AUTOMATICALLY CREATING DATA HIERARCHY IN CRM APPLICATIONS BASED ON IMPORTED CONTACT DATA
    1.
    发明申请
    AUTOMATICALLY CREATING DATA HIERARCHY IN CRM APPLICATIONS BASED ON IMPORTED CONTACT DATA 有权
    根据进口联系人数据自动创建CRM应用中的数据分层

    公开(公告)号:US20120102036A1

    公开(公告)日:2012-04-26

    申请号:US12908530

    申请日:2010-10-20

    IPC分类号: G06F17/30

    CPC分类号: G06Q30/01

    摘要: An automated contact import module enables users to select groups of contacts to import from an email, contact management, scheduling (ECS) application based on viewing contacts by category, organization, email domain, and similar attributes. Contacts in selected groups are imported to a CRM application with automatic data mapping. Communication history may be part of the import process by searching previously indexed emails, appointments, and comparable data associated with the selected contacts effectively creating a data hierarchy at the CRM application.

    摘要翻译: 自动化联系人导入模块使用户能够根据按类别,组织,电子邮件域和类似属性查看联系人,从电子邮件,联系人管理,计划(ECS)应用程序中选择要导入的联系人组。 所选组中的联系人将导入到具有自动数据映射的CRM应用程序中。 通过搜索以前索引的电子邮件,约会和与所选联系人相关的可比数据,通信历史可能是导入过程的一部分,有效地在CRM应用程序上创建数据层次结构。

    INTER-APPLICATION OBJECT AND RECORD ACTIONS
    3.
    发明申请
    INTER-APPLICATION OBJECT AND RECORD ACTIONS 审中-公开
    应用对象和记录操作

    公开(公告)号:US20130073330A1

    公开(公告)日:2013-03-21

    申请号:US13239366

    申请日:2011-09-21

    IPC分类号: G06Q10/00

    CPC分类号: G06Q10/00

    摘要: Architecture that facilitates support for similar user interface (UI) models and user experience of independent applications. A data mapping component is provided that maps a user record of a business-centric application to a business object of the business-centric application. When employed in combination with another independent application, such as a personal information manager (PIM), a PIM component exposes the business object via a PIM user interface in a personalized way that enables user interaction with the business object to apply PIM actions to the business object. The mapping component can be a join table between the user record and the business object that enables the setting of PIM settings and user interface actions into the business product. Additionally, a communications infrastructure is provided where the PIM client UI communicates to the data-based server system in the business environment and persists PIM-specific settings to the business object.

    摘要翻译: 支持类似用户界面(UI)模型和独立应用程序的用户体验的架构。 提供了一个数据映射组件,它将以业务为中心的应用程序的用户记录映射到以业务为中心的应用程序的业务对象。 当与另一独立应用程序(如个人信息管理器(PIM))组合使用时,PIM组件以个性化的方式通过PIM用户界面公开业务对象,使用户能够与业务对象进行交互以对业务应用PIM动作 目的。 映射组件可以是用户记录和业务对象之间的连接表,可以将PIM设置和用户界面操作设置到业务产品中。 另外,提供通信基础设施,其中PIM客户端UI在业务环境中与基于数据的服务器系统通信,并且将业务对象的PIM特定设置保持不变。

    Automatically creating data hierarchy in CRM applications based on imported contact data
    5.
    发明授权
    Automatically creating data hierarchy in CRM applications based on imported contact data 有权
    根据导入的联系人数据在CRM应用程序中自动创建数据层次结构

    公开(公告)号:US08332440B2

    公开(公告)日:2012-12-11

    申请号:US12908530

    申请日:2010-10-20

    IPC分类号: G06F17/30

    CPC分类号: G06Q30/01

    摘要: An automated contact import module enables users to select groups of contacts to import from an email, contact management, scheduling (ECS) application based on viewing contacts by category, organization, email domain, and similar attributes. Contacts in selected groups are imported to a CRM application with automatic data mapping. Communication history may be part of the import process by searching previously indexed emails, appointments, and comparable data associated with the selected contacts effectively creating a data hierarchy at the CRM application.

    摘要翻译: 自动化联系人导入模块使用户能够根据按类别,组织,电子邮件域和类似属性查看联系人,从电子邮件,联系人管理,计划(ECS)应用程序中选择要导入的联系人组。 所选组中的联系人将导入到具有自动数据映射的CRM应用程序中。 通过搜索以前索引的电子邮件,约会和与所选联系人相关的可比数据,通信历史可能是导入过程的一部分,有效地在CRM应用程序上创建数据层次结构。