@ThomasB2170

Add the column 'TaskStatus' to your view in the Tasks Module. Within the Edit Filters window, change the view to All Completed and in the next row of criteria, select TaskStatus. In the text field, type Missed. Execute the view and the results will appear.

@GeorgeJ4336
This happens for us frequently as well. Our work around is to forward the email to the appropriate AppColl email address (ex. xxxxm123@intake.appcoll.com). I generally just put "for the file" in the email message, but this way it is saved to the matter, the documents are saved separately AND the message appears in the conversation tab.

We would love to be able to export images from AppColl to an Excel spreadsheet. Example: a client would like a listing of their trademarks and the related design image, where applicable.

@jonah-soundhound-com I second your request. An example I experience often is when the calendar function is activated for a task or any other date field and AppColl requires the date to be selected and the Escape key function does not respond.

@AnnM9156 thanks for your input. We use an arbitrary attorney reference number format which does not include a country code.

@RichardS3059 thanks for your input. We use an arbitrary attorney reference number format which does not include a country code.

@jonah-soundhound-com thank you for your input. We use an arbitrary attorney reference number format which does not include a country code.

Would anyone else like the open search field, which appears under the module tab headers, to be modified to include the Country Code when results appear?

For example, for Madrid Protocol matters the "title" (mark name) is the same. Let's assume the mark name is MY MARK and the IB registration has designated 10 jurisdictions. The results in the search field (if searching MY MARK) would list likely 12 results (the basic US matter, the IB matter, and the 10 jurisdictions). At a glance it is not possible to know which matter is the AU designation (again as an example).

In our database the 10 designated matters would have a 'title' such as MY MARK (IB designation). So, our work around is to further change the 'title' to MY MARK (IB-AU designation). We generally do not like to include other database field values in another field, because each field in order to retain database integrity should only include one value type. The 'title' field should only include the mark and no other values such as a country code.

This is one of our database philosophies, and so to stick to that, we are asking if others would like to see the search field modified so that search results could include the country code.

Please vote if you would like to see this modification. Would also appreciate others' feedback if you have a different work around (outside of running a report in the Matters module).

@ThomasB2170

Add the column 'TaskStatus' to your view in the Tasks Module. Within the Edit Filters window, change the view to All Completed and in the next row of criteria, select TaskStatus. In the text field, type Missed. Execute the view and the results will appear.

@GeorgeJ4336
This happens for us frequently as well. Our work around is to forward the email to the appropriate AppColl email address (ex. xxxxm123@intake.appcoll.com). I generally just put "for the file" in the email message, but this way it is saved to the matter, the documents are saved separately AND the message appears in the conversation tab.

@RichardS3059 I second IP Manager (ugh). I too managed a medium sized law firm docketing group and while the updates were nice, the firm's portfolio was made up of a mixture of foreign and US. As you said, the effort to keep those rules current if quite a commitment. One thing we appreciate about AppColl is the affordability. I think by not having foreign rules certainly helps with keeping costs low.

@ChristianS2558 thank you so much for taking the time to write that all out. That is really helpful and I'll give it a go!

We would love to be able to export images from AppColl to an Excel spreadsheet. Example: a client would like a listing of their trademarks and the related design image, where applicable.

@jonah-soundhound-com I second your request. An example I experience often is when the calendar function is activated for a task or any other date field and AppColl requires the date to be selected and the Escape key function does not respond.