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    S
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    • Topics 18
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    Topics created by SadiqA2304

    • S

      Let us choose, per-client, whether to use "ClientRef" or "AttorneyRef" in fields that are currently populated with "AttorneyRef"
      Product Requests • • SadiqA2304

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      gregg_appcoll

      Thank you both for the suggestions. We will pass this onto engineering for consideration. We hope this helps.

    • S

      QoL request - make the Application Data Sheet form searchable with "ADS"
      Product Requests • • SadiqA2304

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      support_appcoll

      Hi Sadiq - thanks for the suggestion. We'll certainly look into this.

    • S

      Set task background color based on TaskStatus
      Product Requests • • SadiqA2304

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      P

      I agree. I currently use a separate spreadsheet for organizing oddball tasks. One of the main benefits of this spreadsheet over AppColl is the ability to color code the task entries so I can better view / absorb the task list. I'd love to have this ability in AppColl and get rid of this additional spreadsheet.

    • S

      Automatically generated forms should use the latest USPTO information
      Product Requests • • SadiqA2304

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      S

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

    • S

      Improve workflow for adding Continuations
      Product Requests • • SadiqA2304

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      956
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      gregg_appcoll

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

    • S

      New field formatting code to return last word of a field
      Product Requests • • SadiqA2304

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      S

      @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".

    • S

      New field formatting code to add periods after single letters
      Product Requests • • SadiqA2304

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      S

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

      {Matter.Examiner(ToTitleCase, AddPeriodToSingleCharacter)}

    • S

      "Documents" tab in Matters module
      Product Requests • • SadiqA2304

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      S

      @mike_appcoll 😮

      This is basically what I'm asking for actually

    • S

      Set the top level folder for the matter as a default folder when adding documents
      Product Requests • • SadiqA2304

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      638
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      B

      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.

    • S

      Make the Matter.Examiner field a Contact object, rather than a string
      Product Requests • • SadiqA2304

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      S

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

    • S

      Set "Favorite" form letters/customize form letter list
      Product Requests • • SadiqA2304

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      1436
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      A

      Hi Sadiq, no progress yet, but we will review priorities with engineering. Thanks.

    • S

      [Meta] Have any of the product requests made it into Appcoll?
      Product Requests • • SadiqA2304

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      2248
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      S

      @mike_appcoll nice

    • S

      Please fix column formatting
      Product Requests • • SadiqA2304

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      433
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      support_appcoll

      @SadiqA2304

      Hi Sadiq. We're actually working on it. It's a significant job to redo the entire table/column formating UI. We have the Contacts tab in Beta and it works quite nice. We're going tab by tab as we have time. Unfortunately, we do not have an ETA as of yet. I hope this helps.

    • S

      "Clear own locks" button
      Product Requests • • SadiqA2304

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      S

      @joe_appcoll Nice, thanks

    • S

      Please remove the ability to edit matter reference numbers in the Tasks module
      Product Requests • • SadiqA2304

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      No one has replied

    • S

      New field request: {Contact.USPTORegNumComma}
      Product Requests • • SadiqA2304

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      S

      @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.

    • S

      New field request: Contact.FirstOrNickname
      Product Requests • • SadiqA2304

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      GeorgeJ4336

      Thanks. This is a great addition.

    • S

      New field: {Matter. InventorFirstNames}
      Product Requests • • SadiqA2304

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      gregg_appcoll

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

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