We hear you. I added a formal request to expand this out to better accommodate dozens of numbers. We'll let you know when this has been added.
Posts made by support_appcoll
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RE: Automated Customer Number Listing for eOffice Action processingposted in Product Requests
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RE: Please fix column formattingposted in Product Requests
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.
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Using date offsets and date formatting togetherposted in General Discussion
You may know that you can add date offsets to a date form field, such as {Matter.AllowanceDate(+3M). This will show the Allowance Date plus 3 months.
You can also format dates to show in a long date format such as May, 01, 2025. You would use the following syntax. {Matter.AllowanceDate(MMMM d, YYYY)}.
You can combine the two formatting options and have the Allowance Date shown with both the offset AND long date formatting by using {Matter.AllowanceDate(+3MMMMM d, YYYY)}.
See the following for a more detailed explanation:
https://support.appcoll.com/form-emails-and-letters/add-date-offsets-to-form-letters-and-emails
https://support.appcoll.com/form-emails-and-letters/format-dates-in-form-letters-and-emails
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RE: Automated Customer Number Listing for eOffice Action processingposted in Product Requests
Hi Christian. We have added section A of your request, just to get something out there as soon as possible for you. We can address B and C when we have more time. We hope this helps.
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RE: Autoexpiration dates for PCT appsposted in Product Requests
Hi Christian - this is a good suggestion. We have added this as a new feature request. We'll let you know when this is done. Thank you.
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RE: QoL request - make the Application Data Sheet form searchable with "ADS"posted in Product Requests
Hi Sadiq - thanks for the suggestion. We'll certainly look into this.
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RE: Add "Matters" Filter to Contacts Moduleposted in Product Requests
Hello Kate and Melissa,
This is a good idea and something we have formally submitted to our engineering team as a new feature. It may take some time, but it will be added. Thanks for your continued feedback.
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RE: Multiple users associated with a taskposted in Product Requests
Hi Brandon, the way to handle this is through the "Affliated..." task filter. Click here. Hopefully this works for you. Thanks.
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RE: "Opted-out of UPC" checkbox for EP casesposted in Product Requests
Thanks - good idea. We'll pass it on to engineering for review.
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RE: New field: {Matter. InventorFirstNames}posted in Product Requests
Hi Sadiq,
This new field should be available this week.
Thanks.
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RE: ADS has two USPTO customer number fields - filled separately by AppCollposted in Matters Module
Hi George - good information, thanks for posting.
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RE: Improved add columns interfaceposted in Product Requests
Thanks for the feedback - sounds reasonable. We'll pass it onto engineering.
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RE: Intake Email Fieldsposted in Product Requests
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.
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RE: Option to rename "Respond By" field to "Due Date"posted in Product Requests
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: "Documents" tab in Matters moduleposted in Product Requests
Definitely makes matter documents more convenient. We'll discuss internally.
Thanks,
AppColl Support
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RE: Allow custom field database query to specify what field(s) populate pull-down listposted in Product Requests
Thanks for the ideas - very interesting. We'll pass it onto engineering for consideration.
AppColl Support
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RE: Manage Task Typesposted in Tasks Module
@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
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RE: New field: {Matter. InventorFirstNames}posted in Product Requests
Hi Sadiq,
Yes, we'll also implement {Matter.InventorNicknamesOrFirstNames}.
Thanks,
AppColl Support
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RE: Email Addressee Improvementsposted in Product Requests
Thanks for the feedback, Christian. We've forwarded your suggestions to our engineering team.
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RE: Reports Permission Level / Display Optionsposted in Product Requests
Hi Christian,
Interesting idea. We'll pass it onto engineering.
Thanks,
AppColl Support
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RE: New field: {Matter. InventorFirstNames}posted in Product Requests
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: Account-Switch while retaining matterposted in Product Requests
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
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RE: Make the Matter.Examiner field a Contact object, rather than a stringposted in Product Requests
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 request: Contact.FirstOrNicknameposted in Product Requests
Hi Sadiq,
This has been added. Please let us know how this works for you.
- AppColl Support
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RE: New field request: Contact.FirstOrNicknameposted in Product Requests
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: Fill in the Assignee type for the 3.73(c) statementposted in Product Requests
@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
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RE: Madrid Trademark Applications Application Numberposted in Product Requests
@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
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RE: Augment "Attach Document or Form Letter" document chooser so it also lists prior art documents associated to the matterposted in Product Requests
Hi George - thank you for the suggestion. We will pass this on to our engineering group for consideration. We hope this helps.
- AppColl Support
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RE: Windows Explorer-type Desktop Interface?posted in General Discussion
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
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RE: Cannot filter based on Discussion field...posted in Product Requests
Good idea. Engineering is looking into it. Don't know how difficult it will be.