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    • S

      LLM natural language interface?
      Product Requests • • ScottS2010

      2
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      Votes
      2
      Posts
      27
      Views

      gregg_appcoll

      Thanks for the feedback. We're working on an AI Chat window for every page that will allow you do to this. If you're interested, please contact AppColl Support directly to participate in the AI Beta program.

    • ChristianS2558

      Inventor Status on Matter Details Interface
      Product Requests • • ChristianS2558

      4
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      4
      Posts
      672
      Views

      gregg_appcoll

      Hi Christian - I just upped the priority of this. Apologies for the delays.

      Gregg

    • T

      Export Report into Outlook?
      General Discussion • • TheresaE8959

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      14
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      gregg_appcoll

      Hi Theresa. There sure is. We send reports via email to any email program. If you use Outlook, the reports will open right up in the body of the email if you use option 11 as shown in the first article below. This article teaches you how to schedule reports to email you as needed. The 2nd article shows you how to create the docketing reports first. If you have further questions, feel free to reach back out here or email support@appcoll.com.

      https://support.appcoll.com/reports/schedule-reports-to-run-automatically-w-video

      https://support.appcoll.com/reports/generate-a-306090-day-docket-report

    • J

      Signatures of Assignments with X inventors
      Signatures Module • • JohnG8374

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      2
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      114
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      gregg_appcoll

      Hi John - we're looking into adding something to make this work. We will make an announcement when this has been implemented.

    • ChristianS2558

      Bulk Contact Update - Allow User Custom Contact Fields
      Product Requests • • ChristianS2558

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      1
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      131
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      No one has replied

    • A

      QB Payment link/form field for email?
      Billing Module • • AnnM8256

      4
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      4
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      316
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      gregg_appcoll

      @AnnM8256 Glad we could help.

    • D

      API for new matters
      Product Requests • • DohyunA4723 0

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      4
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      322
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      gregg_appcoll

      Hi, Priority information can be imported via a separate spreadsheet. Inventor contact information would be imported via a contacts spreadsheet. For help doing this, please contact AppColl support.

    • D

      USPTO Document Generation
      Product Requests • • DohyunA4723 0

      4
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      Votes
      4
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      295
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      gregg_appcoll

      Thanks. We'll take a look at that form - sb0439

    • P

      Hidden Tasks (Different From Transient Tasks)
      Product Requests • • PennyL5902

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      Votes
      2
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      202
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      gregg_appcoll

      Hi Penny,

      Thanks for the feedback. Have you tried filtering tasks by DeadlineType? That way you can include just important external deadlines.

    • A

      AI Wish List
      AI Features • • april_appcoll

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      644
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      gregg_appcoll

      Great feedback, Krista, thanks! We'll add these to the engineering list.

    • A

      AppColl Spring 2026 Updates!
      Announcements • • april_appcoll

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      1
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      155
      Views

      No one has replied

    • K

      How to create/save new form fields?
      AI Features • • KristaJ3145

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      Votes
      3
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      297
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      K

      @gregg_appcoll unfortunately, that doesn't work. In fact, it deletes whatever I added, so that I have only the one prompt from you guys.

    • S

      Allow default/own firm log-in without account selection after Tandem setup
      Product Requests • • SadiqA2304

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      Votes
      2
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      180
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      gregg_appcoll

      Hi Sadiq,

      Thanks for the feedback. We will pass this along.

    • P

      Pushing Tasks forward
      Tasks Module • • PamelaG4120

      2
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      Votes
      2
      Posts
      226
      Views

      gregg_appcoll

      Hi Pamela,

      The way to do this current is to filter the activity log from the reports module. Search for changed and respondby in the description field.

      3512ab06-b2dd-4795-a054-46093dab9d16-image.png

    • ChristianS2558

      Better Trigger Condition Editing
      Product Requests • • ChristianS2558

      6
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      Votes
      6
      Posts
      634
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      gregg_appcoll

      Thanks, Christian!

    • J

      Follow up - Question - how can a user re-configure column titles in a task response reminder email
      General Discussion • • JadaL5358

      2
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      Votes
      2
      Posts
      156
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      gregg_appcoll

      Hi Jadal,

      As the built-in task reminder reports cannot be changed, we recommend creating a custom scheduled report for task reminders. That way, you can add any information you need. Please contact AppColl Support if you need more details.

    • J

      IDS Workflow with paralegal and attorney
      Prior Art Module • • JohnG8374

      1
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      1
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      172
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      No one has replied

    • ChristianS2558

      Better Form Field Syntax
      Product Requests • • ChristianS2558

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      Votes
      3
      Posts
      524
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      gregg_appcoll

      Hi Christian - we have passed this on to enginering for future consideration. We hope this helps.

    • M

      Using the Ser # field for Trademark Conflict Matters
      General Discussion • • MeganM3387

      3
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      Votes
      3
      Posts
      295
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      gregg_appcoll

      Hi Megan - can we set up a call to better understand your request? Please email support@appcoll.com and suggest some dates, times and timezone. Thank you.

    • gregg_appcoll

      Welcome to the AI Beta
      AI Features • • gregg_appcoll

      1
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      214
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      No one has replied

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