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.
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.
The way to do this is to click the checkbox at the top of the page, which will show you all open tasks. From there, you can update these tasks in bulk. We hope this helps.
We generally receive e-Office Action emails from the PTO between 1-3 in the morning. It takes us about 5-6 hours to generate all the docketing items and download the documents associated with those tasks.
Many times, the PTO is delayed in pushing the e-Office Action emails out to us. In this case, we must wait until they are received before we can begin our processing. Unfortunately, we are at the mercy of the Patent Office.
If you elect to use a client code in a client contact record, the client name is replaced with the code when using the table view for Matters, Billing Items, and Invoices. If you wish to see the full client name, please remove the client code.
You can add customer matter types and statuses by contacting AppColl support.
When a U.S. Trademark is allowed, AppColl generates a "File Statement of Use 6-Month Deadline" task.
If you intend to file the SOU within 6 months, mark the task as 'complete'. If you need to file an extension for another 6 months, mark the task as 'missed' or 'extension filed.' This will generate a follow-up "File Statement of Use 12-Month Deadline" task.
You would follow the same process for each extension through all extensions totalling 36 months.
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.