Topics created by GeorgeJ4336

Hi George, thanks for reporting. This issue should be resolved soon.

@gregg_appcoll Yes, the issue I pointed out occurs on the "Payments Summary" page, which is the first page of my invoice and includes the client's mailing address, so it is the first page the client sees when he opens the invoice. Adding some text to clarify that the "Items through..." date covers payments and retainers (but not billing items) would be helpful. Thanks.
In addition, it would be nice to have the invoice (perhaps optionally) show the period covered, i.e. the cut-off date.
George

Hi George,

Interesting idea. Thanks for spending the time to clearly lay this out. We'll take a look at it.

@GeorgeJ4336

You should be able to sync tasks without issue. When you look into the Sync settings, there will be an option to enable these, along with the ability to choose which fields you wish to copy over.

Also, you should be able to sync email notes as of Friday. Please let us know if you need further assistance.

Hi George,

Thanks for the feedback. Adding the ability to calculate foreign exchange rates is a great idea. We will pass this on to engineering for their consideration.

@GeorgeJ4336 thank you for the suggestion. We will certainly pass this on the engineering.

@GeorgeJ4336

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

Thanks - good idea. We'll pass it on to engineering for review.

Hi George - good information, thanks for posting.

Thank you for pointing this out George. We will get this taken care of and let you know when done.

Thanks for the ideas - very interesting. We'll pass it onto engineering for consideration.

AppColl Support

Hi George, we understand what you're saying and will look into it.

Thanks.

Thank you for the input. These are good ideas. We will pass this onto engineering for consideration.

@gregg_appcoll Perfect! Thanks.

I can now automatically address e-mail correspondence to examiners, such as to request interviews. In the "To" field, I put:

{Matter.Examiner} <{Matter.Examiner(FirstWord)}.{Matter.Examiner(LastWord ToTitleCase)}@USPTO.gov>

and in the salutation, I put:

Dear Examiner {Matter.Examiner(LastWord ToTitleCase)}:

-George

Hi George - thank you for the suggestion. We will pass this on to our engineering group for consideration. We hope this helps.

Hi George - we will contact you directly to discuss this further.

@jonah-soundhound-com I use Patent Center. I haven't used EFS-Web for months. The missing fonts issue I mentioned above relates to Patent Center. I did not try uploading the IDS via EFS-Web. I agree, it does not make sense to spend engineering effort to help with problems in a system that is planned for deprecation. However, Patent Center is not planned for deprecation.

Hi George,

This is a great idea. We will explore this idea. Keep the suggestions coming.

@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