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    Topics created by GeorgeJ4336

    • GeorgeJ4336

      Assignment Center sends Cover Sheet attachments to e-mail messages with incorrect MIME type
      Files Module • • GeorgeJ4336

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      41
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      gregg_appcoll

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

    • GeorgeJ4336

      Put correct "Items through" date in bills
      Billing Module • • GeorgeJ4336

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      625
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      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

    • GeorgeJ4336

      Automatically attach/link a triggering e-mail message to a triggered event/task
      Product Requests • • GeorgeJ4336

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      447
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      A

      Hi George,

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

    • GeorgeJ4336

      Allow user to include tasks and/or e-mail notes in Tandem synch'ed accounts
      Product Requests • • GeorgeJ4336

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      414
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      gregg_appcoll

      @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.

    • GeorgeJ4336

      Support API calls to foreign exchange rate calculator
      Product Requests • • GeorgeJ4336

      2
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      2
      Posts
      596
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      gregg_appcoll

      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

      Text formatting syntax to avoid double period at end of sentence
      Product Requests • • GeorgeJ4336

      2
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      2
      Posts
      431
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      gregg_appcoll

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

    • GeorgeJ4336

      Work-around for character limit on "applicant" field in Terminal Disclaimers
      Product Requests • • GeorgeJ4336

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      Votes
      2
      Posts
      439
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      gregg_appcoll

      @GeorgeJ4336

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

    • GeorgeJ4336

      "Opted-out of UPC" checkbox for EP cases
      Product Requests • • GeorgeJ4336

      2
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      2
      Posts
      481
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      support_appcoll

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

    • GeorgeJ4336

      ADS has two USPTO customer number fields - filled separately by AppColl
      Matters Module • • GeorgeJ4336

      2
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      Votes
      2
      Posts
      570
      Views

      support_appcoll

      Hi George - good information, thanks for posting.

    • GeorgeJ4336

      Don't replace commas with semicolons in e-mail address fields
      Billing Module • • GeorgeJ4336

      3
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      Votes
      3
      Posts
      984
      Views

      gregg_appcoll

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

    • GeorgeJ4336

      Add ability to generate a form letter from an invoice details page
      Product Requests • • GeorgeJ4336

      1
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      273
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      No one has replied

    • GeorgeJ4336

      Allow custom field database query to specify what field(s) populate pull-down list
      Product Requests • • GeorgeJ4336

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      Posts
      454
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      support_appcoll

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

      AppColl Support

    • GeorgeJ4336

      Allow timer to be stopped from other than the matter being timed
      Product Requests • • GeorgeJ4336

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      474
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      gregg_appcoll

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

      Thanks.

      AppColl Support
    • GeorgeJ4336

      Allow attachments to billing items - ex. receipt from foreign associate
      Product Requests • • GeorgeJ4336

      3
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      3
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      639
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      gregg_appcoll

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

      AppColl Support
    • GeorgeJ4336

      Add support for "LastWord" text formatting
      Product Requests • • GeorgeJ4336

      5
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      5
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      843
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      GeorgeJ4336

      @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

    • GeorgeJ4336

      Augment "Attach Document or Form Letter" document chooser so it also lists prior art documents associated to the matter
      Product Requests • • GeorgeJ4336

      2
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      2
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      412
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      support_appcoll

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

      AppColl Support
    • GeorgeJ4336

      Enable client contact record to point to multiple other contact records, ex. GC, billing contact & paralegal
      Product Requests • • GeorgeJ4336

      3
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      561
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      gregg_appcoll

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

    • GeorgeJ4336

      Test PDF documents upon upload to Prior Art module for acceptability by USPTO
      Product Requests • • GeorgeJ4336

      5
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      896
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      GeorgeJ4336

      @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.

    • GeorgeJ4336

      Add calculations, if-then logic, and database queries to template fields
      Product Requests • • GeorgeJ4336

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      697
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      support_appcoll

      Hi George,

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

      AppColl Support
    • GeorgeJ4336

      Syntax for alternate field, when a first field is blank
      Product Requests • • GeorgeJ4336

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      1612
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      GeorgeJ4336

      @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

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