Remote access to tracking system contact information
    1.
    发明授权
    Remote access to tracking system contact information 有权
    远程访问跟踪系统联系信息

    公开(公告)号:US09230006B2

    公开(公告)日:2016-01-05

    申请号:US12894767

    申请日:2010-09-30

    IPC分类号: G06F17/30

    摘要: In the context of tracking systems, it is difficult to ensure that an organization has a complete, accurate database of contacts stored in its tracking system. When tracking systems users are required to manage exporting and importing of contacts from their desktop mail clients and handheld devices, it is almost certain that contact information will not be kept up-to-date and that confidence in the accuracy of the contact information will not be high. By enabling a remote directory access portal in the tracking system, all users can be assured that they have available the latest contact information for the organizations' contacts. In addition to providing directory access, the tracking system can authenticate users and, based on the users' entitlements, authorize users' access to specific contacts.

    摘要翻译: 在跟踪系统的上下文中,难以确保组织具有存储在其跟踪系统中的完整,准确的联系人数据库。 当跟踪系统时,用户需要管理从桌面邮件客户端和手持设备导出和导入联系人,几乎可以肯定,联系信息不会保持最新,并且对联系信息的准确性的信心不会 要高 通过在跟踪系统中启用远程目录访问门户,所有用户都可以放心,他们可以获得组织联系人的最新联系信息。 除了提供目录访问之外,跟踪系统还可以对用户进行身份验证,并根据用户的权利授权用户访问特定的联系人。

    Automatic tracking of contact interactions
    3.
    发明授权
    Automatic tracking of contact interactions 有权
    自动跟踪接触相互作用

    公开(公告)号:US09189770B2

    公开(公告)日:2015-11-17

    申请号:US12883229

    申请日:2010-09-16

    IPC分类号: G06F15/16 G06Q10/10

    摘要: In the context of recruitment and sales, it is difficult to ensure that there is a consistent level of activity tracking that occurs in a Customer Relationship Management or Applicant Tracking System (CRM/ATS, tracking application, or tracking system) from one user (e.g., recruiter or sales representative) to another within a single firm. This is due in large part to the manual and time consuming mechanics of logging the activity. Example embodiments of the present invention include a mail server component that automatically logs such activity. The system determines who the email is being sent to and from, as well as whether the email contains calendar event (e.g., appointment) information. The system then searches a database to determine if the recipients of the email message are contacts in the tracking application. If a match is found, the message is automatically added to the contacts activity record as either an inbound email, outbound email, or appointment. Activity tracking is, thus, consistently maintained among all users, ensuring a higher quality of activity-based metrics.

    摘要翻译: 在招聘和销售方面,难以确保在一个用户(例如,客户关系管理或应用程序跟踪系统)中的客户关系管理或申请人跟踪系统(CRM / ATS,跟踪应用程序或跟踪系统)中存在一致的活动跟踪级别 ,招聘人员或销售代表)到另一家公司内。 这在很大程度上归因于手动和耗时的记录活动的力量。 本发明的示例实施例包括自动记录此类活动的邮件服务器组件。 该系统确定哪些电子邮件正在发送到和从哪些,以及该电子邮件是否包含日历事件(例如约会)信息。 系统然后搜索数据库以确定电子邮件的收件人是否是跟踪应用程序中的联系人。 如果找到匹配项,该邮件将自动添加到联系人活动记录中作为入站电子邮件,出站电子邮件或约会。 因此,在所有用户中始终保持活动跟踪,确保更高质量的基于活动的度量。