Posts made by gregg_appcoll

Hi Christian - I just upped the priority of this. Apologies for the delays.

Gregg

Hi Theresa. There sure is. We send reports via email to any email program. If you use Outlook, the reports will open right up in the body of the email if you use option 11 as shown in the first article below. This article teaches you how to schedule reports to email you as needed. The 2nd article shows you how to create the docketing reports first. If you have further questions, feel free to reach back out here or email support@appcoll.com.

https://support.appcoll.com/reports/schedule-reports-to-run-automatically-w-video

https://support.appcoll.com/reports/generate-a-306090-day-docket-report

Hi John - we're looking into adding something to make this work. We will make an announcement when this has been implemented.

@AnnM8256 Glad we could help.

Hi, Priority information can be imported via a separate spreadsheet. Inventor contact information would be imported via a contacts spreadsheet. For help doing this, please contact AppColl support.

Thanks. We'll take a look at that form - sb0439

Hi Penny,

Thanks for the feedback. Have you tried filtering tasks by DeadlineType? That way you can include just important external deadlines.

Great feedback, Krista, thanks! We'll add these to the engineering list.

Hello. We populate any field where the data is clear-cut. If it's ambiguous, we leave it blank. What specifically were you hoping to always populate?

Hi Sadiq,

Thanks for the feedback. We will pass this along.

Hello. You are correct that security is preventing us from creating an API. Allowing for automated matter creation would still require full API access. You would still have to manually create in AppColl or import via spreadsheet. Just so we understand, where are you adding matters that would be useful for API access? Thanks.

Hi Ann,

Try using {Invoice.PaymentLink} in your email. Note this will only work for emails sent from the Invoices page.

Thanks.

Hi Pamela,

The way to do this current is to filter the activity log from the reports module. Search for changed and respondby in the description field.

Thanks, Christian!

Hi Jadal,

As the built-in task reminder reports cannot be changed, we recommend creating a custom scheduled report for task reminders. That way, you can add any information you need. Please contact AppColl Support if you need more details.

@JohnG8374 Thanks for the feedback. Something we will definitely add in the near future.

@KristaJ3145, we are working to make billing access available as a context prompt. We will alert the beta team when this has been added.

Hi Krista. Make sure you click Apply Changes after you add a new form field. Let us know if this works. Thanks.

Hi Christian - we have passed this on to enginering for future consideration. We hope this helps.

Hi Megan - can we set up a call to better understand your request? Please email support@appcoll.com and suggest some dates, times and timezone. Thank you.

Welcome to the AI forum group. We're glad you are here. Currently, we have a live beta group testing the functionality. Please use this section to post your AI-related questions instead of creating support tickets. This allows all beta users to see the questions and responses.

Thank you very much for sharing!!!

We added a formal request to allow for assigning While statements to specific When statements. We'll make an announcement when this has been implemented.

Hi Darin - retainer accounting in QB lacks a standard and can be done in many different ways. It's something we continue to look at. We will let you know if we find a solution.

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

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.

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?

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

Brandon - does this help?

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

@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.