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

@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

Hi Christian - we have passed this on to enginering for future consideration. We hope this helps.

Hi Megan - can we set up a call to better understand your request? Please email support@appcoll.com and suggest some dates, times and timezone. Thank you.

@gregg_appcoll unfortunately, that doesn't work. In fact, it deletes whatever I added, so that I have only the one prompt from you guys.

@SarahF7557

I second this! As we are building tools via Codex and the like, we are finding it very difficult without direct access (via) API to our docketing system. Appcoll's reports provide us the data we need in many instances, but they are cumbersome to maintain and seem like an unnecessary hurdle. Additionally, it would be nice to be able to automate some actions we take regularly in Appcoll, such as adding comments to tasks, without having to upload a CSV file or log in.

Currently, there is no limit.

Yes, Invention Manager and Prosecution Manager integrate perfectly with one another. Integrating both products gives full view of all IP from start to finish.

It sure is.

Tandem is gaining lots of traction...it's easy to use and free's up the firm from sending reports to their clients

Yes. See below.

https://support.appcoll.com/contacts/change-user-permissions-and-restrict-access

The data is "read only".

That would be cool

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.

There is a diverse set of example testimonials on our website...you'll find them on the main page in the rotating banner and the Testimonial tab....https://www.appcoll.com/products/testimonials/

4b503278-eff1-4619-b1cf-ada400ed5ae2_20210915022432.csv

https://support.appcoll.com/matters/add-custom-user-defined-fields-to-matters

You can add custom fields in the matters module - up to 16 string fields and 4 date fields - to store information associated with a matter that is unique to your account. These custom fields appear in matter detail pages around the middle of the page.

When setup, these fields have identical functionality to the built-in fields. They can be added as columns to the main matters page and used in filters. They can also be imported and exported via CSV spreadsheets.

This can be done by reaching out to AppColl support.

The limit is 4000 characters.

For most item details pages, there is a "Show History" link in the upper right corner. Clicking the link opens a vertical pane on the right side of the screen showing all the history for that specific item.

https://support.appcoll.com/general-information/show-item-activity-history?from_search=86960832