Topics created by ChristianS9906

@ChristianS9906 I thought about docketing both up front, but thought it would be better to daisy-chain them - either should work. The trick is to get the 6 year reminder to post even if the matter is filed after the 6 year date, but there is a setting in tasks that lets you tell it to go ahead and generate the task even if it is past due. Then the next day it should auto-close and generate the 9 year reminder. At least that is my plan.

@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!

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.

@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.

@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.

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

@ChristianS9906

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

@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.

@gregg_appcoll Any update on this?

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.

Hi Christian,

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

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

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.

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

@ChristianS9906 Great. Thanks for the feedback.

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

Hi Christian,

Interesting idea. We'll pass it onto engineering.

Thanks,

AppColl Support

Thanks Christian. We appreciate the feedback.

@ChristianS9906 After posting this, I noticed that task types now include a "deleted" task status that can be selected for the auto-close behavior. I initially thought that maybe AppColl would cause tasks with such status to automatically delete themselves when they auto-close (which would pretty much reach a similar end result to the above). But then I tested it, and it seems like all it does is close the task out as "deleted." The task sticks around, however.

😞

Hi Christian,

Thanks for the feedback.

There are however, significant security issues with having multiple accounts active in one browser session, so it's unlikely we will be able to do this.

AppColl Support