AppColl

Contacts Module

Contacts Module Overview

The Contacts Module stores every entity associated with your AppColl account. This include: clients, inventors, attorneys, foreign associates and any other roles that fits your needs. A list of all contact role...

Manually Adding Contacts

Manually adding contacts to AppColl is accomplished by following these steps: From the Contacts Module click the add button in the upper right corner. A contact details screen for an inventor is shown a...

Adding a New Client or Solo Inventor

Adding a client, or solo inventor, is a simple process of going to the Contacts module, clicking the 'Add' button, selecting a role and populating the contact information. The following definitions provide some...

Changing User Permissions and Restricting Access

Account Administrators can change permissions for any contacts for their account. Please Note: Account admins have access to everything, so their permissions cannot be altered. In order to change a user's perm...

Removing and/or Merging Duplicate Contacts

The features described below are available to account administrators only. Contact merging cannot be undone, so it is important to check all selections carefully before proceeding. Contact merging is useful i...

Enabling and Disabling Logins

Enabling and Disabling logins are fully controlled by an administrator of your account. From the Contacts Module, you can enable/disable a login with the click of a button. Enabling a Login Make sure the p...

Mass Updating Contacts

You can easily update one or more fields for your contacts by exporting the information you want to change, changing the information in Excel and importing the changes back into AppColl. Here are the steps: ...

Contact Aliases

AppColl assists in the management of contact names where multiple different spellings of a name may exist in various matters or documents by providing the Alias field in a contact. This field contains a semi-co...

Where Did All These Inventors Come From?

You may notice a large list of inventor contacts records appearing after your initial set of matters are imported. If your patent matters have been populated with data from Private Pair or EspaceNet, AppColl au...

Searching for Contact Records

The search bar at the top of each page can be used for searching contacts in addition to matters. In fact, the search bar looks for both matters and contacts based on the search term(s) used. For example, searc...