We have added this as a formal feature request. The plan is to add another element to the list like "Form Letters" and "USPTO Forms" called "Recently Used Forms".
Best posts made by support_appcoll
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RE: Set "Favorite" form letters/customize form letter list
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RE: Custom Tasks
Currently, there is not a way to import custom task types. They would have to be created one-by-one within AppColl.
However, we are implementing the ability to import and export tasks type in an XML format. Look for details on this process in the coming months.
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RE: Escape key to cancel
The priority of this request has been elevated. We will let you know when this has been implemented.
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RE: Template Emails with Attachments
This has been added to our project schedule. We will let you know this has been implemented. Thank you.
- AppColl Support
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RE: New field request: Contact.FirstOrNickname
Hi Sadiq,
We will add this as a form field called {Contact.NicknameOrFirst}. We chose Nickname first since that would be the field you would want pulled first.
Richard - the functionality you suggested is excellent and something we may pursue in the future.
We will let you know when this is done.
Thanks.
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RE: What happens if Private Pair goes down?
When Private Pair goes down, matter updates and document scraping from the PTO cannot be completed. However, this does not mean the updates and scrapes won't happen. AppColl continuously tries to update from Pair until it is back up and running.
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RE: Is there a character limit on the matter notes field?
The limit is 4000 characters.
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RE: Option to link Task Owner to Name fields
Hello Russell - We are implementing the following changes, which should be released soon.
When someone bulk updates the attorney for multiple matters they will be presented with a popup to change the underlying tasks to one of the following: attorney, partner, paralegal or contributor. We will let you know when this has been done.
- AppColl Support
Latest posts made by support_appcoll
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RE: Multiple users associated with a task
Hi Brandon, the way to handle this is through the "Affliated..." task filter. Click here. Hopefully this works for you. Thanks.
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RE: "Opted-out of UPC" checkbox for EP cases
Thanks - good idea. We'll pass it on to engineering for review.
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RE: New field: {Matter. InventorFirstNames}
Hi Sadiq,
This new field should be available this week.
Thanks.
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RE: ADS has two USPTO customer number fields - filled separately by AppColl
Hi George - good information, thanks for posting.
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RE: Improved add columns interface
Thanks for the feedback - sounds reasonable. We'll pass it onto engineering.
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RE: Intake Email Fields
One other thing - we have added these fields to our form field explorer (available on the right hand side of many pages) so they are more visible.
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RE: Option to rename "Respond By" field to "Due Date"
Thanks for the input. As this stage it would be very difficult to change the name of a column as all of our users are familiar with the current name. We would need to have a mechanism that allows it to be changed just for your account, which is complex.
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RE: "Documents" tab in Matters module
Definitely makes matter documents more convenient. We'll discuss internally.
Thanks,
AppColl Support
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RE: Allow custom field database query to specify what field(s) populate pull-down list
Thanks for the ideas - very interesting. We'll pass it onto engineering for consideration.
AppColl Support
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RE: Manage Task Types
@SeanW8986 The best approach here (for a single matter) is probably to generate the standard reminder dates and then edit them manually. If you have a subset of matters with this flow (e.g. a specific client) you could setup a new workflow.
Thanks,
AppColl Support