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    • M

      Periodic Tasks
      Product Requests • • MarkW5689

      1
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      241
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      No one has replied

    • S

      New field: {Matter. InventorFirstNames}
      Product Requests • • SadiqA2304

      22
      4
      Votes
      22
      Posts
      3333
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      gregg_appcoll

      @SadiqA2304 Thanks. We will get this taken care of.

    • ChristianS9906

      New DeadlineType: Workflow
      Product Requests • • ChristianS9906

      2
      1
      Votes
      2
      Posts
      333
      Views

      gregg_appcoll

      @ChristianS9906 Thank you for the suggestion. We will certainly pass this on to engineering for consideration.

    • M

      We've Transitioned to Patent Center
      Announcements • • mike_appcoll

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      665
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      K

      @GeorgeJ4336 Yes, I've been following 2 blogs you mentioned, and I've also posted in eCommerce modernization Ideascale to report to PTO about broken XML files among others. I really hope PTO won't be shutting down EFS-Web and Private Pair on the 15th!

      https://uspto-emod.ideascale.com/a/index

    • GeorgeJ4336

      ADS has two USPTO customer number fields - filled separately by AppColl
      Matters Module • • GeorgeJ4336

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      1
      Votes
      2
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      446
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      support_appcoll

      Hi George - good information, thanks for posting.

    • B

      Add Patentcenter deep link to top of matter
      Product Requests • • BerndN5890

      6
      7
      Votes
      6
      Posts
      856
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      GeorgeJ4336

      @gregg_appcoll Thanks, Gregg.
      -George

    • GeorgeJ4336

      Don't replace commas with semicolons in e-mail address fields
      Billing Module • • GeorgeJ4336

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      1
      Votes
      3
      Posts
      750
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      gregg_appcoll

      Thank you for pointing this out George. We will get this taken care of and let you know when done.

    • T

      Custom Dynamic Fields
      Matters Module • • TPLA3794

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      Votes
      2
      Posts
      414
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      gregg_appcoll

      Hi,

      This should work. What happens when you try this syntax?

      AppColl Support
    • S

      New field formatting code to return last word of a field
      Product Requests • • SadiqA2304

      3
      2
      Votes
      3
      Posts
      507
      Views

      S

      @gregg_appcoll Thanks, I think it's working. I'm doing Examiner {Matter.Examiner(ToTitleCase, LastWord)} to change "Examiner John A SMITH" to "Examiner Smith".

    • A

      Automatically update the owner of existing tasks if personnel is changed in biblio section.
      Product Requests • • AngelaT8835

      3
      4
      Votes
      3
      Posts
      429
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      gregg_appcoll

      Hi Angela,

      This should help. While it's not automatic, it will allow you to make these changes whenever you change the personnel of matters. Thanks.

      00f505cc-eea2-47a3-b960-eb9a11841ef8-image.png

    • A

      Creating Invoice Templates
      Billing Module • • AngieL8074

      2
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      Votes
      2
      Posts
      379
      Views

      gregg_appcoll

      @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.

    • RichardS3059

      Editing a report
      Product Requests • • RichardS3059

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      2
      Votes
      3
      Posts
      480
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      RichardS3059

      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.

    • GeorgeJ4336

      Add ability to generate a form letter from an invoice details page
      Product Requests • • GeorgeJ4336

      1
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      218
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      No one has replied

    • GeorgeJ4336

      Add support for "LastWord" text formatting
      Product Requests • • GeorgeJ4336

      5
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      Votes
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      Posts
      708
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      GeorgeJ4336

      @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

    • B

      Impact of EFS-Web and Private PAIR Shutdown?
      General Discussion • • BerndN5890

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      Votes
      2
      Posts
      381
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      gregg_appcoll

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

    • RichardS3059

      AppColl Roadmap?
      General Discussion • • RichardS3059

      2
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      Votes
      2
      Posts
      393
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      gregg_appcoll

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

    • M

      Announcing the AppColl Learning Center
      Announcements • • mike_appcoll

      1
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      1
      Posts
      314
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      No one has replied

    • M

      Intake Email Fields
      Product Requests • • MarkW5689

      4
      1
      Votes
      4
      Posts
      665
      Views

      M

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

    • S

      "Documents" tab in Matters module
      Product Requests • • SadiqA2304

      4
      1
      Votes
      4
      Posts
      649
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      S

      @mike_appcoll 😮

      This is basically what I'm asking for actually

    • T

      Option to rename "Respond By" field to "Due Date"
      Product Requests • • TravisL7773

      2
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      Votes
      2
      Posts
      343
      Views

      support_appcoll

      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.

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