@KimG5166 Does the "Same as above" residency checkbox solve your issue for inventors? It should allow you to put in a secondary residency address.
Posts made by joe_appcoll
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RE: Clients/Companies with Multiple Addresses
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RE: Improvements to Tandem/Account Syncing
@ChristianS9906 That takes care of one part. The UI is always a large part of any project. We also have to notify account admins when sync changes have been made so that they can review the changes. Other side effects that I haven't predicted have to be considered as well.
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RE: Improvements to Tandem/Account Syncing
@ChristianS2558 We have added engineering items for items a and b. When they are completed we will notify you here. Item c is a large project and is still under review. Thanks for the feedback
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RE: Improvements to Tandem/Account Syncing
@ChristianS9906 There isn't a support document yet. Account admins on both sides of the sync can disable columns if they don't want to send/receive them. You can also choose a column in the dropdown to map it to a different column in the destination account (such as AttorneyRef -> ClientRef). If you have any more questions I'll write up a document explaining it further.
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RE: Improvements to Tandem/Account Syncing
@ChristianS9906 The ability to map fields and disable them on the destination side has been added. Thanks for the suggestions.
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RE: Help Article with Invoice Fields
@MarkW5689 The new form field explorer control should help with most form field questions. It is available on the same pane as the history and discussion tabs.
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RE: Help Article with Invoice Fields
@MarkW5689 AppColl is working on a feature that will help with this. ETA is in coming weeks. Thanks for the suggestion!
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RE: Improvements to Tandem/Account Syncing
@ChristianS2558 Thanks, Christian. We do have these features on our list and should get to them in the near future.
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Improvements to Tandem/Account Syncing
Any ideas for new features for account syncing that would make the feature more useful?
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Regenerating tasks
If I update my task type triggers is there a way to regenerate tasks with the updated task types?
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What fields are available for form letters?
Is there a list of all available fields? I can't figure out how to use my custom matter fields.
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New matter folder
Can I add a new matter folder that gets created for all matters?
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E-office actions and refs
When an eoffice action triggers, does it pull refs too? or is that only when the matter is updated?
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Different UTBMS task code
Can I use a different UTBMS task code? I don't see the one I need in the dropdown.
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How do I add an additional login
I hired a new attorney. How can I add a new login for them to get into AppColl? Do you also have a resource to get them started learning the basics of AppColl?
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Syncing data between accounts
Can I sync data with one of our other AppColl accounts?
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What are the yellow triangles
After I update a matter from Espacenet, PAIR, or PEDS I sometimes get yellow triangles by certain matter fields. What do these mean?
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Client login
Can I allow my clients to login and see the status of only their matters?
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Task that generates for one country
Can I add a task that only is created for matters within a single country?
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Foreign law support
Is AppColl planning on supporting foreign law deadlines?
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Populate refs
How do I get all the refs for one of my matters? Manually inputting them would take forever.
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Store copy of email sent from AppColl
Can I store a copy of an email that I send from within AppColl?