@gregg_appcoll Hi Gregg, thanks for the quick response.

If you are going to expose the ClientContactContactID as a column, please also do so for other Contacts-based fields in Matters. That would be great!

For the Inventors, you're correct that the Inventors CSV export does include the ContactID for the inventors. This would work for our purposes. However, I don't think we have any way to automate getting that information out of AppColl, and that's critical.

Our current practice is to do a nightly FTP dump of our Matters, Tasks, and Contacts tables from AppColl via the Manage Report Schedules interface to take a daily snapshot of our AppColl data. We then import that data into a parallel database that we maintain internally and use for various internal systems.

I may be mistaken, but I don't think we have the option of selecting the Inventors or Connections report types from the Manage Report Schedules interface--we can only specify a named report that we've saved, and the Connections and Inventors "types" of download are special types of report that surface data that isn't visible in a named report but which is sourced from the records in that report.

If the Manage Report Schedules interface were to allow users to specify the "type" of report (I think only Matters, Inventions, Billing, and IDS modules have more than one "type" of report) that is to be scheduled, then I think this would allow us to access the data in the manner we need.

If that's already possible, please let me know how to go about setting it up!

Best,
Christian

Interesting idea - thanks. We'll pass this onto engineering.

@gregg_appcoll OK so to clarify, if I create a custom field "Test," configure the field for a contacts query, and set that field for a given Matter to a particular Contact, then {Matter.Test.email} will return that Contact's email address? How can I restrict the contact fields to match the current client? This is the logic I'm looking for but the syntax isn't quite right:

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Hi Christian. Thank you for the suggestion. We will certainly pass this on to engineering.

Hi Christian - we opened a fix for this. We'll let you know when done. Thanks.

Hi Ashley - this is a good idea and something we will pass on to engineering for future consideration. We will certainly let you know of any progress made.

Hi Christian - we will work on alleviating this by doing some truncation. We will keep you in the loop.

Hi Sadiq - Thanks for the feedback. We will remove the notifications when a matter is saved. This may take some time, but it will be done.

Thanks.

@ChristianS9906 Do you have an example that takes multiple minutes? This will help us. But we are working on this with some architecture changes.

@NicoleM7718 Has this been resolved?

Hi Darin,

Thanks for the feedback. Do you have specific suggestions about TEAS?

Thanks,

AppColl Support

Hi Darin,

We are happy to have a call with you to discuss how Finances would fit in your situation. Sales will reach out to you.

Thanks,

AppColl Support

@DarinD8866 Thanks for the input - we'll pass on your request.

@JonahP1621 I'd like to see some built-in color schemes to choose from with text chosen to display well on the background chosen. Or at least the ability to change both background and text colors.

@JonahP1621 I would appreciate seeing some of that feedback here - I have a small public company who has no internal system of their own and I am planning to offer them Tandem access once we're more established - I would especially appreciate feedback on how that works so I can avoid overselling it. But, I think being able to offer that will help them consolidate more work with me.

I'd love to see flexible billing increments (submitted feature request). I have a client requiring .25 billing increments.

I have come to the conclusion that I cannot really use Quickbooks for any statistical profitability analysis or that sort of thing - really one stream of income seems to map over - all that needs to rely on AppColl reporting. QB will only be able to handle my highest level P&L.