Posts made by gregg_appcoll

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.

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.