@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
