@AngieL8074 The first time any invoice is created for a new client, the format will be used the next time the same client is selected. So this acts as a template.

This continues for adding additional clients.

We hope this helps.

Gregg, yes it does. But I start from the Reports module, generate a report, then change it, I have to enter the report name in full, since the drop-down wasn't used.

@gregg_appcoll Perfect! Thanks.

I can now automatically address e-mail correspondence to examiners, such as to request interviews. In the "To" field, I put:

{Matter.Examiner} <{Matter.Examiner(FirstWord)}.{Matter.Examiner(LastWord ToTitleCase)}@USPTO.gov>

and in the salutation, I put:

Dear Examiner {Matter.Examiner(LastWord ToTitleCase)}:

-George

Hi - we are actively working on the transition. We will make an announcement this week.

Hi Richard - Unfortunately, we can't disclose future development plans at this time. Is there anything specific you're looking for?

@gregg_appcoll This is great. I added the email to the default comment to those tasks and it works great.

@mike_appcoll 😮

This is basically what I'm asking for actually

Thanks for the input. As this stage it would be very difficult to change the name of a column as all of our users are familiar with the current name. We would need to have a mechanism that allows it to be changed just for your account, which is complex.

Thanks for the ideas - very interesting. We'll pass it onto engineering for consideration.

AppColl Support

Hi Mark,

Thank you for the feedback. This is an interesting idea and something we will pass on to engineering for consideration.

-AppColl Support

Thank you for the input. These are good ideas. We will pass this onto engineering for consideration.

@ChristianS9906 We have elevated the priority and will discuss at our next engineering projects review.

Hi George, we understand what you're saying and will look into it.

Thanks.

@gregg_appcoll That sounds good.

@SeanW8986 The best approach here (for a single matter) is probably to generate the standard reminder dates and then edit them manually. If you have a subset of matters with this flow (e.g. a specific client) you could setup a new workflow.

Thanks,

AppColl Support

@RichardS3059 - what you really want is {Matter.Client.ShortName} for the client code and {Matter.Client.Name} for the full name. We hope this helps.

Hi @TarC6989 we don't currently have a way to do this. However, we will pass this on to our engineers for future consideration. Thank you.

Hi George,

Thank you for your suggestion. We will pass this on to engineering for future consideration.