Make the Matter.Examiner field a Contact object, rather than a string

[SadiqA2304]

This will help greatly with form letters such as interview agendas, in which we address the examiner by their name. For example, assume that we have an Examiner named Joe Smith. The Examiner's information is imported from PAIR as "Joe SMITH." If I write a form letter in which I address the examiner, I would write it as:

Hello Examiner {Matter.Examiner},

which would populate as:

Hello Examiner Joe SMITH,

I would then need to manually remove the Examiner's first name, and re-type or otherwise reformat the last name to get what I really want, which is:

Hello Examiner Smith,

Appcoll already has some level of intelligence when importing contacts, such as when importing an Excel file with plain names. Appcoll does create/identify contact records, and populates first/middle/last names accordingly. Appcoll should do this with Examiner names as well.

The ideal user experience would be:

Hello Examiner {Matter.Examiner.Last},

which would give the desired result.

This also provides the benefit of allowing us to maintain examiner contact information, such as emails and phone numbers, which makes our lives easier and reduces time spent finding this information from other sources.

[SadiqA2304]

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

[support_appcoll]

Hi Sadiq,

You can get part of this done using some special formatting codes.

https://support.appcoll.com/form-emails-and-letters/formatting-text-fields-in-form-letters-and-emails

For example, {Matter.Examiner(ToTitleCase)} would give you Joe Smith.

Converting to a contact is a good idea, we will look into it.

Thanks,

AppColl Support

[MarkW5689]

It would also be useful to have the Examiner as a contact entry because then information such as Examiner Phone Number and email address could be used.

The email address could be used to generate template emails as well.