@PatrickM8836 Thanks for the suggestions. We'll past this on to engineering for their review.
Posts made by adminT7009
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RE: client instructions received, draft papers prepared, draft waiting for revieww
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RE: client instructions received, draft papers prepared, draft waiting for revieww
Hi Patrick, The current way to do this is to add keywords to the comments in the task indicating the status of the contingent activities. If you use standard wording you could create a filter to show them. As you said, you could setup a new workflow that that's a bit more complicated and may be overkill.
Thanks,
AppColl Support
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RE: New calculated field suggestion - EBD
Hi Christian, the new EBD field will be added by the end of this week. Thanks.
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RE: Set "Favorite" form letters/customize form letter list
Hi Sadiq, no progress yet, but we will review priorities with engineering. Thanks.
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RE: Automatically attach/link a triggering e-mail message to a triggered event/task
Hi George,
Interesting idea. Thanks for spending the time to clearly lay this out. We'll take a look at it.
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RE: Filter tasks in Manage Task Types
Thanks for the feedback. We hope to include the ability to filter task types by the end of the year.
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RE: Custom task fields and statuses
Hi Mark,
These are all great suggestions - thanks! Your feedback has been sent to engineering. Some of the features, such as bulk editing are already in our project plans.
Keep the great input coming.
AppColl Support
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RE: UTBMS Codes
Hi Christian,
Good input - thank you. We will be releasing improvements to the way billing codes are handled later this year. The idea of descriptions based on billing code is interesting and we'll look into it.
Thanks.