Posts made by joe_appcoll

We are aware of poor performance for some users when adding documents to a task.
This should be improved in the next few days.
We appreciate your patience with this issue and for reporting it to us.

This feature has been added.
It's available in the top right menu that contains the user's initials.
Here is additional info: https://support.appcoll.com/clearing-page-locks

@SadiqA2304 Yes this feature is currently being developed. Should be available in the coming weeks.

The way billing codes (task, activity, and expense codes) work in AppColl is being upgraded.
It is scheduled to happen on 12/11/2024 if there are no setbacks.
Billing codes will be able to have additional information associated with them and it will be easier to search for and select billing codes within billing items.
This will also allow for additional functionality in the future.

For more info, see here: https://support.appcoll.com/billing/billing-code-upgrade-december-2024

@ChristianS9906 We will be adding a way to access the client's intake address if their account is being synced to.
There is not currently a notification for when a bad intake address receives an email.
We will discuss adding this as well.
Account admins do receive a notification if an email is sent to a valid intake address but the sender is not whitelisted.

This has been completed.

We will discuss this and respond soon.
Thanks for the suggestion.

Hi Christian,
We will remove the unnecessary name from the mailto link so that it can be copied more easily.
Thank you for bringing this to our attention.

@KimG5166 Does the "Same as above" residency checkbox solve your issue for inventors? It should allow you to put in a secondary residency address.

@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.

@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

@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.

@ChristianS9906 The ability to map fields and disable them on the destination side has been added. Thanks for the suggestions.

@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.

@MarkW5689 AppColl is working on a feature that will help with this. ETA is in coming weeks. Thanks for the suggestion!

@ChristianS2558 Thanks, Christian. We do have these features on our list and should get to them in the near future.

Any ideas for new features for account syncing that would make the feature more useful?

@cscholz-wavsip-com Thanks!

If I update my task type triggers is there a way to regenerate tasks with the updated task types?

What is the purpose of this product?

Unsure of what the purpose is of this product.

Is there a list of all available fields? I can't figure out how to use my custom matter fields.

Can I add a new matter folder that gets created for all matters?

When an eoffice action triggers, does it pull refs too? or is that only when the matter is updated?

Can I use a different UTBMS task code? I don't see the one I need in the dropdown.

How can I see recently closed tasks in the Tasks page?

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?

Mobile App

How do I change permissions for a specific user?

Can I sync data with one of our other AppColl accounts?