Patent application number | Description | Published |
20110313805 | CUSTOMIZABLE USER INTERFACE INCLUDING CONTACT AND BUSINESS MANAGEMENT FEATURES - Embodiments provide aspects of a workspace interface that includes a number of customizable business role workspaces, but are not so limited. In an embodiment, a computer-implemented method provides a number of role-specific workspaces as part of an integrated business development application, each role-specific workspace including role-specific ribbon tools, gadgets, and/or tabs tailored to address particular aspects of a business or business role. In one embodiment, a number of customizable role-specific workspaces are combined with personal information management features as part of providing an integrated business management solution. Other embodiments are included and available. | 12-22-2011 |
20110314266 | ON-DEMAND DATABASE SERVER STARTUP AND SHUTDOWN - A database startup service is launched at the boot time of a computer that is configured to receive requests to start the execution of a database server. A business application plug-in is then started in a minimal functionality mode of operation. The plug-in determines whether an action has been performed that requires access to a database. If access to the database is needed, the plug-in transmits a request to the database startup service to start the database service. Once the database server has been started, the plug-in transitions to a full functionality mode of operation where all of the functionality provided by the plug-in is enabled. The plug-in might also determine that access to the database is no longer needed. In response thereto, the plug-in may transmit a request to the database startup service to terminate the execution of the database server. | 12-22-2011 |
20120084340 | COLLECTING AND PRESENTING INFORMATION - Concepts and technologies are described herein for collecting and displaying information. A client device executes one or more application programs for providing operations with respect to entity-related data that relates to one or more entities. The application programs analyze the entity-related data to identify one or more entities associated with the entity-related data and transmit entity information relating to the entities to a server or database. Information relating to the entity is retrieved from the server or database and is presented to a user of the client device. | 04-05-2012 |
20120150547 | INTEGRATION OF CRM APPLICATIONS TO ECS APPLICATION USER INTERFACE - CRM application controls and functionality for multiple CRM applications/instances are integrated with an ECS application user interface by designating a single CRM application/instance as primary and providing synchronization and rich client control capabilities. Other CRM applications/instances are set up as secondary within the ECS user interface employing a single CRM connection module and a single state manager. Accessing a secondary CRM application/instance activates relevant controls applicable to that CRM application/instance without a user having to logout and login to the ECS client. | 06-14-2012 |
20130241852 | USE OF TOUCH AND GESTURES RELATED TO TASKS AND BUSINESS WORKFLOW - A business data system generates a user interface display showing a business data record. The business data system receives a touch gesture user input to manipulate the business data record to perform an operation, a task or a workflow within the business data system. The business data system performs the operation, task or workflow based on the touch gesture user input. | 09-19-2013 |
20130241951 | MULTIMODAL LAYOUT AND RENDERING - A layout transformation system accesses application metadata that defines a plurality of different structures for displaying components of the application, based upon the particular modality of the display device. The layout transformation system then transforms a user interface display based on the application metadata and based upon the particular modality, and provides the user interface display to the display device for rendering and user interaction. | 09-19-2013 |
20130246111 | USE OF TOUCH AND GESTURES RELATED TO TASKS AND BUSINESS WORKFLOW - A business data system generates a user interface display showing a business data record. The business data system receives a touch gesture user input to manipulate the business data record to perform an operation, a task or a workflow within the business data system. The business data system performs the operation, task or workflow based on the touch gesture user input. | 09-19-2013 |
20130246913 | USE OF TOUCH AND GESTURES RELATED TO TASKS AND BUSINESS WORKFLOW - A business data system generates a user interface display showing a business data record. The business data system receives a touch gesture user input to manipulate the business data record to perform an operation, a task or a workflow within the business data system. The business data system performs the operation, task or workflow based on the touch gesture user input. | 09-19-2013 |
