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    Posts made by gregg_appcoll

    • RE: New field: {Matter. InventorFirstNames}

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

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Improve workflow for adding Continuations

      Hi Sadiq,

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

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New DeadlineType: Workflow

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

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Add Patentcenter deep link to top of matter

      @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.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New field: {Matter. InventorFirstNames}

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

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Don't replace commas with semicolons in e-mail address fields

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

      posted in Billing Module
      gregg_appcoll
      gregg_appcoll
    • RE: Custom Dynamic Fields

      Hi,

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

      • AppColl Support
      posted in Matters Module
      gregg_appcoll
      gregg_appcoll
    • RE: New field formatting code to add periods after single letters

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

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Automatically update the owner of existing tasks if personnel is changed in biblio section.

      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.

      00f505cc-eea2-47a3-b960-eb9a11841ef8-image.png

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Creating Invoice Templates

      @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.

      posted in Billing Module
      gregg_appcoll
      gregg_appcoll
    • RE: New field formatting code to return last word of a field

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

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Impact of EFS-Web and Private PAIR Shutdown?

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

      posted in General Discussion
      gregg_appcoll
      gregg_appcoll
    • RE: AppColl Roadmap?

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

      posted in General Discussion
      gregg_appcoll
      gregg_appcoll
    • RE: Add support for "LastWord" text formatting

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

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Add support for "LastWord" text formatting

      Hi George,

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

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Editing a report

      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?

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New field formatting code to add periods after single letters

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

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Custom Non-Completion States in Tasks

      Hi Mark,

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

      -AppColl Support

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Allow attachments to billing items - ex. receipt from foreign associate

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

      • AppColl Support
      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Intake Email Fields

      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}

      • AppColl Support
      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Task User Fields

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

      • AppColl Support
      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Allow timer to be stopped from other than the matter being timed

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

      Thanks.

      • AppColl Support
      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Share matters with another AppColl user

      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?

      • AppColl Support
      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Client Code Field

      @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.

      • AppColl Support
      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Set the top level folder for the matter as a default folder when adding documents

      Hi Sadiq,

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

      • AppColl Support
      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Client Code Field

      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}

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: "Discussion" comments

      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.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New field: {Matter. InventorFirstNames}

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

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Syntax for alternate field, when a first field is blank

      Hi George,

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

      • AppColl Support
      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Add option to cross-cite references between selected matters

      Thank you Travis. We have added this as a project to our engineering list. We will make an announcement when this has been added.

      • AppColl Support
      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
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