Topics created by SadiqA2304

Interesting idea - thanks. We'll pass this onto engineering.

@gregg_appcoll OK so to clarify, if I create a custom field "Test," configure the field for a contacts query, and set that field for a given Matter to a particular Contact, then {Matter.Test.email} will return that Contact's email address? How can I restrict the contact fields to match the current client? This is the logic I'm looking for but the syntax isn't quite right:

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Hi Sadiq - Thanks for the feedback. We will remove the notifications when a matter is saved. This may take some time, but it will be done.

Thanks.

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

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

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.

@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.

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

@mike_appcoll nice

@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.

@joe_appcoll Nice, thanks

@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.