Automated Customer Number Listing for eOffice Action processing
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Right now, you have to enter each customer number for which you wish to have eOffice Action processing performed in a special field in AppColl settings/matters (for some reason, this field is only a small text box that shows only the first four numbers, although it seems to store many more).
When doing client intake, it's an easy thing to forget adding the new client's customer number to this setting, which means that even though AppColl might be receiving eOffice Actions for the new client's matters via eofficeaction@appcoll.com, they won't get processed by AppColl. In fact, I don't think AppColl even warns you when this happens (unlike when it has issues processing an eOffice Action for a customer number that it is set up to monitor--in which case it sends an "AppColl e-Office Action Processing Failed" email). If it's not noticed, it could be a disaster if correspondence is missed and rights are lost.
My suggestion is to make AppColl automatically process eOffice Actions for any customer number that is listed in a record in the Contacts module having a "Client" role. This could be fine-tuned to only use customer numbers listed in the Contacts module for Clients that have at least one non-transferred/non-closed matter.
This could either be made the default way that AppColl performs eOffice Action processing or could be a setting that an Admin could enable, e.g., "Perform eOffice Action processing for eOffice Actions received from any customer number for any client in the Contacts module."
Customer numbers are almost always added to client records so that they will populate into USPTO forms, like the ADS, so this would be an almost foolproof way of avoiding the issue noted above.....
ADDENDUM: At the very least, if the above is not possible, there should be the ability to email designated users (admins or specific people) any time a contact record is created that has a customer number listed that is not in the eOffice Action customer number admin setting and to have the ability to have that email re-sent on a periodic basis, e.g., first of the month. This would at least give warning to administrators that a customer number might need to be added.
