We have added this as a formal feature request. The plan is to add another element to the list like "Form Letters" and "USPTO Forms" called "Recently Used Forms".
Best posts made by support_appcoll
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RE: Set "Favorite" form letters/customize form letter list
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RE: Custom Tasks
Currently, there is not a way to import custom task types. They would have to be created one-by-one within AppColl.
However, we are implementing the ability to import and export tasks type in an XML format. Look for details on this process in the coming months.
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RE: Escape key to cancel
The priority of this request has been elevated. We will let you know when this has been implemented.
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RE: Template Emails with Attachments
This has been added to our project schedule. We will let you know this has been implemented. Thank you.
- AppColl Support
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RE: New field request: Contact.FirstOrNickname
Hi Sadiq,
We will add this as a form field called {Contact.NicknameOrFirst}. We chose Nickname first since that would be the field you would want pulled first.
Richard - the functionality you suggested is excellent and something we may pursue in the future.
We will let you know when this is done.
Thanks.
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RE: What happens if Private Pair goes down?
When Private Pair goes down, matter updates and document scraping from the PTO cannot be completed. However, this does not mean the updates and scrapes won't happen. AppColl continuously tries to update from Pair until it is back up and running.
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RE: Is there a character limit on the matter notes field?
The limit is 4000 characters.
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RE: Option to link Task Owner to Name fields
Hello Russell - We are implementing the following changes, which should be released soon.
When someone bulk updates the attorney for multiple matters they will be presented with a popup to change the underlying tasks to one of the following: attorney, partner, paralegal or contributor. We will let you know when this has been done.
- AppColl Support
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RE: Separately store each attachment, when email message is uploaded to email folder
Hi George - for us to make this work you'll need to upload an EML file (and not other file formats such as MSG used by Outlook). Can your mail program generate an EML file?
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RE: "Under Development" flag for task types
Hi Christian,
This is a good idea and something we will explore.
- AppColl Support
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RE: Syntax for alternate field, when a first field is blank
Hi George and Sadiq,
Thank you for these suggestions. We have added this to our engineering list.
- AppColl Support
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RE: Better Trash
Hi Christian,
You're right. The trash definitely needs some work. We will add this to our engineering list.
- AppColl Support
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RE: Add calculations, if-then logic, and database queries to template fields
Hi George,
This is a great idea. We will explore this idea. Keep the suggestions coming.
- AppColl Support
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RE: New field request: Contact.FirstOrNickname
Hi Sadiq,
This has been added. Please let us know how this works for you.
- AppColl Support
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RE: Make the Matter.Examiner field a Contact object, rather than a string
Hi Sadiq,
You can get part of this done using some special formatting codes.
For example, {Matter.Examiner(ToTitleCase)} would give you Joe Smith.
Converting to a contact is a good idea, we will look into it.
Thanks,
AppColl Support
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RE: New field: {Matter. InventorFirstNames}
Hi Sadiq,
We'll go ahead and add {Matter.InventorFirstNames} which does the commas and the "and". We'll post here when it's done.
Thanks,
AppColl Support
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RE: New field: {Matter. InventorFirstNames}
Hi Sadiq,
Yes, we'll also implement {Matter.InventorNicknamesOrFirstNames}.
Thanks,
AppColl Support
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RE: Task User Fields
Hello All. This is a good idea and something we will add to our list of engineering projects. Thank you for the feedback.
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RE: Allow custom field database query to specify what field(s) populate pull-down list
Thanks for the ideas - very interesting. We'll pass it onto engineering for consideration.
AppColl Support
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RE: Option to rename "Respond By" field to "Due Date"
Thanks for the input. As this stage it would be very difficult to change the name of a column as all of our users are familiar with the current name. We would need to have a mechanism that allows it to be changed just for your account, which is complex.
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RE: Multiple users associated with a task
Hi Brandon, the way to handle this is through the "Affliated..." task filter. Click here. Hopefully this works for you. Thanks.