Hello all. You can do this by opening a tab with the Billing Timers Billing dropdown. Then move this as separate window in your browser. So you will have AppColl in one browser window and the Billing Timers in a separate window. We hope this helps.

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@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.

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

We hear you. I added a formal request to expand this out to better accommodate dozens of numbers. We'll let you know when this has been added.

Hi Christian - this is a good suggestion. We have added this as a new feature request. We'll let you know when this is done. Thank you.

We have upped the priority of this. In the meantime, you can add a Fee offset billing item and enter the dollar amount you are discounting. We hope this helps.

Thank you both for the suggestions. We will pass this onto engineering for consideration. We hope this helps.

@gregg_appcoll adding onto the Power of Attorney yes/no. It would be helpful if a POA form could be linked to the actual contact (assignee or inventor)

@gregg_appcoll Thanks, Greg, however I would still find it very helpful to have a syntax for an alternate field, when a first field is blank. As I previously noted, I have several situations where such a syntax would be helpful:

(a) a client-specific USPTO customer number (if the client has one), or the firm's customer number (if the client doesn't have one) (Some of my clients want me to use their customer number, rather than mine. I have templates for responses to Office Actions, etc. that include a customer number in the document headers)

(b) a client-specific USPTO deposit account number (if the client has one), or the firm's deposit account number (if the client doesn't have one). (My template responses include boilerplate language authorizing charges to a deposit account, in case of a missed extension of time.)

(c) actual filing date or official filing date or priority date, depending on what is available. (For example, when calculating due dates for foreign applications.)

Thanks,
George

Hi Kevin, thanks for the feedback. This feature is being worked on and should be available in the future.

Hi Sadiq - thanks for the suggestion. We'll certainly look into this.

Hello Kate and Melissa,

This is a good idea and something we have formally submitted to our engineering team as a new feature. It may take some time, but it will be added. Thanks for your continued feedback.