Posts made by gregg_appcoll

@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.

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

@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.

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

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

Hi Ashley - this is a good idea and something we will pass on to engineering for future consideration. We will certainly let you know of any progress made.

Hi Christian - we will work on alleviating this by doing some truncation. We will keep you in the loop.

Hi Sadiq - Thanks for the feedback. We will remove the notifications when a matter is saved. This may take some time, but it will be done.

Thanks.

@ChristianS9906 Do you have an example that takes multiple minutes? This will help us. But we are working on this with some architecture changes.

@NicoleM7718 Has this been resolved?

Hi Darin,

Thanks for the feedback. Do you have specific suggestions about TEAS?

Thanks,

AppColl Support

Hi Darin,

We are happy to have a call with you to discuss how Finances would fit in your situation. Sales will reach out to you.

Thanks,

AppColl Support

@DarinD8866 Thanks for the input - we'll pass on your request.

@ChristianS9906 We have upped the priority. Ver. 1 won't have the UI to specify a subject line. Do you have a default in mind?

We have upped the priority of this. In the meantime, you can add a Fee offset billing item and enter the dollar amount you are discounting. We hope this helps.

@ChristianS2558

We will get this done. Ver 1 may be to send the notifications to the account admins. Would this be OK? We can elaborate on it a bit later.

Hi Christian,

Thank you for your suggestions. Currently, we prevent multiple accounts from using the same customer number. This is for privacy reasons. A second account can use a cust number once we have approval from the first. Allowing any customer number in the contacts page would circumvent that requirement without additional validation.

Your addendum request is feasible and will be passed on to engineering. I hope this helps.

Thank you both for the suggestions. We will pass this onto engineering for consideration. We hope this helps.

Hi Darin,

Could you submit a formal request to support@appcoll.com to set up a call to get you comfortable with this type of setup?

Thanks.

@GeorgeJ4336 We accomplished this by adding a new field called {Matter.Client.PrimaryContact.NickNameOrFirst}. With this change, we will use the nickname if it exists, and if not, we will use the first name.

Sorry for the delay in following up. We hope this helps.

Hi George, thanks for reporting. This issue should be resolved soon.

Hi Kevin, thanks for the feedback. This feature is being worked on and should be available in the future.

Hi Michael. Thanks for the feedback. Did you know that AppColl can create one invoice per matter in a bulk operation? This may alleviate the issue you have with multiple users trying to create multiple client-specific invoices. Now, as you know, this will not allow for editing multiple invoices by multiple users simultaneously.

The daily task notification emails are a legacy way of alerting you to upcoming due dates. We highly recommend creating your own custom docketing reports instead, as this approach is very limited in the data that can shown in the email.

However, if you are still using the legacy reports, we do not include every upcoming due date on every day. By default, as shown below, each task is shown on the 1, 2, 3, 4, 5, and 6th month of its due date. Then within 1 month, the task is shown 1, 2, and 3 weeks before its due date. Within the last week, the task is shown each day leading up to its actual due date.

@JohnG8374

This is a significant project that we have formally added to our project list. This may take quite a bit of time.

Thanks.

@WendyZ2824 We reached out and are awaiting a response from him.

HI Brandon,

Could we have a discussion to expand on this?

Could you submit a ticket through the help system and we'll set up a call.

Hi Michael - we will reach out about these requests through our support system's ticket that you created.

We will add our findings to this post.

Great. Thanks for the input Brandon. We will look into this.

@KarenH9267 Thank you for your feedback. This is a great suggestion. We will certainly pass this on to engineering for consideration.