Hi Noah. Yes, there is a way to do this. Please look at the first few paragraphs of this article. Feel free to create a support ticket or respond here if you need more clarification. We hope this helps.
Hi Theresa. There sure is. We send reports via email to any email program. If you use Outlook, the reports will open right up in the body of the email if you use option 11 as shown in the first article below. This article teaches you how to schedule reports to email you as needed. The 2nd article shows you how to create the docketing reports first. If you have further questions, feel free to reach back out here or email support@appcoll.com.
Hi, Priority information can be imported via a separate spreadsheet. Inventor contact information would be imported via a contacts spreadsheet. For help doing this, please contact AppColl support.
As the built-in task reminder reports cannot be changed, we recommend creating a custom scheduled report for task reminders. That way, you can add any information you need. Please contact AppColl Support if you need more details.
