@joe_appcoll Nice, thanks

Thanks for the suggestion. We will certainly pass this on to engineering.

The reason may have been to stop generating a number of tasks when the priority date changes. This allows you to manually edit what you need.

@ChristianS9906 We will be adding a way to access the client's intake address if their account is being synced to.
There is not currently a notification for when a bad intake address receives an email.
We will discuss adding this as well.
Account admins do receive a notification if an email is sent to a valid intake address but the sender is not whitelisted.

@ChristianS9906 Whereas AppColl already implemented the change you requested, I'm reluctant to request they change it back. I don't know to what extent others have strong or weak feelings about e-mail addresses with or without aliases (display names). You and I have stated our preference and reasons. It would be interesting to see if anyone else expresses an opinion.

This feature is really important and should be prioritized. It is causing many manual work around on our end and that is disappointing.

@gregg_appcoll Yes, the issue I pointed out occurs on the "Payments Summary" page, which is the first page of my invoice and includes the client's mailing address, so it is the first page the client sees when he opens the invoice. Adding some text to clarify that the "Items through..." date covers payments and retainers (but not billing items) would be helpful. Thanks.
In addition, it would be nice to have the invoice (perhaps optionally) show the period covered, i.e. the cut-off date.
George

Hi George,

Interesting idea. Thanks for spending the time to clearly lay this out. We'll take a look at it.

@AccountingA3700

We have added this as a formal new feature request. We will let you know when this has been added.

Hi Leslie,

We're working with engineering to see if this is possible. We will get back to you soon. Thanks.

@amy_appcoll

Yes, there is. You can use triggers for multiple task types that are all the same. So task 1 would trigger when some other action occurs. Task 2 would trigger from the exact same action as task 1 did. Same with tasks 3, 4, etc.

@gregg_appcoll Thanks. How long does it typically take for an issued patent to be available on espcaenet to grab the references cited?

I created two user fields, one for first use in commerce and one for first use anywhere. I wouldn't try to overload priority date or some other pre-existing date with first use information.

Of course, it would be nice if AppColl had standard fields for these dates.

@KimG5166

Thank you for the suggestion. We will look into adding an option to choose between the two. We hope this helps.

We will certainly get this added Christian. Thanks for letting us know.

We might be able to do this if you're using AppColl to send the email. We will pass this onto engineering. Unfortunately, it would not be possible to do so if you're using Outlook/Gmail due to browser restrictions on the amount of data that can be sent to another email program.