Hi Brandon, the way to handle this is through the "Affliated..." task filter. Click here. Hopefully this works for you. Thanks.
Posts made by support_appcoll
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RE: Multiple users associated with a task
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RE: "Opted-out of UPC" checkbox for EP cases
Thanks - good idea. We'll pass it on to engineering for review.
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RE: New field: {Matter. InventorFirstNames}
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 AppColl
Hi George - good information, thanks for posting.
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RE: Improved add columns interface
Thanks for the feedback - sounds reasonable. We'll pass it onto engineering.
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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.
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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: "Documents" tab in Matters module
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 list
Thanks for the ideas - very interesting. We'll pass it onto engineering for consideration.
AppColl Support
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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
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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: Email Addressee Improvements
Thanks for the feedback, Christian. We've forwarded your suggestions to our engineering team.
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RE: Reports Permission Level / Display Options
Hi Christian,
Interesting idea. We'll pass it onto engineering.
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: 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
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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 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: 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: 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
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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
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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
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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
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RE: Cannot filter based on Discussion field...
Good idea. Engineering is looking into it. Don't know how difficult it will be.
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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.
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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
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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
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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".
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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