@gregg_appcoll said in Additional Date and Text Fields on Task Level:

@KimG5166 this is on our list of future projects. We will make an announcement when this has been added. We hope this helps.

Any update on this @gregg_appcoll?

Hi Christian,

Good input - thank you. We will be releasing improvements to the way billing codes are handled later this year. The idea of descriptions based on billing code is interesting and we'll look into it.

Thanks.

Thanks for the suggestion, we will pass it along to the engineering team for consideration.

@RichardS3059 thank you! I like your second suggestion a lot, because for me this is always a client-specific issue. I am going to try that. Thanks again!

Hi Christian,

This is a good idea. We've passed it onto engineering for a future update.

@AlexandreP4784 Thank you for the input. We will pass this on to engineering for their consideration.

@AlexandreP4784 While this is not a standard status, we can certainly add it to your account. Please send an email to support@appcoll.com for this request.

@KozueL5421 We are working on fully integrating with EspaceNet which will speed things up and populate the requisite data. This is likely to happen by end of week. We hope this helps.

@RichardS3059 Hi Richard,
I 100% agree with you but, as you said, AppColl is 100% customizable on that matter, so we have created all the EPO-related tasks ourselves.
We looked at how the native tasks were set up in AppColl (usually a event triggering a task, with notifications associated) and replicated the process.
It was a bit of work, especially since we wanted to do it in the most efficient way, but it's working well.
Our patent workload is not massive (we're inhouse) so we create a new type of task each time we receive new type of communication from the EPO.

@BrandonK6644 Thanks for the input, we will pass this on to our engineering group for future consideration.

@MelissaT3398 Currently we don't have a way to show a created date field that allows for showing a table of contacts and their dates. The only way to do with would be through the transaction history. Search for "added contact" and the name and look at the transaction date.

@gregg_appcoll Ah, thanks for clarifying. Might be worth including some parenthetical text below the "Empty Trash" button to indicate that it has this capability.

Looking forward to using it!

Best,
Christian

Hi Melissa - this is a good idea and something we will pass on to engineering. Keep the ideas coming.

@RichardS3059 thanks for the input. We will pass this on to engineering. Keep the ideas coming.

@GeorgeJ4336

Thank you for bringing this to our attention. We will pass this on to engineering for an update.

@MelissaT3398

Hi Melissa,

We added the ability to use the AttorneyRef as part of the email address for sending correspondence into a matter.

@Timothy Several people requested that syntax be added to enable conditional selection of field contents, such as when a first field is null. See the thread at https://forum.appcoll.com/topic/201/syntax-for-alternate-field-when-a-first-field-is-blank. I, for one, still would like to see such syntax added. For one thing, it would alleviate the need for one-off special fields, such as {Matter.ClientContact.NicknameOrFirst}, in that we users could program our own such fields.

Also see this thread (https://forum.appcoll.com/topic/204/add-calculations-if-then-logic-and-database-queries-to-template-fields?_=1704255780781) on a related topic.

@JasonP2345 Currently, this is not available. However, we are working on a new interface that would allow such a trigger. It's still a number of months out. We will keep you posted. Thanks for the suggestion.

@ChristianS2558 Thank you for your input. We will pass this on to engineering.