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    gregg_appcoll

    @gregg_appcoll

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    Best posts made by gregg_appcoll

    • RE: Invoice Discounts - please add $ amount option

      @JanisA1115

      This is a good idea and something we have added as a new feature request with our engineering group. We will let you know when this has been implemented. An ETA is not know as of yet. Thanks.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Notification trigger enhancements

      Hi Christian,

      Currently, the solutions you mentioned are the only ways of doing so. However, we are working on a solution. We will certainly make this known once it's done.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Additional Date and Text Fields on Task Level

      @KimG5166 this is on our list of future projects. We will make an announcement when this has been added. We hope this helps.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Ability to specify whether USPTO e-Office Action tasks default to Transient Events

      Hi Christian and Sadiq - we understand what you're asking and will pass this on to engineering.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Improved add columns interface

      @ChristianS9906

      This has been added. Apologies for the delay. We hope this helps.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Don't replace commas with semicolons in e-mail address fields

      Thank you for pointing this out George. We will get this taken care of and let you know when done.

      posted in Billing Module
      gregg_appcoll
      gregg_appcoll
    • RE: How do you manage version control of your documents?

      Hi Amy - Each time a document is saved (with the same name) a revision is created. Since we do not provide for editing a document within AppColl, the document must be edited on your local PC/Mac and then uploaded back into AppColl. This will create a new revision. Under this scenario, users would never be editing the same document.

      We hope this helps.

      posted in Files
      gregg_appcoll
      gregg_appcoll
    • RE: Announcing AppColl Signatures

      @GeorgeJ4336

      This is great information. Adding multiple signatures per document is our highest priority for Signatures. We will let you know when this has been added.

      posted in Announcements
      gregg_appcoll
      gregg_appcoll
    • RE: Impact of EFS-Web and Private PAIR Shutdown?

      Hi - we are actively working on the transition. We will make an announcement this week.

      posted in General Discussion
      gregg_appcoll
      gregg_appcoll
    • RE: Is there a way to have AppColl trigger all the tasks in a workflow at once?

      @amy_appcoll

      Yes, there is. You can use triggers for multiple task types that are all the same. So task 1 would trigger when some other action occurs. Task 2 would trigger from the exact same action as task 1 did. Same with tasks 3, 4, etc.

      posted in Tasks Module
      gregg_appcoll
      gregg_appcoll

    Latest posts made by gregg_appcoll

    • RE: Custom user fields enhancements

      Hi Christian - these are great suggestions. Some of which are already on our radar. We will let you know when we enhance this functionality.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Static timer screen

      Hello all. You can do this by opening a tab with the Billing Timers Billing dropdown. Then move this as separate window in your browser. So you will have AppColl in one browser window and the Billing Timers in a separate window. We hope this helps.

      0b9d76a2-0157-4ac2-8feb-743e8f2885f0-image.png

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New fields request - ContactID

      Hi Christian - we actually have this data in the database called ClientContactContactID. We will expose this as a column.

      For inventors, you can export the inventor list from the Matter's Excel icon. This download includes the InventorID. We will let you know when this is done. Does this work for you?

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: 1st RCE, 2nd RCE task types

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

      Brandon - does this help?

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New field request: {AdjustedRespondBy}

      Interesting idea - thanks. We'll pass this onto engineering.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Allow contact objects to be added to matters as custom fields

      @SadiqA2304

      I wanted to mention one more thing. Are you aware that you can click the hyperlink on each contact in a matter page to get some of this info? See below.

      7faa08d4-1a26-4241-9480-b396996c0cc4-image.png

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Provide history field for various contact fields

      Hi Christian. Thank you for the suggestion. We will certainly pass this on to engineering.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Allow contact objects to be added to matters as custom fields

      @SadiqA2304

      I understand what you're saying and the difference between what we provide and what you're seeking. We will pass this on to engineering Sadiq.

      Regarding the contacts query option we currently have, the drop-down created by the query would list actual contacts, and not things like email addresses. You could use a query to only show a list of Inventors, by writing Role.Contains("inventor") for example.

      Thank you.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Earliest Benefit Date is incorrect for some cases

      Hi Christian - we opened a fix for this. We'll let you know when done. Thanks.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Allow contact objects to be added to matters as custom fields

      Hi Sadiq - you can use contact queries for any of the custom string fields. See below as an example. Does this work for you?

      749c3aac-337f-4b17-811e-58b0337d3812-image.png

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll