Best posts made by TarC6989

Is there a plan to improve the Files Module to provide DMS functionality (e.g., directly editing/saving without having to re-upload files, CRM of documents, search file content, etc.)?

Currently, we are not using the File Module because it is too burdensome. For example, uploading a file directly is okay for historical purposes, but not useful for a work in progress. I realize that there is the ability to use a link (instead of uploading a file) to a file saved to a third party cloud storage (i.e., DropBox, Box, OneDrive), but you have to create a shareable link each time, then paste it, then give it a "friendly name". The web version of Word is less functional than the desktop version of Word, so using the link to access the cloud-based file is not always possible (especially when drafting specs that have formulas or images). And unless you go through the extra steps of restricting the shareable link to only people in your organization, there is a security risk that the document could be accessed by anyone if they somehow obtain the link (probably a low risk, but still a risk).

Further, it would be really helpful if there was an Outlook Add-In to integrate with AppColl for convenient saving to the file (or sending from Outlook and then automatically saving to the file). The special email address is too hard to remember and if someone forgets to hit "reply-all" the email is no longer connected to the file.

If there is a plan to address these issues, do you have an estimate for when it will be released?

Would it be possible to add a checkbox next to the Notes field that, when checked, will cause a window to pop up displaying the notes when that matter is first opened, so that the notes can be viewed immediately?

The Notes field is buried far down in the GUI, so it's not always obvious that there's a note to the file. The only issue I can see is that if there are a lot of notes, the window may become overcrowded, and then the importance of one note might be lost, due to the single text box. In that case, maybe just a warning pop-up that there are Notes that need review?

Is it possible to import Billing Item Templates? It would be very helpful if we could upload all of our item templates in one shot, rather than having to create individual templates, one at a time.

@MichelleM6342 Can I ask what your goal is for doing this, so I can understand better? We are using the Contributor role to assign tasks to "working" attorneys, while the "supervising" attorney owns the matter, and is therefore responsible for all tasks. The way that you build/run your reports might also factor into getting to your end goal.

Simply adding unlimited (or at least greatly increasing the number of) Custom Fields available to users would be a (easy?) compromise.

@ChristianS9906 That's what I was thinking! I used to use Patricia by Patrix and there was a "add popup" checkbox next to the note(s) where we could decide if we wanted to smack folks in the face with the note, especially for special handling or for high importance notes. Again, checking a box is also a lot more straightforward than creating a special task.

I know this is an old topic, but since it's already been addressed, I'm adding to it.

Is it possible to have an option to transfer Task Comments to the Matter Discussion tab? Like a checkbox in the Task? There are times when it would be nice to retain the Task comment for continuity, but only on a selective basis (shouldn't be auto/default). When I close a Task and there are lots of comments that contain relevant information, I'd like to just check a box and have it transfer over. I suppose I could just copy/paste. Or is there already this kind of functionality and I'm not seeing it?? Thanks!

@jonah-soundhound-com I meant in lieu of providing us with supporting foreign law deadlines, if foreign deadline support is not on the road map. Giving users the ability to create more of their own custom matter fields, which tasks can be based on might be a workaround to programming foreign law. Takes the onus off of AppColl to maintain rules associated with foreign law, but still allows non-US-based users to tailor AppColl to their jurisdiction and others.

@gregg_appcoll sorry, I didn't explain my issue very well. Please see the included examples, which show where the Client Code is viewable in the Client field of a matter instead of the client's name. The only place where you can also see the client's name is when filtering by Client in a search. It would be nice if the client's name also appeared, like in the filter.