Posts made by gregg_appcoll

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https://support.appcoll.com/form-emails-and-letters/generate-form-letters-for-matters

Yes you certainly can. If you have a custom matter user field already added to your settings, you may also add it to the matter importing spreadsheet. The system should recognize that custom field and import the data from that column that is in your spreadsheet.

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

Hi Katherine - we are aware of this and have it as a project to fix. In the meantime, you would still need to make manual changes. We hope this helps.

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

@1-AaronH9792

Yes this will work.

Hi Aaron - If you scroll to the bottom left of the page, you should see the PPH Country drop down menu. Does this work for you?

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.

@CatherineVH9536-0

Hi Catherine. It looks like the new SB08a form resets the numbering for each category. And not a continuous number all the way through each category. We wouldn't be able to change this since the form forces the cite number. We hope this helps.

@CatherineVH9536-0

Hi Catherine. We'll have to look further into this. I was under the impression you're supposed to restart the count for each section.

@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.

Hello all. This has been added. Thanks.

@CatherineVH9536-0

We should already be doing this. See below. Do you have any SB08a where this is not happening?

@BrandonK6644

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

We will allow for the EBD field as a triggering event and the ability to select it in the Response Date drop-down for task types.

@MelissaT3398 The new form was pushed out yesterday from the PTO. We should have it in AppColl by tomorrow. I hope this helps.

@ChristianS9906

We're working on populating this date in the next day or so. Thanks for your understanding.

Bruce and Christian,

Official Filing Date is not auto-populated. It is a manual entry field.

The EBD is being deployed in the next day or so. I will add back to this thread. Thanks for the patience.

@ChristianS9906 Great. Thanks for the feedback.

@ChristianS9906

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

@ChristianS9906

Hi Christian - so sorry for the delay. We have been swamped with other projects. This should be added within a month.

Hi Benjamin - we are awaiting the new form to be released so we can begin work on this. We will make an announcement when this has been implemented. We hope this helps.

@JudithS7838

Yes this will be done by year-end.

@ChristianS9906 Got it. I will add this as a new feature request.

Hi Christian,

We can probably do this with the assumption that priority claims are made based on 35 USC 119. Just so I am crystal clear, we would put the EBD as the earliest filed application whether it's provisional or not? Or ignore the provisional's filing date?

Gregg

Thanks for the suggestion. We will certainly pass this on to engineering.

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.

@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.

@ChristianS9906 - Sorry for the delay. We bumped the priority of this so it should get done much quicker. I don't have an exact ETA on this. I hope this helps.

HI George - only the payments and retainer sections should show 10-03-24. The reason why is that we will allow payments to be pulled into the invoice up to the date it's resaved. The idea being, if a customer made a partial payment on Oct-01, we want to include that if the invoice was regenerated on the 3rd.

With that being said, we will add some text that says Payment and Retainers through October 3, 2024. We hope this helps.