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    • ChristianS9906

      New calculated field suggestion - EBD
      Product Requests • • ChristianS9906

      20
      5
      Votes
      20
      Posts
      3848
      Views

      ChristianS9906

      @BruceY9495 UPDATE: Our account has EBD data for about 40 matters, but that's it. I guess it is still updating/being calculated.

      Our account had the EBD data in it as of this morning, so I think they have added it.

      Thanks, Gregg!

    • B

      New USPTO IDS fees
      Product Requests • • BenjaminK4148

      4
      2
      Votes
      4
      Posts
      1240
      Views

      gregg_appcoll

      @MelissaT3398 The new form was pushed out yesterday from the PTO. We should have it in AppColl by tomorrow. I hope this helps.

    • ChristianS9906

      Improved add columns interface
      Product Requests • • ChristianS9906

      10
      2
      Votes
      10
      Posts
      1776
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      gregg_appcoll

      @ChristianS9906 Great. Thanks for the feedback.

    • B

      6 and 9 year con/div filing reminders
      Product Requests • • BenjaminK4148

      5
      2
      Votes
      5
      Posts
      819
      Views

      L

      @ChristianS9906 agree that is a good alternative

    • S

      Set "Favorite" form letters/customize form letter list
      Product Requests • • SadiqA2304

      8
      2
      Votes
      8
      Posts
      1457
      Views

      A

      Hi Sadiq, no progress yet, but we will review priorities with engineering. Thanks.

    • J

      Slow Task Document Selection
      General Discussion • • joe_appcoll

      1
      0
      Votes
      1
      Posts
      366
      Views

      No one has replied

    • S

      "Clear own locks" button
      Product Requests • • SadiqA2304

      7
      10
      Votes
      7
      Posts
      1312
      Views

      S

      @joe_appcoll Nice, thanks

    • J

      Billing Code Upgrade (December 2024)
      Billing Module • • joe_appcoll

      1
      2
      Votes
      1
      Posts
      479
      Views

      No one has replied

    • M

      Copy Button for Application Number
      Product Requests • • MichaelVJ9199

      3
      2
      Votes
      3
      Posts
      563
      Views

      gregg_appcoll

      Thanks for the suggestion. We will certainly pass this on to engineering.

    • ChristianS9906

      Priority Date ... why can it be different from filing date?
      Product Requests • • ChristianS9906

      2
      0
      Votes
      2
      Posts
      466
      Views

      gregg_appcoll

      The reason may have been to stop generating a number of tasks when the priority date changes. This allows you to manually edit what you need.

    • ChristianS9906

      New email intake address...further suggestion
      Product Requests • • ChristianS9906

      4
      2
      Votes
      4
      Posts
      770
      Views

      J

      @ChristianS9906 We will be adding a way to access the client's intake address if their account is being synced to.
      There is not currently a notification for when a bad intake address receives an email.
      We will discuss adding this as well.
      Account admins do receive a notification if an email is sent to a valid intake address but the sender is not whitelisted.

    • ChristianS9906

      New email intake address change makes it harder to copy-paste into email
      Product Requests • • ChristianS9906

      9
      3
      Votes
      9
      Posts
      1792
      Views

      GeorgeJ4336

      @ChristianS9906 Whereas AppColl already implemented the change you requested, I'm reluctant to request they change it back. I don't know to what extent others have strong or weak feelings about e-mail addresses with or without aliases (display names). You and I have stated our preference and reasons. It would be interesting to see if anyone else expresses an opinion.

    • GeorgeJ4336

      Put correct "Items through" date in bills
      Billing Module • • GeorgeJ4336

      3
      1
      Votes
      3
      Posts
      711
      Views

      GeorgeJ4336

      @gregg_appcoll Yes, the issue I pointed out occurs on the "Payments Summary" page, which is the first page of my invoice and includes the client's mailing address, so it is the first page the client sees when he opens the invoice. Adding some text to clarify that the "Items through..." date covers payments and retainers (but not billing items) would be helpful. Thanks.
      In addition, it would be nice to have the invoice (perhaps optionally) show the period covered, i.e. the cut-off date.
      George

    • A

      QBProductService field not available to select in Columns on BillingItem page
      Product Requests • • AccountingA3700

      1
      3
      Votes
      1
      Posts
      324
      Views

      No one has replied

    • GeorgeJ4336

      Automatically attach/link a triggering e-mail message to a triggered event/task
      Product Requests • • GeorgeJ4336

      2
      1
      Votes
      2
      Posts
      489
      Views

      A

      Hi George,

      Interesting idea. Thanks for spending the time to clearly lay this out. We'll take a look at it.

    • A

      {Matter.FirstInventorAsFiled}
      Product Requests • • AccountingA3700

      2
      1
      Votes
      2
      Posts
      435
      Views

      gregg_appcoll

      @AccountingA3700

      We have added this as a formal new feature request. We will let you know when this has been added.

    • A

      Alternate form letter field if original field is blank?
      Files Module • • AccountingA3700

      2
      2
      Votes
      2
      Posts
      532
      Views

      gregg_appcoll

      Hi Leslie,

      We're working with engineering to see if this is possible. We will get back to you soon. Thanks.

      AppColl Support
    • A

      Is there a way to have AppColl trigger all the tasks in a workflow at once?
      Tasks Module • • amy_appcoll

      2
      1
      Votes
      2
      Posts
      570
      Views

      gregg_appcoll

      @amy_appcoll

      Yes, there is. You can use triggers for multiple task types that are all the same. So task 1 would trigger when some other action occurs. Task 2 would trigger from the exact same action as task 1 did. Same with tasks 3, 4, etc.

    • N

      Import refs from Patent Center rather than Espacenet
      Prior Art Module • • NicoleA5248

      3
      0
      Votes
      3
      Posts
      1043
      Views

      N

      @gregg_appcoll Thanks. How long does it typically take for an issued patent to be available on espcaenet to grab the references cited?

    • M

      Make Create Form Letters button available within Tasks module view
      Product Requests • form letters • • MelissaT3398

      1
      1
      Votes
      1
      Posts
      328
      Views

      No one has replied

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