The Applicant, Inventor and Licensee Contacts menu list all the contacts currently added within this section of your Address Book.
It is possible to add new contacts by clicking the ‘Add Contact’ button in the top left of the page.
Search Options
Contacts Overview Table
The following columns of information display an overview of existing contacts in the Address Book.
Column | Description |
Name | The name of the contact used for internal reference within Equinox. |
Formal Name | The official name of the contact as it appears on official registers. |
Type | This indicates the category of the contact. It possible for a contact to fall into more than one category. E.g. Applicant and Inventor. |
Address | This indicates if an address has been recorded for the contact. |
Client Links | This displays a list of the clients the contact is linked to as a Statutory Contact. The number on the far right indicates the number of linked clients. Click this number to expand the column and see a full list of the linked clients. |
Search Filters
The fields and drop down lists across the top of each column can be used to filter the contacts that are displayed.
When filtering by Type the following options are available:
Option | Description |
All Applicants | View a list of any contacts that are Applicants. |
All Inventors | View a list of any contacts that are Inventors. |
Applicant-Inventor | View a list of contacts that are both Applicants and Inventors. |
Applicants | View a list of contacts that are only Applicants. |
Inventors | View a list of contacts that are only Inventors. |
Licensee | View a list of any contacts that are Licensees. |
Click ‘Filter’ to return any contacts that match the information entered. Click ‘Clear Filter’ to display all contacts again.
Display Options
The ‘Items per page’ drop down enables users to select the maximum number of results displayed per page. Click ‘Next’ or ‘Prev’ at the bottom of the page to view any contacts on subsequent or previous pages.
Left Hand Menu
The options in the left hand menu are outlined in the table below:
Option | Description |
Export to Reports | This option enables users to download the table of Client, Associate and Other Side contacts in PDF, Excel or CSV format.
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