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".

Posts made by support_appcoll
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RE: Set "Favorite" form letters/customize form letter list
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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
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RE: Issue Notification Received?
Since the CON/DIV/CIP would have to be filed before the issuance, you would want to trigger off the Notice of Allowance code. Or are we missing something?
-AppColl Support
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RE: Add a link to the "Matter Prior Art" for a Matter on the Matter Page.
Hi Jason,
We already have a link for this. See below for the icon at the top of a matter page. Is this what you were looking?
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RE: "Owner" of Tasks is a Pointer
Hi Jason,
Thank you for the suggestion. As a policy we don't automatically change the owner of tasks or automatically close tasks. We feel the potential for error is too great.
- AppColl Support
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RE: Feature Request: PTO Fee Schedules
Hi there. Thank you for the suggestion. We will certainly look into this.
- AppColl Support
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RE: Feature Request: Timekeeper Applet(?)
HI there. Thank you for your suggestion. You should be able to give attorneys access to only the billing module, so they can enter their time and nothing else. Would this not work?
- AppColl Support
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RE: Set "Favorite" form letters/customize form letter list
Hi Sadiq,
You should be able to quickly search for the one(s) you're looking for with the search box. Does that not work for you?
- AppColl Support
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RE: Permissions/Groups
Hi Christian,
Thank you for the suggestions. We will take this under consideration.
- AppColl Support
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RE: Update notes in bulk
Hi there. Currently, we do not have a way to do this. Just so we understand, what might you add to multiple references?
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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: Test PDF documents upon upload to Prior Art module for acceptability by USPTO
Hi George,
Thank you for the suggestion. We will certainly pass this on to engineering for future consideration.
- 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: "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: 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: Live document links in Reports
Hi Ann,
Thank you for your feedback. We have added this to our list of future projects. We will let you know when this has been added. Thanks.
- 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: Add "Same as associated entity" address check box in Contact record
If you select an assignee for a contact (in the contact details page) and the assignee has an address, it will automatically copy over to the contact's address. Please note, this will not overwrite any existing contact address information. It will only populate the assign address if the contact address is blank.
We have spoken with engineering to link the assignee address to the contact address, such that changing the assignee address will automatically update the contact address.
We will update this post when this has been completed.
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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: Next/Previous buttons should have static location
Hi CHristian,
This is a good idea. We will look into this the next time we revise the UI.
- AppColl Support
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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: [Meta] Have any of the product requests made it into Appcoll?
Hi Sadiq - we are updating our process of how we respond to forum posts. You should expect more timely information.
- AppColl Support
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RE: Report Usage Statistics
Hi Christian,
This has been added to our development schedule. We will let you know when this has been done.
- AppColl Support
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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: Where can I find a list of current AppColl users for a reference?
There is a diverse set of example testimonials on our website...you'll find them on the main page in the rotating banner and the Testimonial tab....https://www.appcoll.com/products/testimonials/
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RE: Billing items for matter
the other thing you could do is to expose the actualcost column in the main matter view, find the matter and click the actualcost field...that will show all billing items for that matter
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RE: Billing items for matter
In the matter detail page for a matter there's a "$" icon in the top middle of the page...click it and it will show all "uninvoiced" billing items for that matter