The default pdf format for custom reports is portrait, but most reports are better suited for landscape viewing. It would be great if this was an option to select in the design module.
The majority of users that need the data will not look directly into AppColl to view reports, I have the export and send to them. So the dashboard feature and this auto adjustment is nice, but not helpful when reports need to be used for external users.
We'd love to see a file attachment option to attach file associated with the task for sending email templates.
It would be great to have the option to run a task query with the documents listed, similar to USPTO e-Office Actions Today, and select all documents for download at once. Currently, you have to click and download each individually. It would greatly help with processing time to have a select box to bulk download files.
Please add the ability to add custom date and text fields on the task level. We need additional comment and date fields to tract client and peer review due dates, in addition to the USPTO due dates.
Coming here to request the same thing.
We'd love an option to have contact address filled in with the assignee address when the Assignee field is completed. For example, inventor John Smith, Assigned to XYZ Company, when that assignee field is filled out on John's record, have the address auto populate with the corresponding address for XYZ Company, or have a "same as assignee" check box. It would save a great deal of data entry.
@MarkW5689 We also need this for inventors. Place of business address and residence address.
The ability to sort by multiple columns, for example, sort by client, then by type, then by matter. In addition, the ability to group by one or more fields would be helpful as well.
2.0KB is way too small for some things we'd like to automate. Due to client email TLS certificates it has to go through our email client.
It would be great to have a preview pane to more easily be able to sort through and see documents uploaded to the file module without having to download them to view.
We need to see billing items on the matter page to avoid duplicate entries, or have a link to view all billing items for that matter. It would also be helpful to see any related billing items per task, in the way a task shows other open tasks from the matter.
We need a few more custom text/date fields on the billing level, similar to the custom fields on the matter level, to assist with reporting and tracking.
I would love to see the ability to do a datediff or add or subtract a date from "now" in the reporting module. To be able to see the actual number of days between OpenedOn and Today, would be super helpful. We have many clients that ask for that status metric.
I would like to see this as well.
Add the ability to add a commission percentage for each timekeeper. Some of our attorneys are paid a percentage of the flat fees we bill, and it would be great to be able to calculate commissions payable based on each billing item.
Please add the ability to add custom date and text fields on the task level. We need additional comment and date fields to tract client and peer review due dates, in addition to the USPTO due dates.