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    Posts made by support_appcoll

    • 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.

      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: "Opted-out of UPC" checkbox for EP cases

      Thanks - good idea. We'll pass it on to engineering for review.

      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: New field: {Matter. InventorFirstNames}

      Hi Sadiq,

      This new field should be available this week.

      Thanks.

      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: ADS has two USPTO customer number fields - filled separately by AppColl

      Hi George - good information, thanks for posting.

      posted in Matters Module
      support_appcoll
      support_appcoll
    • RE: Improved add columns interface

      Thanks for the feedback - sounds reasonable. We'll pass it onto engineering.

      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: Intake Email Fields

      One other thing - we have added these fields to our form field explorer (available on the right hand side of many pages) so they are more visible.

      posted in Product Requests
      support_appcoll
      support_appcoll
    • 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.

      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: "Documents" tab in Matters module

      Definitely makes matter documents more convenient. We'll discuss internally.

      Thanks,

      AppColl Support

      posted in Product Requests
      support_appcoll
      support_appcoll
    • 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

      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: Manage Task Types

      @SeanW8986 The best approach here (for a single matter) is probably to generate the standard reminder dates and then edit them manually. If you have a subset of matters with this flow (e.g. a specific client) you could setup a new workflow.

      Thanks,

      AppColl Support

      posted in Tasks Module
      support_appcoll
      support_appcoll
    • RE: New field: {Matter. InventorFirstNames}

      Hi Sadiq,

      Yes, we'll also implement {Matter.InventorNicknamesOrFirstNames}.

      Thanks,

      AppColl Support

      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: Email Addressee Improvements

      Thanks for the feedback, Christian. We've forwarded your suggestions to our engineering team.

      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: Reports Permission Level / Display Options

      Hi Christian,

      Interesting idea. We'll pass it onto engineering.

      Thanks,

      AppColl Support

      posted in Product Requests
      support_appcoll
      support_appcoll
    • 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

      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: Account-Switch while retaining matter

      Hi Christian,

      Thanks for the feedback.

      There are however, significant security issues with having multiple accounts active in one browser session, so it's unlikely we will be able to do this.

      AppColl Support

      posted in Product Requests
      support_appcoll
      support_appcoll
    • 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.

      https://support.appcoll.com/form-emails-and-letters/formatting-text-fields-in-form-letters-and-emails

      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

      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: New field request: Contact.FirstOrNickname

      Hi Sadiq,

      This has been added. Please let us know how this works for you.

      • AppColl Support
      posted in Product Requests
      support_appcoll
      support_appcoll
    • 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.

      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: Fill in the Assignee type for the 3.73(c) statement

      @MarkW5689 said in Fill in the Assignee type for the 3.73(c) statement:

      3.73(c)

      Hi Mark - this is a good suggestion. We have added this a formal change request by auto-populating the field with "Corporation" upon generation. Currently, we will leave the contact record alone. We hope this helps.

      • AppColl Support
      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: Madrid Trademark Applications Application Number

      @MarkW5689 said in Madrid Trademark Applications Application Number:

      LOST.001.WP1

      Hi Mark - This is a good idea. We will add this as change request. We will let you know when this has been added. Currently, we do not have an ETA.

      • AppColl Support
      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: Augment "Attach Document or Form Letter" document chooser so it also lists prior art documents associated to the matter

      Hi George - thank you for the suggestion. We will pass this on to our engineering group for consideration. We hope this helps.

      • AppColl Support
      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: Windows Explorer-type Desktop Interface?

      Hi Kenneth - For security reasons, browsers do not allow access to file systems. As such, this would not be possible. We hope this helps.

      • AppColl Support
      posted in General Discussion
      support_appcoll
      support_appcoll
    • RE: Cannot filter based on Discussion field...

      Good idea. Engineering is looking into it. Don't know how difficult it will be.

      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: Make TaskType Description available via Form Fields/Reports

      Hi Christian,

      Good ideas - thanks. We've added an engineering item for these suggestions. a) can be done reasonably quickly. b) will take longer.

      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: Enable client contact record to point to multiple other contact records, ex. GC, billing contact & paralegal

      Hi George,

      This is a good idea and something we have added to our list. We will let you know when we add this functionality.

      • AppColl Support
      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: Import 892 Forms

      @BerndN5890

      Can we ask how you arrived at that URL via navigating Patent Center?

      • AppColl Support
      posted in Prior Art Module
      support_appcoll
      support_appcoll
    • RE: Bulk USPTO Form Field Population

      Thank you Christian for the suggestion. We will pass this on to engineering for consideration. Keep the ideas coming.

      • AppColl Support
      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: Issue Notification Received?

      Thank you for the feedback.

      posted in Tasks Module
      support_appcoll
      support_appcoll
    • RE: Set "Favorite" form letters/customize form letter list

      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".

      posted in Product Requests
      support_appcoll
      support_appcoll
    • RE: Madrid Trademark Applications Application Number

      Hi Mark,

      Thank you for the feedback. Do you have an example application that has both numbers?

      • AppColl Support
      posted in Product Requests
      support_appcoll
      support_appcoll
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