Program interface for a business management application and an accounting application
    1.
    发明授权
    Program interface for a business management application and an accounting application 有权
    业务管理应用程序和会计应用程序的程序界面

    公开(公告)号:US08595093B2

    公开(公告)日:2013-11-26

    申请号:US10988938

    申请日:2004-11-15

    IPC分类号: G07B17/00 G07F19/00

    CPC分类号: G06Q40/00 G06Q40/02 G06Q40/12

    摘要: A program interface which provides access from a business management application to an accounting application to share account information. As described in illustrative embodiments, the system includes an interface module to instantiate and invoke an interface from the business management application to generate an accounting record from an opportunity or prospect record in the business management application. Thus, the accounting record is generated through the interface from the business management application to eliminate the need for duplicate data entry in the accounting application.

    摘要翻译: 一种程序界面,提供从业务管理应用程序到会计应用程序的访问,以共享帐户信息。 如说明性实施例中所述,该系统包括界面模块,用于实例化和调用来自业务管理应用程序的接口,以从业务管理应用程序中的机会或潜在客户记录生成会计记录。 因此,会计记录是通过业务管理应用程序的接口生成的,以消除会计应用程序中重复数据输入的需要。

    COLLECTING AND PRESENTING INFORMATION
    2.
    发明申请
    COLLECTING AND PRESENTING INFORMATION 有权
    收集和呈现信息

    公开(公告)号:US20120084340A1

    公开(公告)日:2012-04-05

    申请号:US12894186

    申请日:2010-09-30

    IPC分类号: G06F15/16

    摘要: 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.

    摘要翻译: 这里描述了用于收集和显示信息的概念和技术。 客户端设备执行一个或多个应用程序,以提供关于与一个或多个实体相关的实体相关数据的操作。 应用程序分析实体相关数据以识别与实体相关数据相关联的一个或多个实体,并将与实体相关的实体信息发送到服务器或数据库。 与该实体有关的信息从服务器或数据库检索并被呈现给客户端设备的用户。

    Integrating a web-based CRM system with a PIM client application
    3.
    发明授权
    Integrating a web-based CRM system with a PIM client application 有权
    将基于Web的CRM系统与PIM客户端应用程序集成

    公开(公告)号:US09390399B2

    公开(公告)日:2016-07-12

    申请号:US12820166

    申请日:2010-06-22

    摘要: A customer relationship management (CRM) system utilizes a form definition, user interface (UI) definitions, and UI code to generate Web pages for interacting with CRM data. A CRM plug-in is configured to execute in conjunction with a personal information manager (PIM) client application and to utilize the same form definition, UI definitions, and UI code utilized by the CRM system to generate the Web-based CRM interface. The UI definitions are utilized to present UI controls for performing CRM-related functionality in the context of a UI generated by the PIM client application. The UI code utilized by the CRM system to implement Web-based UI controls can be utilized to implement the UI controls in the context of the PIM client application. The form definition utilized by the CRM system might be utilized to display CRM fields in the UI presented by the PIM client application.

    摘要翻译: 客户关系管理(CRM)系统利用表单定义,用户界面(UI)定义和UI代码生成用于与CRM数据交互的网页。 CRM插件配置为与个人信息管理器(PIM)客户端应用程序一起执行,并使用CRM系统使用的相同的表单定义,UI定义和UI代码来生成基于Web的CRM界面。 用户界面定义用于呈现UI控件,用于在由PIM客户端应用程序生成的UI的上下文中执行与CRM相关的功能。 CRM系统用于实现基于Web的UI控件的UI代码可用于在PIM客户端应用程序的上下文中实现UI控件。 CRM系统使用的表单定义可以用于在PIM客户端应用程序呈现的UI中显示CRM字段。

    Cached and server views with automatic caching and smooth scrolling
    8.
    发明授权
    Cached and server views with automatic caching and smooth scrolling 有权
    缓存和服务器视图,具有自动缓存和平滑滚动

    公开(公告)号:US08396921B2

    公开(公告)日:2013-03-12

    申请号:US13465509

    申请日:2012-05-07

    IPC分类号: G06F15/16

    摘要: On a client computer, customer relationship management software is integrated into a messaging application that includes a user interface. Customer relationship management (CRM) information is received from a server computer. An automatic determination is made as to whether the received CRM information is to be cached on the client computer. When it is determined that the CRM information is to be cached on the client computer, the CRM information is cached in a cache on the client computer. When at least some of the CRM information is cached on the client computer, the cached CRM information is displayed as a view on the client computer. The display of the CRM information is integrated into the user interface of the messaging application program.

    摘要翻译: 在客户端计算机上,将客户关系管理软件集成到包含用户界面的消息应用程序中。 从服务器计算机接收到客户关系管理(CRM)信息。 自动确定接收到的CRM信息是否被缓存在客户端计算机上。 当确定CRM信息被缓存在客户端计算机上时,CRM信息被缓存在客户端计算机上的高速缓存中。 当至少一些CRM信息被缓存在客户端计算机上时,缓存的CRM信息被显示为客户端计算机上的视图。 CRM信息的显示被集成到消息应用程序的用户界面中。

    Method and apparatus for form automatic layout
    9.
    发明授权
    Method and apparatus for form automatic layout 有权
    形式自动布局的方法和装置

    公开(公告)号:US08151181B2

    公开(公告)日:2012-04-03

    申请号:US12546240

    申请日:2009-08-24

    IPC分类号: G06F17/00

    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.

    摘要翻译: 提供了一种方法和装置,用于自动地确定表格的布局以容纳形式的文本。 在该方法和装置下,一组参数定义了表单元素的大小和对齐方式。 与尺寸和对齐参数分开的尺寸和定位说明根据尺寸和对齐参数设置表单元素的尺寸和定位。 这些说明决定了表单的最小尺寸,部分基于表单中的文本。 然后,将表单的最小大小和表单的所需大小之间的差异分布在整个表单中以将形式的元素设置为大小和位置。

    METHOD AND APPARATUS FOR FORM AUTOMATIC LAYOUT
    10.
    发明申请
    METHOD AND APPARATUS FOR FORM AUTOMATIC LAYOUT 有权
    用于形成自动布局的方法和装置

    公开(公告)号:US20090307576A1

    公开(公告)日:2009-12-10

    申请号:US12546240

    申请日:2009-08-24

    IPC分类号: G06F17/20

    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.

    摘要翻译: 提供了一种方法和装置,用于自动地确定表格的布局以容纳形式的文本。 在该方法和装置下,一组参数定义了表单元素的大小和对齐方式。 与尺寸和对齐参数分开的尺寸和定位说明根据尺寸和对齐参数设置表单元素的尺寸和定位。 这些说明决定了表单的最小尺寸,部分基于表单中的文本。 然后,将表单的最小大小和表单的所需大小之间的差异分布在整个表单中以将形式的元素设置为大小和位置。