Topics created by SadiqA2304

@RichardS3059 Do you have form letters attached to automatically generated tasks that are triggered when an eOfficeAction is received?

@AlexandreP4784 Thank you for the input. We will pass this on to engineering for their consideration.

@gregg_appcoll Thanks, I think it's working. I'm doing Examiner {Matter.Examiner(ToTitleCase, LastWord)} to change "Examiner John A SMITH" to "Examiner Smith".

@gregg_appcoll Thanks, looks like it's working. For Examiner names, I'm doing

{Matter.Examiner(ToTitleCase, AddPeriodToSingleCharacter)}

@mike_appcoll 😮

This is basically what I'm asking for actually

I'd suggest allowing the admin to select a default folder. For example, the default could be "WorkInProgress" everytime you want to upload a new document or create a form letter within a task.

@support_appcoll This helps for now. Hopefully in the near future it gets augmented into a full Contact object.

@support_appcoll Pretty good solution!

@mike_appcoll nice

Especially as AppColl doesn't allow one to navigate directly from a Matter to a Billing item (even if it's for that self-same matter) easily and forces a new tab/window, this is an incredibly necessary option to unlock.

Being locked out of editing a matter because you had too many tabs open and then just closed them without navigating away is an incredibly frustrating time suck for 5-10 minutes at a time.

@RichardS3059 I like the idea - but I'm not optimistic that Appcoll will add new syntax when it would be easier for them to add a new field. On the user side of things, learning syntax is a similar amount of effort as looking up/remembering field names is similar effort, if not more effort imo.

Thanks. This is a great addition.

@SadiqA2304 Thanks. We will get this taken care of.