Topics created by BrandonK6644

Thank you, Christian, for the excellent write-up.

Brandon - does this help?

@gregg_appcoll Missed this! Sorry! I just reached out. Thank you.

@BrandonK6644 Whoops, looks like I had the same idea, but a few weeks later https://forum.appcoll.com/topic/343/set-task-background-color-based-on-taskstatus?_=1748361445416

@BrandonK6644 We worked in depth with our developers on this today. Unfortunately, there is not a way to make this work within the current reporting capabilities of AppColl.

Apologies for the delay.

@BrandonK6644 Thank you for the suggestion. We will pass this on to our engineering group for future consideration.

@BrandonK6644 Thank you for the suggestion. We will certainly pass this on to engineering for future consideration. Keep the ideas coming.

@BrandonK6644 Thanks for the input, we will pass this on to our engineering group for future consideration.

@MelissaT3398

Hi Melissa,

We added the ability to use the AttorneyRef as part of the email address for sending correspondence into a matter.

Hi Brandon, the way to handle this is through the "Affliated..." task filter. Click here. Hopefully this works for you. Thanks.

👍 Long been on my wish list, too.

Thank you for the request Brandon.

The speed with which we implement new features depends on several factors:

The number of customers requesting the feature. Obviously more requests elevates the priority.
The complexity of the feature, particularly if it requires a user interface change. We strive to keep AppColl easy-to-use - keeping the UI simple and uncluttered is a big part of that.
The generality of the request. Is this something all AppColl users would find useful or just a few?
We've recorded your suggestion and we will let you know if and when we have a schedule for implementation.

We very much appreciate you taking the time to send us thoughts about how to improve AppColl. Keep the ideas coming!

Hi Brandon. Thank you for your suggestion.

The speed with which we implement new features depends on several factors:

The number of customers requesting the feature. Obviously more requests elevates the priority. The complexity of the feature, particularly if it requires a user interface change. We strive to keep AppColl easy-to-use - keeping the UI simple and uncluttered is a big part of that. The generality of the request. Is this something all AppColl users would find useful or just a few?

We've recorded your suggestion and we will let you know if and when we have a schedule for implementation.

We very much appreciate you taking the time to send us thoughts about how to improve AppColl. Keep the ideas coming!

@BrandonK6644 I agree. Other docket management systems (ex., Clio, I believe) have nice implementations of this. You click on a document in the docket management system web page, and the document downloads to your computer (ex., to the Downloads folder), and your preferred application automatically launches to open the document. When you close the document, the document is automatically uploaded back to the the docket management system. It is all transparent.

In some implementations, a program runs in the background to make this magic happen. The docket management system communicates with the background program telling it what the user clicked on, and the background program launches the application program, pointing the application to the downloaded file. The background program monitors the downloaded file, and after the application closes the file, the background program automatically sends the edited file back to the docket management system.

@BrandonK6644 said in .docx Form Letter templates:

I'd also love to be able to automatically generate a template within a task when the task is generated. Is that possible?

+1 for this request - automatically adding documents to tasks would be a great time saver.

Thank you so much for your suggestion.

The speed with which we implement new features depends on several factors:

The number of customers requesting the feature. Obviously more requests elevates the priority. The complexity of the feature, particularly if it requires a user interface change. We strive to keep AppColl easy-to-use - keeping the UI simple and uncluttered is a big part of that. The generality of the request. Is this something all AppColl users would find useful or just a few?

We've recorded your suggestion and we will let you know if and when we have a schedule for implementation.

We very much appreciate you taking the time to send us thoughts about how to improve AppColl. Keep the ideas coming!