Best posts made by MelissaT3398

Currently, administrators have the ability to select Enable bulk edit commands for users, in Permissions.

It was recently discovered that although the "Enable" box is checked for a user, and although Modify permissions are enabled for the Billing module, this actually does not grant Bulk Edit permissions. To get the "Bulk Edit" button to appear for the user, an admin must also grant Modify permissions for the Tasks module - a completely unrelated module.

I don't know about most, but I'm guessing giving Modify Tasks permissions to an attorney is more than undesirable. I however would like to help them be more efficient when it comes to approving billing entries which they could do with Bulk Edit permissions.

The example of this user's permissions are seen in the below screenshot. My suggestions on how I imagine this functionality to be modified is in red font, squares, and strikethrough.

If you would like to see this modification, please vote by clicking on the upward facing carrot at the right of this post.

Thank you!!

@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.

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.

@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.

Currently, the Create Form Letters button is available to users in two places (that I'm aware of): 1) from within a specific matter (1st screenshot) or 2) from the Matters module view (2nd screenshot).

Would it be possible to make the Create Form Letters button available from the Tasks module? For example: if a user views their docket and would like to use a Response to Office Action Word template (our firm has made available to users), the user could access that template straight from the tasks view. Side note: our response template includes the date of the office action and it would be helpful if the RefDate field could be used within the template.