Topics created by GeorgeJ4336

@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.

Hi George,

Thank you for your suggestion. We will pass this on to engineering for future consideration.

Hi George,

If you are looking for automated email templates with this feature, there is a workaround that you can use to get to a similar end result. Create a transient task for each desired "flavor" of email that you want to send out and use whatever triggers you want to control under what conditions each transient task fires. Each transient task can have its own notifications set up, so you could have two different transient tasks that trigger when a Pay Issue Fee task dockets--one for small entity and one for large entity (bonus--you can include language in the small entity version reminding the client to inform you if they are no longer small entity).

But that only works if you are automatically sending these emails out, so maybe not a good fit for what you are wanting to do.