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    • ChristianS9906
      ChristianS9906 last edited by

      AppColl allows admins to define custom fields (would be nice to have a few more of those!). Those fields are shown above the Notes field and below the Connections and Inventors field. Custom date fields are shown in a column to the right, and all other custom fields in a column to the left. There is the ability to re-order the fields within each column.

      What would be really nice (and admittedly pretty challenging to pull off, I bet) is to give admins the ability to change where custom fields are located in the Matter details interface. For example, let's say that I create a "TD_Date" field that is intended to record the expiration date of a patent subject to terminal disclaimer--I'd probably want that info to be up near the "expiration date" field. Similarly, if I have a custom field of "ClientAdmin" to that is intended to record which client paralegal/secretary is assigned to a given matter, I'd probably want that to be just below "ClientContact" in the GUI.

      It would be really neat if AppColl offered this flexibility.....

      Cheers,
      Christian

      1 Reply Last reply Reply Quote 3
      • ChristianS9906
        ChristianS9906 @JonahP1621 last edited by

        @jonah-soundhound-com Yeah, I thought of that as well--but at some point, too much customizability becomes problematic for AppColl since it makes it difficult for them to write coherent instructions for users (if you have a screen shot showing where fields are but users may have completely different UI layouts, that may introduce headaches).

        However, one way to maybe address that is to have a button/toggle in the UI that lets users instantly flip between a "default" AppColl UI layout (like it is now) and a customer-defined layout (in which admins could reposition any fields to suit the needs of their attorneys/admins). That way AppColl's help files are still applicable to the AppColl default, but users can also use custom layouts--with the understanding that AppColl help files are intended to be directed at the default layout....

        1 Reply Last reply Reply Quote 1
        • JonahP1621
          JonahP1621 last edited by

          One might generalize the request as an ability to specify the order of any field (custom or standard) within the 2 (actually 3) columns of a Matter view.

          ChristianS9906 1 Reply Last reply Reply Quote 0
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