TABLE OF CONTENTS
- View the Correspondence Contacts on a case
- Applicant, Inventor and Licensees
- Client, Associate and Otherside
- Standard Correspondence
- Correspondence Management
View the Correspondence Contacts on a case
To view the Correspondence Contacts on a case:
Open the case you want to view the contacts for
Click the Contacts tab
Applicant, Inventor and Licensees
Client, Associate and Otherside
The Client, Associate and Otherside sections will display contacts differently depending on whether your Equinox account uses the Correspondence Management functionality.
Standard Correspondence
If Correspondence Management is not enabled within your Equinox account, all People at the Organisations linked to the case will be listed.
You can restrict the list of People to view a single 'Key Contact' if needed.
Correspondence Management
If Correspondence Management is enabled within your Equinox account People will only be visible on the Contacts tab of a case if they are set up as Correspondence Contacts.
Please see our Correspondence Management article for more information on this functionality.
Correspondence Contacts are listed in four categories:
- Correspondence
- Billing Correspondence
- Renewal Correspondence
- Renewal Billing
