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    • S

      Adding new keywords?
      General Discussion • • StephanieD2107

      2
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      Posts
      756
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      gregg_appcoll

      @StephanieD2107

      Hi Stephanie,

      Do you have a Conflicts tab in your account? If so, hover over the tab and select the Add Keywords option. Does this help?

    • C

      Matter Status "Abandonment Pending"
      Product Requests • • CatherineVH9536 0

      3
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      3
      Posts
      815
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      gregg_appcoll

      Hi Catherine,

      This has been added to your account. We hope this helps.

    • R

      Option to not show completed tasks in timer view
      Product Requests • • RebeccaS4799

      3
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      Votes
      3
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      986
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      gregg_appcoll

      HI Rebecca,

      We have added this to our list of items to address. We will certainly let you know when this has been added.

    • M

      File types for custom form letters
      Matters Module • • maggie_appcoll

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      Votes
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      734
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      gregg_appcoll

      DOCX or RTF. Click here for more information.

      https://support.appcoll.com/form-emails-and-letters/generate-form-letters-for-matters

    • M

      Can we import custom information using the matter importing spreadsheet?
      Matters Module • • maggie_appcoll

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      769
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      gregg_appcoll

      Yes you certainly can. If you have a custom matter user field already added to your settings, you may also add it to the matter importing spreadsheet. The system should recognize that custom field and import the data from that column that is in your spreadsheet.

    • ChristianS2558

      Browser email editor should not modify email templates
      Product Requests • • ChristianS2558

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      829
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      gregg_appcoll

      Hi Christian - we'll look into making this an option. Thanks for the suggestion.

    • C

      ADS Continuity Type in PCT Families
      Product Requests • • CatherineVH9536 0

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      926
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      gregg_appcoll

      Hi Katherine - we are aware of this and have it as a project to fix. In the meantime, you would still need to make manual changes. We hope this helps.

    • 1.AaronH9792

      Fast Track - Add: PPH
      Matters Module • • 1.AaronH9792

      4
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      4
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      1252
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      gregg_appcoll

      @1-AaronH9792

      Yes this will work.

    • ChristianS2558

      Now that we have an EBD field, we need to be able to reference it as Response Date for task scheduling
      Product Requests • • ChristianS2558

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      3929
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      gregg_appcoll

      Hi Bruce and Christian - The EarliestBenefitDateEdited was not meant to be included in task triggers. This will removed. It's an internal field we use to know whether an EBD has been manually edited by the user.

      If another connection is added to a matter, we will automatically recalc the EBD, for the current matter as well as each matter in the family (assuming a change is needed). I hope this helps.

    • C

      IDS Reference Count
      Product Requests • • CatherineVH9536 0

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      1557
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      gregg_appcoll

      @CatherineVH9536-0

      Hi Catherine. It looks like the new SB08a form resets the numbering for each category. And not a continuous number all the way through each category. We wouldn't be able to change this since the form forces the cite number. We hope this helps.

    • B

      Count of Office Actions and RCE
      Product Requests • • BrandonK6644

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      2318
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      gregg_appcoll

      @BrandonK6644 We worked in depth with our developers on this today. Unfortunately, there is not a way to make this work within the current reporting capabilities of AppColl.

      Apologies for the delay.

    • ChristianS2558

      Ability to specify whether USPTO e-Office Action tasks default to Transient Events
      Product Requests • • ChristianS2558

      5
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      2067
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      gregg_appcoll

      @BrandonK6644

      So sorry for the delay. We have increased the priority on this one. We will announce when this has been done.

    • ChristianS2558

      New calculated field suggestion - EBD
      Product Requests • • ChristianS2558

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      5852
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      ChristianS2558

      @BruceY9495 UPDATE: Our account has EBD data for about 40 matters, but that's it. I guess it is still updating/being calculated.

      Our account had the EBD data in it as of this morning, so I think they have added it.

      Thanks, Gregg!

    • B

      New USPTO IDS fees
      Product Requests • • BenjaminK4148

      4
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      Votes
      4
      Posts
      1682
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      gregg_appcoll

      @MelissaT3398 The new form was pushed out yesterday from the PTO. We should have it in AppColl by tomorrow. I hope this helps.

    • ChristianS2558

      Improved add columns interface
      Product Requests • • ChristianS2558

      10
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      10
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      2678
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      gregg_appcoll

      @ChristianS9906 Great. Thanks for the feedback.

    • B

      6 and 9 year con/div filing reminders
      Product Requests • • BenjaminK4148

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      1280
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      L

      @ChristianS9906 agree that is a good alternative

    • S

      Set "Favorite" form letters/customize form letter list
      Product Requests • • SadiqA2304

      8
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      Votes
      8
      Posts
      2290
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      A

      Hi Sadiq, no progress yet, but we will review priorities with engineering. Thanks.

    • J

      Slow Task Document Selection
      General Discussion • • joe_appcoll

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      608
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      No one has replied

    • S

      "Clear own locks" button
      Product Requests • • SadiqA2304

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      2065
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      S

      @joe_appcoll Nice, thanks

    • J

      Billing Code Upgrade (December 2024)
      Billing Module • • joe_appcoll

      1
      2
      Votes
      1
      Posts
      735
      Views

      No one has replied

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