      General Discussion • • SharonB9293

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      No one has replied

    • M

      Invoice-Level Locking to Improve Multi-User Workflows
      Product Requests • • MichaelS4111

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      58
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      gregg_appcoll

      Hi Michael. Thanks for the feedback. Did you know that AppColl can create one invoice per matter in a bulk operation? This may alleviate the issue you have with multiple users trying to create multiple client-specific invoices. Now, as you know, this will not allow for editing multiple invoices by multiple users simultaneously.

    • gregg_appcoll

      Why do the daily task notification emails not include every task coming due on every day?
      General Discussion • • gregg_appcoll

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      No one has replied

    • K

      Windows Explorer-type Desktop Interface?
      General Discussion • • KennethF1893

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      gregg_appcoll

      @JohnG8374

      This is a significant project that we have formally added to our project list. This may take quite a bit of time.

      Thanks.

    • M

      DocuSign Integration Woes. Here's What We Need.
      Product Requests • • MichaelS4111

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      126
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      gregg_appcoll

      @WendyZ2824 We reached out and are awaiting a response from him.

    • 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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    • gregg_appcoll

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

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      34
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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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      No one has replied

    • A

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

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      21
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      No one has replied

    • gregg_appcoll

      Customer Matter Types and Statuses
      Matters Module • • gregg_appcoll

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    • P

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

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      480
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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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    • 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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      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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      376
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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.

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