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.

公开(公告)号：US20190087449A1

公开(公告)日：2019-03-21

申请号：US16137193

申请日：2018-09-20

申请人： AppExtremes, LLC, d/b/a Conga

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.