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    M
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    Topics created by MarkW5689

    • M

      Custom task fields and statuses
      Product Requests • • MarkW5689

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      A

      Hi Mark,

      These are all great suggestions - thanks! Your feedback has been sent to engineering. Some of the features, such as bulk editing are already in our project plans.

      Keep the great input coming.

      AppColl Support

    • M

      Hard External Deadlines
      Product Requests • • MarkW5689

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      No one has replied

    • M

      Periodic Tasks
      Product Requests • • MarkW5689

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      No one has replied

    • M

      Intake Email Fields
      Product Requests • • MarkW5689

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      M

      @gregg_appcoll This is great. I added the email to the default comment to those tasks and it works great.

    • M

      Custom Non-Completion States in Tasks
      Product Requests • • MarkW5689

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      gregg_appcoll

      Hi Mark,

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

      -AppColl Support

    • M

      Fill in the Assignee type for the 3.73(c) statement
      Product Requests • • MarkW5689

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      271
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      support_appcoll

      @MarkW5689 said in Fill in the Assignee type for the 3.73(c) statement:

      3.73(c)

      Hi Mark - this is a good suggestion. We have added this a formal change request by auto-populating the field with "Corporation" upon generation. Currently, we will leave the contact record alone. We hope this helps.

      AppColl Support
    • M

      Madrid Trademark Applications Application Number
      Product Requests • • MarkW5689

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      support_appcoll

      @MarkW5689 said in Madrid Trademark Applications Application Number:

      LOST.001.WP1

      Hi Mark - This is a good idea. We will add this as change request. We will let you know when this has been added. Currently, we do not have an ETA.

      AppColl Support
    • M

      Different Default Views for Billing Items and Billing Item Templates
      Product Requests • • MarkW5689

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      231
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      gregg_appcoll

      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.

    • M

      Bulk Edit Billing Item Templates
      Product Requests • • MarkW5689

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      244
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      gregg_appcoll

      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.

    • M

      Clients/Companies with Multiple Addresses
      Product Requests • • MarkW5689

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      392
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      J

      @KimG5166 Does the "Same as above" residency checkbox solve your issue for inventors? It should allow you to put in a secondary residency address. fa0fabb3-7d76-4233-a4d5-4f49da803261-image.png

    • M

      Template Emails with Attachments
      Product Requests • • MarkW5689

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      704
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      P

      I am also looking for a way to automatically attach files associated with tasks (e.g., responses to office actions) when working with client-reporting templates

    • M

      Document Generation From Contacts
      Product Requests • • MarkW5689

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      GeorgeJ4336

      @MarkW5689
      Agreed! Adding a "Create Form Letter" button, as in the Matter Details page, would be great. Indeed, just about every page would benefit from a "Create Form Letter" button. See my separate post advocating for such a button on the Task page.

    • M

      Bulk Edit/Reschedule/Close Tasks from Matter Page
      Product Requests • • MarkW5689

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      KimG5166

      I would like to see this as well.

    • M

      Help Article with Invoice Fields
      General Discussion • • MarkW5689

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      J

      @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.

    • M

      Parse email subject line for Docket Number/Client Reference
      Product Requests • • MarkW5689

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      RichardS3059

      @jonah-soundhound-com And based on my experience, I can guarantee that foreign associates will do that.

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