20130246930 | TOUCH GESTURES RELATED TO INTERACTION WITH CONTACTS IN A BUSINESS DATA SYSTEM - A business data system generates a user interface display showing a business data record. The business data system receives a touch gesture user input manipulating a contact within the business data system. The business data system manipulates the contact based on the touch gesture user input. | 09-19-2013 |
20140059498 | USER INTERFACE DISPLAY OF ANCHOR TILES FOR RELATED ENTITIES - A display is generated for displaying entities that are related to a selected entity. The display includes one or more tiles, each tile displaying a representation of a selected entity and associated entities, within that single tile. | 02-27-2014 |
20140081938 | BIDIRECTIONAL SYNCHRONIZATION OF COMMUNICATIONS AND CRM APPLICATIONS - Synchronization between Communications and Scheduling (CS) service and customer relationship management (CRM) applications is facilitated through a synchronization module on the CS service side using Extensible Markup Language (XML) formatted storage for keeping track of synchronization states. The CRM server version of an item is compared with the XML formatted storage to detect changes and the same performed for the CS service item. The updates are stored in a CS service item or transmitted to the CRM application for application to a corresponding CRM item. Last updated item is selected in case of a conflict. | 03-20-2014 |
20140376712 | ENHANCING COMMUNICATION SESSIONS WITH CUSTOMER RELATIONSHIP MANAGEMENT INFORMATION - Communication sessions are enhanced with customer relationship management (CRM) information. A unified communication (UC) client application retrieves contextual information associated with a contact through a CRM extension from a CRM application. Opportunities associated with the contact are presented from the contextual information. Contacts associated with a selected opportunity are organized by stakeholder and team member categories and presented through the UC client application. Documents associated with the opportunity are also displayed by the UC client application. Any alterations to the contextual information through one of the presentation views including contact, opportunity, people, and documents are transmitted back to the CRM application through the CRM extension for storage. | 12-25-2014 |
20140380139 | EMBEDDED EXPERIENCE THROUGH BIDIRECTIONAL INTEGRATION OF CRM APPLICATIONS AND SPREADSHEET APPLICATIONS - Technologies are generally provided for providing an embedded experience through integrating a spreadsheet application with a customer relationship management (CRM) application to enable bi-directional functionality such that access to at least some of the functionality and data of the CRM application may be provided through the spreadsheet application, and spreadsheet application functionality for manipulating CRM application data may be provided within the CRM application. A spreadsheet application may be opened within the CRM application and columns and fields may be customized, columns may be sorted, new columns and fields may be created, data may be changed, and calculations may be performed automatically employing native spreadsheet capabilities to analyze CRM data. Similarly, an external spreadsheet application may be automatically populated with synchronized CRM data, and data manipulated in the spreadsheet application may be continuously updated at the CRM application. | 12-25-2014 |
20140380190 | INTEGRATING CUSTOMER RELATIONSHIP MANAGEMENT INFORMATION TO COMMUNICATION SESSIONS - Customer relationship management (CRM) information is integrated with communication sessions. A unified communication (UC) client application initiates a call with a contact in response to a request by a CRM application presenting an opportunity associated with the contact. The UC application receives contextual information and documents associated with the opportunity. The contextual information includes attributes and relationship information associated with the opportunity and the contact. Contacts associated with the opportunity is displayed within a user interface (UI) such as a people view. The application provides controls to manage contextual information of the contacts associated with the opportunity. Documents associated with the opportunity are also presented within another UI such as a documents view. | 12-25-2014 |
20150026075 | CONTROL OF CRM DATA BASED ON SPREADSHEET ACTIONS - Technologies are generally provided for controlling customer relationship management (CRM) data through actions in a spreadsheet application. A spreadsheet application may be configured to enable CRM data to be imported from a CRM application and to enable the CRM data to be manipulated employing native spreadsheet capabilities. A CRM application pane may be displayed within the spreadsheet application to enable data to be selected to be imported into the spreadsheet application. The CRM application pane may also display additional CRM information related to selected content displayed within the spreadsheet application. The CRM application pane may further enable collaborative functionalities such as communication with other users associated with the CRM application, taking notes and scheduling tasks, as some examples. Data changes made within the spreadsheet application may be saved and exported back to the CRM application. | 01-22-2015 |