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    • S

      Make the Matter.Examiner field a Contact object, rather than a string
      Product Requests • • SadiqA2304

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      S

      @support_appcoll This helps for now. Hopefully in the near future it gets augmented into a full Contact object.

    • ChristianS9906

      Account-Switch while retaining matter
      Product Requests • • ChristianS9906

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      4
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      717
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      support_appcoll

      Hi Christian,

      Thanks for the feedback.

      There are however, significant security issues with having multiple accounts active in one browser session, so it's unlikely we will be able to do this.

      AppColl Support

    • GeorgeJ4336

      Enable client contact record to point to multiple other contact records, ex. GC, billing contact & paralegal
      Product Requests • • GeorgeJ4336

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      602
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      gregg_appcoll

      Hi George - we will contact you directly to discuss this further.

    • ChristianS9906

      Cannot filter based on Discussion field...
      Product Requests • • ChristianS9906

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      560
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      gregg_appcoll

      Hi Christian - this filter has been added. We hope this helps.

      AppColl Support
    • S

      New field request: Contact.FirstOrNickname
      Product Requests • • SadiqA2304

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      GeorgeJ4336

      Thanks. This is a great addition.

    • M

      Has anyone configured for task to be assigned to more than one owner?
      Tasks Module • • MichelleM6342

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      1046
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      RichardS3059

      @JonahP1621 I've certainly worked with more than one docketing systems that allowed matters and docket entries to be assigned to multiple attorneys. That way, things would show up on each person's docket. Usually, the docketing system simply designated them as Attorney 1, Attorney 2, etc. and the firm could choose by policy the roles assigned to each of the Attorney n fields. At one big firm where I was a partner, at least one partner insisted that docket reports produced for him only show docket items for those few cases where he was the working attorney. The system we had there was so bad that I found to my horror that
      one docketing clerk spent their entire day just producing daily docket reports for each attorney by running a giant docket for everyone, then manually extracting the docket for each attorney into a spreadsheet for just that person. I was able to cut that down to no more than an hour by writing some code to split the giant docket into individual files. It wasn't a great solution but was the best we could do with the limited capability of the system.

    • ChristianS9906

      Discussion Edit/Delete Privileges
      Product Requests • • ChristianS9906

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      633
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      admin

      @ChristianS9906 Thanks for the "reminder" --Discussions are a current project at the moment; we should be able to address this soon.

    • ChristianS9906

      Report Usage Stats
      Product Requests • • ChristianS9906

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      493
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      admin

      @ChristianS9906 Thanks for the suggestions; we've added them to our feature request list for prioritization.

    • M

      Fill in the Assignee type for the 3.73(c) statement
      Product Requests • • MarkW5689

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      540
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      support_appcoll

      @MarkW5689 said in Fill in the Assignee type for the 3.73(c) statement:

      3.73(c)

      Hi Mark - this is a good suggestion. We have added this a formal change request by auto-populating the field with "Corporation" upon generation. Currently, we will leave the contact record alone. We hope this helps.

      AppColl Support
    • M

      Madrid Trademark Applications Application Number
      Product Requests • • MarkW5689

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      806
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      support_appcoll

      @MarkW5689 said in Madrid Trademark Applications Application Number:

      LOST.001.WP1

      Hi Mark - This is a good idea. We will add this as change request. We will let you know when this has been added. Currently, we do not have an ETA.

      AppColl Support
    • GeorgeJ4336

      Augment "Attach Document or Form Letter" document chooser so it also lists prior art documents associated to the matter
      Product Requests • • GeorgeJ4336

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      445
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      support_appcoll

      Hi George - thank you for the suggestion. We will pass this on to our engineering group for consideration. We hope this helps.

      AppColl Support
    • ChristianS9906

      Make TaskType Description available via Form Fields/Reports
      Product Requests • • ChristianS9906

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      501
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      support_appcoll

      Hi Christian,

      Good ideas - thanks. We've added an engineering item for these suggestions. a) can be done reasonably quickly. b) will take longer.

    • B

      Import 892 Forms
      Prior Art Module • • BruceY9453

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      1060
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      support_appcoll

      @BerndN5890

      Can we ask how you arrived at that URL via navigating Patent Center?

      AppColl Support
    • ChristianS9906

      Merge Contact should show first/middle/last as separate columns....
      Product Requests • • ChristianS9906

      1
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      288
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      No one has replied

    • ChristianS9906

      Bulk USPTO Form Field Population
      Product Requests • • ChristianS9906

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      587
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      support_appcoll

      Thank you Christian for the suggestion. We will pass this on to engineering for consideration. Keep the ideas coming.

      AppColl Support
    • J

      Add a link to the "Matter Prior Art" for a Matter on the Matter Page.
      Product Requests • • JasonP2345

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      1277
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      JonahP1621

      @mike_appcoll Thank you for doing Learning Series tutorials on often overlooked features. But please also always consider why often overlooked features are often overlooked. Perhaps some eventual user interface tweaks will result in fewer features being often overlooked.

    • M

      Issue Notification Received?
      Tasks Module • • MichelleM6342

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      1010
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      support_appcoll

      Thank you for the feedback.

    • J

      "Owner" of Tasks is a Pointer
      Product Requests • • JasonP2345

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      507
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      support_appcoll

      Hi Jason,

      Thank you for the suggestion. As a policy we don't automatically change the owner of tasks or automatically close tasks. We feel the potential for error is too great.

      AppColl Support
    • T

      Feature Request: PTO Fee Schedules
      Billing Module • • TarC6989

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      884
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      support_appcoll

      Hi there. Thank you for the suggestion. We will certainly look into this.

      AppColl Support
    • T

      Feature Request: Timekeeper Applet(?)
      Product Requests • • TarC6989

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      479
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      support_appcoll

      HI there. Thank you for your suggestion. You should be able to give attorneys access to only the billing module, so they can enter their time and nothing else. Would this not work?

      AppColl Support
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