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公开(公告)号：US11003654B2
公开(公告)日：2021-05-11
申请号：US16137193
申请日：2018-09-20
申请人： AppExtremes, LLC
发明人： Doug Rybacki , Natasha Reid , Amy J. Reams
IPC分类号： G06F16/23 , G06F3/0482 , G06F3/0484 , G06F16/27 , G06F16/28 , G06F40/279
摘要： Systems and methods for requesting, tracking and reporting modifications to a record are the subject of the present disclosure. In one embodiment, the record is associated with a customer-relationship management or CRM system. According to varying embodiments, the system and method may be implemented through the use of one or more modules and may permit one of several actions to be taken with respect to a record.
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公开(公告)号：US11182549B2
公开(公告)日：2021-11-23
申请号：US15826026
申请日：2017-11-29
申请人： AppExtremes, LLC
IPC分类号： G06F40/197 , G06F40/194 , G06F40/205 , G06F40/279
摘要： Systems for identifying, tagging, modifying and reconciling information contained in a document are the subjects of the present disclosure. In one embodiment, the document may be linked to one or more source data formats, which are maintained as the document is modified by one or more users over time. The modifications are tracked and associated source data is updated to reflect those modifications. Clauses, terms and conditions may be revised and templates created based on revisions, and accessed by a user for subsequent use. Methods for selecting, modifying, reconciling and tracking a document, as well as presenting suggestions for a document are also disclosed.
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3.发明申请公开(公告)号：US20200250622A1
公开(公告)日：2020-08-06
申请号：US16733963
申请日：2020-01-03
摘要： Systems for assigning, monitoring, managing and completing tasks and other activities through a customer-relationship management or other data repository are disclosed in the present application. A variety of novel user interfaces and graphical overlays are also disclosed and within the scope of the present disclosure. Methods for assigning, monitoring, managing and completing tasks are also disclosed.
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公开(公告)号：US11636431B2
公开(公告)日：2023-04-25
申请号：US16733963
申请日：2020-01-03
申请人： AppExtremes, LLC
摘要： Systems for assigning, monitoring, managing and completing tasks and other activities through a customer-relationship management or other data repository are disclosed in the present application. A variety of novel user interfaces and graphical overlays are also disclosed and within the scope of the present disclosure. Methods for assigning, monitoring, managing and completing tasks are also disclosed.
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公开(公告)号：US20190087449A1
公开(公告)日：2019-03-21
申请号：US16137193
申请日：2018-09-20
发明人： Doug Rybacki , Natasha Reid , Amy J. Reams
IPC分类号： G06F17/30 , G06F3/0482 , G06F3/0484
摘要： Systems and methods for requesting, tracking and reporting modifications to a record are the subject of the present disclosure. In one embodiment, the record is associated with a customer-relationship management or CRM system. According to varying embodiments, the system and method may be implemented through the use of one or more modules and may permit one of several actions to be taken with respect to a record.
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公开(公告)号：US20180253409A1
公开(公告)日：2018-09-06
申请号：US15826026
申请日：2017-11-29
申请人： AppExtremes, LLC
发明人： Bailey L. Carlson , Christian J. King , Natasha Roloff , Doug Paul Rybacki , Jordan D. Pesusich
CPC分类号： G06F17/2288 , G06F17/2211 , G06F17/2705 , G06F17/2765
摘要： Systems for identifying, tagging, modifying and reconciling information contained in a document are the subjects of the present disclosure. In one embodiment, the document may be linked to one or more source data formats, which are maintained as the document is modified by one or more users over time. The modifications are tracked and associated source data is updated to reflect those modifications. Clauses, terms and conditions may be revised and templates created based on revisions, and accessed by a user for subsequent use. Methods for selecting, modifying, reconciling and tracking a document, as well as presenting suggestions for a document are also disclosed.
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