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    Topics created by ChristianS2558

    • ChristianS2558

      Automated Customer Number Listing for eOffice Action processing
      Product Requests • • ChristianS2558

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      ChristianS2558

      @gregg_appcoll Understood about the privacy issues--if the addendum feature could be added, that would be great and honestly seems like it would address most of the issues.

      Ideally it would be implemented in a way that allowed for admins to specify one or more individuals that should receive the email warning, and to specify when it was sent (it would be great it if it could be a) when a contact record with an unlisted customer number is saved and b) on a regular scheduled basis, e.g., on the 1st of each month).

      Although, it seems like the automated approach could be implemented, but with a check to make it so that if there are two accounts listing the same customer number, then permission is sought from the first before authorizing the second. I mean, if I enter another customer's customer number into the settings page and save it, it's still there, right? You just don't enable it until permission is granted?

    • ChristianS2558

      Background Bulk Update
      Product Requests • • ChristianS2558

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      A

      Hi Christian, we're working on it - should be available before the end of the year.

    • ChristianS2558

      Browser email editor should not modify email templates
      Product Requests • • ChristianS2558

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      gregg_appcoll

      Hi Christian - we'll look into making this an option. Thanks for the suggestion.

    • ChristianS2558

      Power of Attorney Field
      Product Requests • • ChristianS2558

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      P

      @gregg_appcoll adding onto the Power of Attorney yes/no. It would be helpful if a POA form could be linked to the actual contact (assignee or inventor)

    • ChristianS2558

      Now that we have an EBD field, we need to be able to reference it as Response Date for task scheduling
      Product Requests • • ChristianS2558

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      gregg_appcoll

      Hi Bruce and Christian - The EarliestBenefitDateEdited was not meant to be included in task triggers. This will removed. It's an internal field we use to know whether an EBD has been manually edited by the user.

      If another connection is added to a matter, we will automatically recalc the EBD, for the current matter as well as each matter in the family (assuming a change is needed). I hope this helps.

    • ChristianS2558

      New calculated field suggestion - EBD
      Product Requests • • ChristianS2558

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      ChristianS2558

      @BruceY9495 UPDATE: Our account has EBD data for about 40 matters, but that's it. I guess it is still updating/being calculated.

      Our account had the EBD data in it as of this morning, so I think they have added it.

      Thanks, Gregg!

    • ChristianS2558

      Priority Date ... why can it be different from filing date?
      Product Requests • • ChristianS2558

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      gregg_appcoll

      The reason may have been to stop generating a number of tasks when the priority date changes. This allows you to manually edit what you need.

    • ChristianS2558

      New email intake address...further suggestion
      Product Requests • • ChristianS2558

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      J

      @ChristianS9906 We will be adding a way to access the client's intake address if their account is being synced to.
      There is not currently a notification for when a bad intake address receives an email.
      We will discuss adding this as well.
      Account admins do receive a notification if an email is sent to a valid intake address but the sender is not whitelisted.

    • ChristianS2558

      New email intake address change makes it harder to copy-paste into email
      Product Requests • • ChristianS2558

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      GeorgeJ4336

      @ChristianS9906 Whereas AppColl already implemented the change you requested, I'm reluctant to request they change it back. I don't know to what extent others have strong or weak feelings about e-mail addresses with or without aliases (display names). You and I have stated our preference and reasons. It would be interesting to see if anyone else expresses an opinion.

    • ChristianS2558

      PatentTermAdjustment is not an available filter option
      Product Requests • • ChristianS2558

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      gregg_appcoll

      We will certainly get this added Christian. Thanks for letting us know.

    • ChristianS2558

      Signatures Module - Two suggestions
      Product Requests • • ChristianS2558

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      gregg_appcoll

      @ChristianS9906

      Thanks for the feedback. We are working on some updates and we'll take your suggestions under consideration. Keep the ideas coming.

    • ChristianS2558

      Archive Records Feature?
      Product Requests • • ChristianS2558

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      gregg_appcoll

      @ChristianS9906 Thank you for the suggestion. We have passed this onto engineering for future consideration and will let you know if we have a plan for this. Thank you and keep the suggestions coming.

    • ChristianS2558

      Ability to specify whether USPTO e-Office Action tasks default to Transient Events
      Product Requests • • ChristianS2558

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      gregg_appcoll

      @BrandonK6644

      So sorry for the delay. We have increased the priority on this one. We will announce when this has been done.

    • ChristianS2558

      UTBMS Codes
      Product Requests • • ChristianS2558

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      A

      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.

    • ChristianS2558

      Inventor Export Should Include ContactID
      Product Requests • • ChristianS2558

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      gregg_appcoll

      Hi Christian,

      This is a good idea. We've passed it onto engineering for a future update.

    • ChristianS2558

      Inventor Status on Matter Details Interface
      Product Requests • • ChristianS2558

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      gregg_appcoll

      @ChristianS2558 Thank you for your input. We will pass this on to engineering.

    • ChristianS2558

      Add ability to add column aliases for reports....
      Product Requests • • ChristianS2558

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      gregg_appcoll

      Hi Christian,

      Thank you for the suggestion. We'll have to look into this and see what's involved for our developers. We hope this helps.

    • ChristianS2558

      New DeadlineType: Workflow
      Product Requests • • ChristianS2558

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      gregg_appcoll

      @ChristianS9906 Thank you for the suggestion. We will certainly pass this on to engineering for consideration.

    • ChristianS2558

      Improved add columns interface
      Product Requests • • ChristianS2558

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      gregg_appcoll

      @ChristianS9906 Great. Thanks for the feedback.

    • ChristianS2558

      Email Addressee Improvements
      Product Requests • • ChristianS2558

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      support_appcoll

      Thanks for the feedback, Christian. We've forwarded your suggestions to our engineering team.

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