Posts made by gregg_appcoll

This week Sadiq!!!

@SadiqA2304 We added {Matter.InventorFirstNames} and we added {Matter.InventorNicknames}. Thanks.

Hi Sadiq,

Good suggestion. We have added this to our list of projects.

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

@GeorgeJ4336

We added this to our list of projects. We don't have an ETA yet, but we will let you know when this has been implemented.

@SadiqA2304 I have poked engineering to get this moved up the chain further.

Thank you for pointing this out George. We will get this taken care of and let you know when done.

Hi,

This should work. What happens when you try this syntax?

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@SadiqA2304 Sorry for the delay. This will be added by end of month.

Hi Angela,

This should help. While it's not automatic, it will allow you to make these changes whenever you change the personnel of matters. Thanks.

@AngieL8074 The first time any invoice is created for a new client, the format will be used the next time the same client is selected. So this acts as a template.

This continues for adding additional clients.

We hope this helps.

Hi Sadiq - we have added this functionality. Please try it out.

Hi - we are actively working on the transition. We will make an announcement this week.

Hi Richard - Unfortunately, we can't disclose future development plans at this time. Is there anything specific you're looking for?

Hi Richard - this is an interesting idea. Unfortunately, the Examiner is a string field and not a contact. Changing this would be difficult.

Hi George,

This should work now. Can you give this a try?

Hi RIchard - if you selected the report from the drop down, the name should pop up. When you click Save (with the overwrite checkbox checked), it should overwrite without having to re-type the name. Is this not happening?

Hi Sadiq - we can add this. Shouldn't take but a few days. We will let you know when done.

Hi Mark,

Thank you for the feedback. This is an interesting idea and something we will pass on to engineering for consideration.

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Thank you for the input. These are good ideas. We will pass this onto engineering for consideration.

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Hi Mark,

You can actually use the following form fields which can be added to the description/comments of a task. Provided the task is created from the email.

{Email.Subject}, {Email.Body} and {Email.From}

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@ChristianS9906 We have elevated the priority and will discuss at our next engineering projects review.

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Hi George, we understand what you're saying and will look into it.

Thanks.

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Hi Bernd,

If you someone already has a login to AppColl, we don't charge for them to log into additional accounts. You could allow this person access to your account and restrict their access to just the matters you want them to see. Does this work for you?

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@RichardS3059 - what you really want is {Matter.Client.ShortName} for the client code and {Matter.Client.Name} for the full name. We hope this helps.

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Hi Sadiq,

Thanks for the suggestion. We will pass this along to our engineering team for future consideration.

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Thanks for your feedback. The original intent of Client Code was to be a shorter and identifiable name for the full client name. So you could use it everywhere and save space in the table view.

You can refer to the full client name in form letters/emails by using {Matter.ClientFull}

Hi @TarC6989 we don't currently have a way to do this. However, we will pass this on to our engineers for future consideration. Thank you.

Not yet. But it's high up on our radar.

Hi George,

Thank you for your suggestion. We will pass this on to engineering for future consideration.

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