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    • RichardS3059

      Tasks for Madrid TM applications
      Tasks Module • • RichardS3059

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      A

      @RichardS3059 Hi Richard,
      I 100% agree with you but, as you said, AppColl is 100% customizable on that matter, so we have created all the EPO-related tasks ourselves.
      We looked at how the native tasks were set up in AppColl (usually a event triggering a task, with notifications associated) and replicated the process.
      It was a bit of work, especially since we wanted to do it in the most efficient way, but it's working well.
      Our patent workload is not massive (we're inhouse) so we create a new type of task each time we receive new type of communication from the EPO.

    • B

      XLSX export rather than CSV
      Product Requests • • BrandonK6644

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      2
      Posts
      351
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      gregg_appcoll

      @BrandonK6644 Thanks for the input, we will pass this on to our engineering group for future consideration.

    • J

      Contact creation date
      Contacts Module • • joe_appcoll

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      549
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      gregg_appcoll

      @MelissaT3398 Currently we don't have a way to show a created date field that allows for showing a table of contacts and their dates. The only way to do with would be through the transaction history. Search for "added contact" and the name and look at the transaction date.

    • ChristianS9906

      Better Trash
      Product Requests • • ChristianS9906

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      1012
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      ChristianS9906

      @gregg_appcoll Ah, thanks for clarifying. Might be worth including some parenthetical text below the "Empty Trash" button to indicate that it has this capability.

      Looking forward to using it!

      Best,
      Christian

    • M

      More control for admins and assigning Bulk Edit permissions
      Product Requests • • MelissaT3398

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      1917
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      gregg_appcoll

      Hi Melissa - this is a good idea and something we will pass on to engineering. Keep the ideas coming.

    • RichardS3059

      Link to child applications
      Product Requests • • RichardS3059

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      336
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      gregg_appcoll

      @RichardS3059 thanks for the input. We will pass this on to engineering. Keep the ideas coming.

    • GeorgeJ4336

      Work-around for character limit on "applicant" field in Terminal Disclaimers
      Product Requests • • GeorgeJ4336

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      356
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      gregg_appcoll

      @GeorgeJ4336

      Thank you for bringing this to our attention. We will pass this on to engineering for an update.

    • B

      Email Intake address simplification
      Product Requests • • BrandonK6644

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      2619
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      gregg_appcoll

      @MelissaT3398

      Hi Melissa,

      We added the ability to use the AttorneyRef as part of the email address for sending correspondence into a matter.

    • M

      Hard External Deadlines
      Product Requests • • MarkW5689

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      225
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      No one has replied

    • T

      Applicant OR First Named Inventor?
      General • • TPLA3794

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      GeorgeJ4336

      @Timothy Several people requested that syntax be added to enable conditional selection of field contents, such as when a first field is null. See the thread at https://forum.appcoll.com/topic/201/syntax-for-alternate-field-when-a-first-field-is-blank. I, for one, still would like to see such syntax added. For one thing, it would alleviate the need for one-off special fields, such as {Matter.ClientContact.NicknameOrFirst}, in that we users could program our own such fields.

      Also see this thread (https://forum.appcoll.com/topic/204/add-calculations-if-then-logic-and-database-queries-to-template-fields?_=1704255780781) on a related topic.

    • J

      Trigger Event is "When particular TaskType with a FinalDueDate date is in the past"
      General Discussion • • JasonP2345

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      gregg_appcoll

      @JasonP2345 Currently, this is not available. However, we are working on a new interface that would allow such a trigger. It's still a number of months out. We will keep you posted. Thanks for the suggestion.

    • ChristianS9906

      Inventor Status on Matter Details Interface
      Product Requests • • ChristianS9906

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      336
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      gregg_appcoll

      @ChristianS2558 Thank you for your input. We will pass this on to engineering.

    • ChristianS9906

      Add ability to add column aliases for reports....
      Product Requests • • ChristianS9906

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      326
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      gregg_appcoll

      Hi Christian,

      Thank you for the suggestion. We'll have to look into this and see what's involved for our developers. We hope this helps.

    • B

      Multiple users associated with a task
      Product Requests • • BrandonK6644

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      357
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      support_appcoll

      Hi Brandon, the way to handle this is through the "Affliated..." task filter. Click here. Hopefully this works for you. Thanks.

    • GeorgeJ4336

      "Opted-out of UPC" checkbox for EP cases
      Product Requests • • GeorgeJ4336

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      349
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      support_appcoll

      Thanks - good idea. We'll pass it on to engineering for review.

    • S

      New field formatting code to add periods after single letters
      Product Requests • • SadiqA2304

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      1181
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      S

      @gregg_appcoll Thanks, looks like it's working. For Examiner names, I'm doing

      {Matter.Examiner(ToTitleCase, AddPeriodToSingleCharacter)}

    • J

      Add Form Generation and Attachment to E-mail Templates
      Product Requests • • JasonP2345

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      936
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      B

      @GeorgeJ4336 said in Add Form Generation and Attachment to E-mail Templates:

      This would, for example, make preparing reporting messages easier, because relevant documents, or perhaps a superset of them, would already be attached to the draft reporting message AppColl generates.
      Alternatively, the Edit Template UI could be augmented to include a similar checkbox, as mocked up below.

      The ability to add a document associated with a task to an email would be absolutely amazing!

    • B

      Notification email when owner of task is changed
      Product Requests • • BrandonK6644

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      No one has replied

    • B

      Single email with multiple reports
      Product Requests • • BrandonK6644

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      213
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      No one has replied

    • S

      Set the top level folder for the matter as a default folder when adding documents
      Product Requests • • SadiqA2304

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      522
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      B

      I'd suggest allowing the admin to select a default folder. For example, the default could be "WorkInProgress" everytime you want to upload a new document or create a form letter within a task.

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