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?
Posts made by gregg_appcoll
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RE: Editing a reportposted in Product Requests
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RE: New field formatting code to add periods after single lettersposted in Product Requests
Hi Sadiq - we can add this. Shouldn't take but a few days. We will let you know when done.
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RE: Custom Non-Completion States in Tasksposted in Product Requests
Hi Mark,
Thank you for the feedback. This is an interesting idea and something we will pass on to engineering for consideration.
-AppColl Support
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RE: Allow attachments to billing items - ex. receipt from foreign associateposted in Product Requests
Thank you for the input. These are good ideas. We will pass this onto engineering for consideration.
- AppColl Support
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RE: Intake Email Fieldsposted in Product Requests
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
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RE: Task User Fieldsposted in Product Requests
@ChristianS9906 We have elevated the priority and will discuss at our next engineering projects review.
- AppColl Support
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RE: Allow timer to be stopped from other than the matter being timedposted in Product Requests
Hi George, we understand what you're saying and will look into it.
Thanks.
- AppColl Support
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RE: Share matters with another AppColl userposted in Product Requests
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
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RE: Client Code Fieldposted in Product Requests
@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
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RE: Set the top level folder for the matter as a default folder when adding documentsposted in Product Requests
Hi Sadiq,
Thanks for the suggestion. We will pass this along to our engineering team for future consideration.
- AppColl Support
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RE: Client Code Fieldposted in Product Requests
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}
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RE: "Discussion" commentsposted in Product Requests
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.
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RE: New field: {Matter. InventorFirstNames}posted in Product Requests
Not yet. But it's high up on our radar.
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RE: Syntax for alternate field, when a first field is blankposted in Product Requests
Hi George,
Thank you for your suggestion. We will pass this on to engineering for future consideration.
- AppColl Support
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RE: Add option to cross-cite references between selected mattersposted in Product Requests
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
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RE: Enable client contact record to point to multiple other contact records, ex. GC, billing contact & paralegalposted in Product Requests
Hi George - we will contact you directly to discuss this further.
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RE: Cannot filter based on Discussion field...posted in Product Requests
Hi Christian - this filter has been added. We hope this helps.
- AppColl Support
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RE: [Meta] Have any of the product requests made it into Appcoll?posted in Product Requests
We will work on some of the quality of life items that have been suggested here. We will update this page as we add such items. We hope this helps.
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RE: Subject line from e-mail template when replying in Conversations tabposted in Product Requests
Hi George,
Thank you for the suggestion. We have recorded this with engineering and will let you know when this has been completed.
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RE: Generate email to a group of contactsposted in Product Requests
Hi Richard,
Thank you for the suggestion. We will have recorded this with engineering and will let you know when this has been implemented.
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RE: Don't "compress" e-mail messages in Conversations tab, or enable reply using a template from email folderposted in Product Requests
Hi George. Thank you for the suggestion. We will have recorded this with engineering and will let you know when this has been implemented.
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RE: Separately store each attachment, when email message is uploaded to email folderposted in Product Requests
Thank you for the suggestion. We have recorded this as a new feature request. We will let you know when this will be implemented.
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RE: FULLY selectable columns in email foldersposted in Product Requests
Thank you for the suggestion. We will take this under consideration.
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RE: Bulk Edit Billing Item Templatesposted in Product Requests
Hi Mark,
Thank you for the suggestion. We have recorded this as a new feature request. We will let you know when this will be implemented.
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RE: Different Default Views for Billing Items and Billing Item Templatesposted in Product Requests
Hi Mark,
Thank you for the suggestion. We have recorded this as a new feature request. We will let you know when this will be implemented.
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RE: Notification trigger enhancementsposted in Product Requests
Hi Christian,
Currently, the solutions you mentioned are the only ways of doing so. However, we are working on a solution. We will certainly make this known once it's done.
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RE: AppColl account syncing - better Connections syncingposted in Product Requests
Hi Christian,
Protecting existing subject matter connections is certainly import. We're looking into this. Thank you for pointing this out.
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RE: Links to IDSs from the Matter Prior Art pageposted in Product Requests
Hi Jonah. Thank you for the suggestion. It's a great idea.
The speed with which we implement new features depends on several factors:
- The number of customers requesting the feature. Obviously more requests elevates the priority.
- The complexity of the feature, particularly if it requires a user interface change. We strive to keep AppColl easy-to-use - keeping the UI simple and uncluttered is a big part of that.
- The generality of the request. Is this something all AppColl users would find useful or just a few?
We've recorded your suggestion and we will let you know if and when we have a schedule for implementation.
We very much appreciate you taking the time to send us thoughts about how to improve AppColl. Keep the ideas coming!
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RE: New field: {Matter. InventorFirstNames}posted in Product Requests
Hi Sadiq. Thank you for your suggestion. We have added this as a formal request with engineering for implementation. We do not have an ETA yet. However, we will let you once completed.
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RE: Highlighting fields with unsaved changesposted in Product Requests
Hi Jonah. Thank you for the suggestion. This is a good one.
The speed with which we implement new features depends on several factors:
- The number of customers requesting the feature. Obviously more requests elevates the priority.
- The complexity of the feature, particularly if it requires a user interface change. We strive to keep AppColl easy-to-use - keeping the UI simple and uncluttered is a big part of that.
- The generality of the request. Is this something all AppColl users would find useful or just a few?
We've recorded your suggestion and we will let you know if and when we have a schedule for implementation.
We very much appreciate you taking the time to send us thoughts about how to improve AppColl. Keep the ideas coming!