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    • Posts 143
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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
    • RE: Simplified view continuity/familial connections

      Thank you so much for your suggestion.

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

      1. The number of customers requesting the feature. Obviously more requests elevates the priority.
      2. 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.
      3. 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!

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Trigger Event is "When particular TaskType with a FinalDueDate date is in the past"

      @JasonP2345 Currently, this is not available. However, we are working on a new interface that would allow such a trigger. It's still a number of months out. We will keep you posted. Thanks for the suggestion.

      posted in General Discussion
      gregg_appcoll
      gregg_appcoll
    • RE: Priority Connections with Country Code

      This is a good idea. We have passed this on to our engineers. Thank you for the suggestion.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: AppColl account syncing - better Connections syncing

      Hi Christian,

      Protecting existing subject matter connections is certainly import. We're looking into this. Thank you for pointing this out.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Add option to cross-cite references between selected matters

      Thank you Travis. We have added this as a project to our engineering list. We will make an announcement when this has been added.

      • AppColl Support
      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Intake Email Fields

      Hi Mark,

      You can actually use the following form fields which can be added to the description/comments of a task. Provided the task is created from the email.

      {Email.Subject}, {Email.Body} and {Email.From}

      • AppColl Support
      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New field formatting code to add periods after single letters

      Hi Sadiq - we can add this. Shouldn't take but a few days. We will let you know when done.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New field formatting code to return last word of a field

      Hi Sadiq - we have added this functionality. Please try it out.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Automatically update the owner of existing tasks if personnel is changed in biblio section.

      Hi Angela,

      This should help. While it's not automatic, it will allow you to make these changes whenever you change the personnel of matters. Thanks.

      00f505cc-eea2-47a3-b960-eb9a11841ef8-image.png

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New field formatting code to add periods after single letters

      This week Sadiq!!!

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Task User Fields

      @ChristianS9906 We have elevated the priority and will discuss at our next engineering projects review.

      • AppColl Support
      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Email Intake address simplification

      @BrandonK6644 and Sadiq - we're looking into this and will post more details when we've come up with something.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Improve workflow for adding Continuations

      @SadiqA2304

      We have added this feature. We hope this helps.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Better Trash

      @ChristianS9906

      We have made some progress on your requests.

      Deleting trash is now significantly faster. You can also filter items to be deleted as being older than a specific date. See below. We hope this helps.

      2f651ff8-2621-4ad2-a573-6b18d6b73ff0-image.png

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Automatically generated forms should use the latest USPTO information

      Hi Sadiq - do you have an example matter we can take a look at?

      Thanks.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Add ability to add column aliases for reports....

      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.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Text formatting syntax to avoid double period at end of sentence

      @GeorgeJ4336 thank you for the suggestion. We will certainly pass this on the engineering.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Support API calls to foreign exchange rate calculator

      Hi George,

      Thanks for the feedback. Adding the ability to calculate foreign exchange rates is a great idea. We will pass this on to engineering for their consideration.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Attach File Option on Email Template

      We might be able to do this if you're using AppColl to send the email. We will pass this onto engineering. Unfortunately, it would not be possible to do so if you're using Outlook/Gmail due to browser restrictions on the amount of data that can be sent to another email program.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
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