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.
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.
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?
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.
HI Brandon,
Thank you for the great suggestion. We will certainly pass this on to our engineering team. We hope this helps
Hi Catherine,
This has been added to your account. We hope this helps.
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.
HI Rebecca,
We have added this to our list of items to address. We will certainly let you know when this has been added.
DOCX or RTF. Click here for more information.
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.
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.
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.
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.
We should already be doing this. See below. Do you have any SB08a where this is not happening?
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.
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.
This has been added. Apologies for the delay. We hope this helps.
Hi Christian - so sorry for the delay. We have been swamped with other projects. This should be added within a month.