Controversial posts made by TarC6989

In the Billing Module, the USPTO fees have already been imported and are maintained by clicking the "Load USPTO Fees" button in the Billing Item Templates section.

It would be amazing if you could also include European Patent and Trademark fee schedules, Madrid Trademark fee schedules (although that might be moot given the calculator they employ... or maybe link to the calculator from AppColl, add the variables, and then import the final results???), PCT fee schedules, and then maybe other countries over time, depending on volume or demand?

TL;DR:

1. Please remove the Client Code from reports, unless it appears as a separate column (should NOT replace the Contact/Client name in reports)
2. Stop using the entire Client/Contact name for O matters, and instead use the Client Code (the only way the Client Code field is really useful, unless someone has a use case?)
3. Stop replacing the Client/Contact name in Template letters with the Client Code

The Client Code field has so much potential... but it's more of a pain than a boon, as it is currently coded. For example, if I use a Client Code for a Contact, then all reports and template letters show the Client Code instead of the Client's/Contact's actual name - and I haven't been able to find a way to fix this. The Client Code makes sense as a separate column in a report, but mostly to make up the matter code (Attorney Ref) for Other (O) matters. Having a super long matter reference for an "O" file (i.e. "ACME Cleaning and Disposal Company Limited-O0001-US") is very impractical. Using a Client Code (i.e. "ACME-O0001-US") is much cleaner and easier to read.

Thanks!