Thank you for the feedback.

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.

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

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?

Hi Christian,

Thank you for the suggestions. We will take this under consideration.

Hi there. Currently, we do not have a way to do this. Just so we understand, what might you add to multiple references?

@jonah-soundhound-com I use Patent Center. I haven't used EFS-Web for months. The missing fonts issue I mentioned above relates to Patent Center. I did not try uploading the IDS via EFS-Web. I agree, it does not make sense to spend engineering effort to help with problems in a system that is planned for deprecation. However, Patent Center is not planned for deprecation.

@SadiqA2304 I thought of that but was concerned that it might muck with triggering conditions if the task name was later changed to remove the "under development" text.

It would also mean that normal users would still see it and the under development tasks would still clutter up the interface.

@GreggH8509 Thank you!!

Hi George,

This is a great idea. We will explore this idea. Keep the suggestions coming.

@AnnM9156 thanks for your input. We use an arbitrary attorney reference number format which does not include a country code.

The transient task solution wouldn't really do much--just email the recipients once when the note is updated. Fast forward a month later, and nobody will remember that they received that email, and might miss whatever is important.

Your pop-up slap-to-the-face approach would be much more effective at getting a user's attention.

@GreggH8509 Great, thank you--would be very helpful!

Hi George,

If you are looking for automated email templates with this feature, there is a workaround that you can use to get to a similar end result. Create a transient task for each desired "flavor" of email that you want to send out and use whatever triggers you want to control under what conditions each transient task fires. Each transient task can have its own notifications set up, so you could have two different transient tasks that trigger when a Pay Issue Fee task dockets--one for small entity and one for large entity (bonus--you can include language in the small entity version reminding the client to inform you if they are no longer small entity).

But that only works if you are automatically sending these emails out, so maybe not a good fit for what you are wanting to do.

@MelissaT3398 - thank you!

Hi Ann,

Thank you for your feedback. We have added this to our list of future projects. We will let you know when this has been added. Thanks.

@GeorgeJ4336
This happens for us frequently as well. Our work around is to forward the email to the appropriate AppColl email address (ex. xxxxm123@intake.appcoll.com). I generally just put "for the file" in the email message, but this way it is saved to the matter, the documents are saved separately AND the message appears in the conversation tab.

If you select an assignee for a contact (in the contact details page) and the assignee has an address, it will automatically copy over to the contact's address. Please note, this will not overwrite any existing contact address information. It will only populate the assign address if the contact address is blank.

We have spoken with engineering to link the assignee address to the contact address, such that changing the assignee address will automatically update the contact address.

We will update this post when this has been completed.