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1. 发明授权

US08332440B2 Automatically creating data hierarchy in CRM applications based on imported contact data 有权
标题翻译：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
申请人： Wayne Parker, III , Craig Austin , Nick Thomson , Praveen Upadhyay , Ian Legler
发明人： Wayne Parker, III , Craig Austin , Nick Thomson , Praveen Upadhyay , Ian Legler
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。

2. 发明申请

US20120102036A1 AUTOMATICALLY CREATING DATA HIERARCHY IN CRM APPLICATIONS BASED ON IMPORTED CONTACT DATA 有权
标题翻译：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
申请人： Wayne Parker, III , Craig Austin , Nick Thomson , Praveen Upadhyay , Ian Legler
发明人： Wayne Parker, III , Craig Austin , Nick Thomson , Praveen Upadhyay , Ian Legler
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。

3. 发明申请

US20140081938A1 BIDIRECTIONAL SYNCHRONIZATION OF COMMUNICATIONS AND CRM APPLICATIONS 审中-公开
标题翻译：通信和CRM应用的双向同步
公开(公告)号：US20140081938A1
公开(公告)日：2014-03-20
申请号：US13619052
申请日：2012-09-14
申请人： Wayne Parker, III , Navin Thadani , Tong Gao , Ron Mondri , Indrojit Deb , Praveen Upadhyay , Ian Legler
发明人： Wayne Parker, III , Navin Thadani , Tong Gao , Ron Mondri , Indrojit Deb , Praveen Upadhyay , Ian Legler
IPC分类号： G06F7/00
CPC分类号： G06F16/252
摘要： 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.
摘要翻译：通过使用可扩展标记语言（XML）格式的存储来跟踪同步状态，通过CS服务端的同步模块来促进通信和调度（CS）服务和客户关系管理（CRM）应用程序之间的同步。将项目的CRM服务器版本与XML格式化的存储进行比较，以检测对CS服务项目所做的更改和相同操作。这些更新存储在CS服务项目中，或者发送到CRM应用程序以应用于相应的CRM项目。在发生冲突时选择最后更新的项目。

4. 发明授权

US08533258B2 Bidirectional synchronization with CRM applications 有权
标题翻译：与CRM应用程序的双向同步
公开(公告)号：US08533258B2
公开(公告)日：2013-09-10
申请号：US12908493
申请日：2010-10-20
申请人： Wayne Parker, III , Navin Thadani , Tong Gao , Indrojit Deb , Praveen Upadhyay , Ian Legler
发明人： Wayne Parker, III , Navin Thadani , Tong Gao , Indrojit Deb , Praveen Upadhyay , Ian Legler
IPC分类号： G06F15/16 , G06F7/00
CPC分类号： G06Q30/01
摘要： Synchronization between email, contact management, scheduling (ECS) and customer relationship management (CRM) applications is facilitated through a synchronization module on the ECS side using an Extensible Markup Language (XML) file for keeping track of synchronization states. The CRM server version of an item is compared with the XML file to detect changes and the same performed for the ECS item. The changes are then pushed to the corresponding item for the columns that have changed. Last updated item is selected in case of a conflict.
摘要翻译：通过ECS侧的同步模块，使用可扩展标记语言（XML）文件来跟踪同步状态，便于电子邮件，联系人管理，调度（ECS）和客户关系管理（CRM）应用程序之间的同步。将项目的CRM服务器版本与XML文件进行比较以检测更改，并对ECS项执行相同的更改。然后将更改推送到已更改的列的相应项目。在发生冲突时选择最后更新的项目。

5. 发明申请

US20120102232A1 BIDIRECTIONAL SYNCHRONIZATION WITH CRM APPLICATIONS 有权
标题翻译： CRM应用程序的双向同步
公开(公告)号：US20120102232A1
公开(公告)日：2012-04-26
申请号：US12908493
申请日：2010-10-20
申请人： Wayne Parker, III , Navin Thadani , Tong Gao , Indrojit Deb , Praveen Upadhyay , Ian Legler
发明人： Wayne Parker, III , Navin Thadani , Tong Gao , Indrojit Deb , Praveen Upadhyay , Ian Legler
IPC分类号： G06F15/16
CPC分类号： G06Q30/01
摘要： Synchronization between email, contact management, scheduling (ECS) and customer relationship management (CRM) applications is facilitated through a synchronization module on the ECS side using an Extensible Markup Language (XML) file for keeping track of synchronization states. The CRM server version of an item is compared with the XML file to detect changes and the same performed for the ECS item. The changes are then pushed to the corresponding item for the columns that have changed. Last updated item is selected in case of a conflict.
摘要翻译：通过ECS侧的同步模块，使用可扩展标记语言（XML）文件来跟踪同步状态，便于电子邮件，联系人管理，调度（ECS）和客户关系管理（CRM）应用程序之间的同步。将项目的CRM服务器版本与XML文件进行比较以检测更改，并对ECS项执行相同的更改。然后将更改推送到已更改的列的相应项目。在发生冲突时选择最后更新的项目。

6. 发明申请

US20130073330A1 INTER-APPLICATION OBJECT AND RECORD ACTIONS 审中-公开
标题翻译：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
申请人： Michael J. McCormack , Wayne C. Parker, III , Dmitri Davydok , Navin Thadani , Nick Thomson , David Shutt , Ian Legler
发明人： Michael J. McCormack , Wayne C. Parker, III , Dmitri Davydok , Navin Thadani , Nick Thomson , David Shutt , Ian Legler
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。

7. 发明申请

US20060161836A1 Method and apparatus for form automatic layout 有权
公开(公告)号：US20060161836A1
公开(公告)日：2006-07-20
申请号：US11035666
申请日：2005-01-14
申请人： Nicholas Thomson , Dmitri Davydok , Anthony Lee , Ian Legler
发明人： Nicholas Thomson , Dmitri Davydok , Anthony Lee , Ian Legler
IPC分类号： G06F17/24 , G06F17/21
CPC分类号： G06F17/243 , G06F9/454 , G06F17/289
摘要： A method and apparatus are provided for determining the layout of a form automatically to accommodate text in the form. Under the method and apparatus, a set of parameters define the sizing and alignment of elements of the form. Sizing and positioning instructions that are separate from the sizing and alignment parameters set the sizing and positioning of elements of the form based on the sizing and alignment parameters. The instructions determine the minimum size for the form, based in part on text in the form. The difference between the minimum size for the form and a desired size for the form is then distributed across the form to size and position the elements in the form.

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