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    Posts made by gregg_appcoll

    • RE: Best Practices - Adding 'Reminder' tasks for deadlines

      Hi Whitney, this would be the same idea as your other question. We can certainly walk you through this. He's an in-depth link on creating reminder tasks automatically. I hope this helps.

      p.s. send an email to support@appcoll.com to get something scheduled.

      posted in Tasks Module
      gregg_appcoll
      gregg_appcoll
    • RE: Best Practices - Follow-Ups

      Hi Whitney - Since follow-up reminders can be very customized to a customer's needs, we do not have default tasks or reminders. You can easily create follow-up reminder tasks and emails. Would you like someone from Support to reach out and have a call to discuss in detail?

      p.s. send an email to support@appcoll.com to get something scheduled.

      posted in Tasks Module
      gregg_appcoll
      gregg_appcoll
    • RE: Adding new keywords?

      @StephanieD2107

      Hi Stephanie,

      Do you have a Conflicts tab in your account? If so, hover over the tab and select the Add Keywords option. Does this help?

      posted in General Discussion
      gregg_appcoll
      gregg_appcoll
    • RE: Static timer screen

      Hi Susan,

      This might take some time as we have many projects ahead of this request. A hard date would be hard to nail down at this point.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Task-Specific Background Color

      HI Brandon,

      Thank you for the great suggestion. We will certainly pass this on to our engineering team. We hope this helps

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Matter Status "Abandonment Pending"

      Hi Catherine,

      This has been added to your account. We hope this helps.

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

      Hi Rebecca,

      This is a good idea and something we will fix in the near future. We will let you know when this has been done.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Option to not show completed tasks in timer view

      HI Rebecca,

      We have added this to our list of items to address. We will certainly let you know when this has been added.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: File types for custom form letters

      DOCX or RTF. Click here for more information.

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

      posted in Matters Module
      gregg_appcoll
      gregg_appcoll
    • RE: Can we import custom information using the matter importing spreadsheet?

      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.

      posted in Matters Module
      gregg_appcoll
      gregg_appcoll
    • RE: Browser email editor should not modify email templates

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

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: ADS Continuity Type in PCT Families

      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.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Power of Attorney Field

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

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Fast Track - Add: PPH

      @1-AaronH9792

      Yes this will work.

      posted in Matters Module
      gregg_appcoll
      gregg_appcoll
    • RE: Fast Track - Add: PPH

      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?

      posted in Matters Module
      gregg_appcoll
      gregg_appcoll
    • RE: Now that we have an EBD field, we need to be able to reference it as Response Date for task scheduling

      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.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: IDS Reference Count

      @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.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: IDS Reference Count

      @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.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Count of Office Actions and RCE

      @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.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Now that we have an EBD field, we need to be able to reference it as Response Date for task scheduling

      Hello all. This has been added. Thanks.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: IDS Reference Count

      @CatherineVH9536-0

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

      a00b408e-e185-478f-aa8d-20620a159cd8-image.png

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

      @BrandonK6644

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

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Now that we have an EBD field, we need to be able to reference it as Response Date for task scheduling

      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.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New USPTO IDS fees

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

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New calculated field suggestion - EBD

      @ChristianS9906

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

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New calculated field suggestion - EBD

      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.

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

      @ChristianS9906 Great. Thanks for the feedback.

      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: Improved add columns interface

      @ChristianS9906

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

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
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