Action pad
First Claim
1. A method comprising:
- displaying a drop area for receiving objects by drag-and-drop;
based upon an object type of an object received in the drop area, determining what actions are associated with the object type;
if the object has a recognized structure, identifying a process associated with the recognized structure, and determining what actions are associated with the process;
if the object does not have a recognized structure, analyzing content of the object to identify terms appearing in a database, and for identified terms, determining what actions are associated with at least one of a corresponding field and a corresponding record in the database; and
displaying an interactive list of the actions associated with the object type, and the actions associated with the process or associated with the at least one of the corresponding field and the corresponding record in the database.
2 Assignments
0 Petitions
Accused Products
Abstract
Integration techniques for bridging business management software systems with external objects and data. An action pad application program window provides an interface to these integration techniques, and includes a drop area to receive external objects by drag-and-drop, an information area to display information about received external objects and data, and an action menu to display actions responsive to the received external objects and data. When an external object is received in the drop area, a determination is made as to what actions are associated with the object type, and the actions are displayed in the action menu. The content of the external object is also examined, and additional actions, dependent on the content, are displayed. The action pad application program also actively monitors a user'"'"'s e-mail and calendar, importing messages and events into the business management systems.
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Citations
34 Claims
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1. A method comprising:
displaying a drop area for receiving objects by drag-and-drop;
based upon an object type of an object received in the drop area, determining what actions are associated with the object type;
if the object has a recognized structure, identifying a process associated with the recognized structure, and determining what actions are associated with the process;
if the object does not have a recognized structure, analyzing content of the object to identify terms appearing in a database, and for identified terms, determining what actions are associated with at least one of a corresponding field and a corresponding record in the database; and
displaying an interactive list of the actions associated with the object type, and the actions associated with the process or associated with the at least one of the corresponding field and the corresponding record in the database. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8)
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9. A method comprising:
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automatically reviewing e-mail for messages that have been marked as read;
checking a stored record to see if each message marked as read was previously imported into a document management system, and checking the stored record to see if handling instructions were previously received for each message marked as read that has not been imported;
in accordance with previous instructions in the stored record, or in an absence of instructions if a message has not already been imported, displaying a prompt asking whether each message marked as read should be imported into the document management system;
for each message to be imported, comparing a sender of the message with parties included in at least one of a database, an address book, and a contact list to identify an organization associated with the sender;
checking the document management system for a record identifier for the organization, if the organization is identified in the at least one of the database, the address book, and the contact list; and
storing a copy of the message in the document management system using the record identifier, and updating the stored record to indicate that the message has been imported. - View Dependent Claims (10, 11)
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12. A method comprising:
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receiving notification that an appointment has been added to a calendar program;
displaying a prompt asking whether to create a customer relationship management activity based on the appointment;
generating a form comprising information from the appointment, and having additional information fields, if the response to the prompt indicates to create the customer relationship management activity;
displaying the form, including prompts for information to fill the additional information fields;
receiving the information to fill the additional information fields; and
submitting the information from the form to a customer relationship management system as a new activity.
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13. A method comprising:
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receiving a first instant message for outgoing transmission;
determining whether a channel for delivery of the first instant message is available;
transmitting the first instant message for delivery if the channel is available; and
if the channel is not available;
automatically looking up an e-mail address for an addressee of the first instant message; and
if the e-mail address for the addressee is found, automatically converting the instant message into an e-mail message and sending the e-mail message to the e-mail address of the addressee. - View Dependent Claims (14, 15)
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16. A method comprising:
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receiving an instant message;
automatically checking at least one of the received instant message and an attachment to the received instant message for a security certificate;
validating the security certificate, if the instant message or attachment includes a security certificate;
displaying that the security certificate is invalid, if the security certificate is invalid. - View Dependent Claims (17)
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18. A machine-readable medium storing instructions adapted to be executed by a processor to perform a method comprising:
displaying a drop area for receiving objects by drag-and-drop;
based upon an object type of an object received in the drop area, determining what actions are associated with the object type;
if the object has a recognized structure, identifying a process associated with the recognized structure, and determining what actions are associated with the process;
if the object does not have a recognized structure, analyzing content of the object to identify terms appearing in a database, and for identified terms, determining what actions are associated with at least one of a corresponding field and a corresponding record in the database; and
displaying an interactive list of the actions associated with the object type, and the actions associated with the process or associated with the at least one of the corresponding field and the corresponding record in the database. - View Dependent Claims (19, 20, 21, 22, 23, 24, 25)
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26. A machine-readable medium storing instructions adapted to be executed by a processor to perform a method comprising:
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automatically reviewing e-mail for messages that have been marked as read;
checking a stored record to see if each message marked as read was previously imported into a document management system, and checking the stored record to see if handling instructions were previously received for each message marked as read that has not been imported;
in accordance with previous instructions in the stored record, or in an absence of instructions if a message has not already been imported, displaying a prompt asking whether each message marked as read should be imported into the document management system;
for each message to be imported, comparing a sender of the message with parties included in at least one of a database, an address book, and a contact list to identify an organization associated with the sender;
checking the document management system for a record identifier for the organization, if the organization is identified in the at least one of the database, the address book, and the contact list; and
storing a copy of the message in the document management system using the record identifier, and updating the stored record to indicate that the message has been imported. - View Dependent Claims (27, 28)
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29. A machine-readable medium storing instructions adapted to be executed by a processor to perform a method comprising:
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receiving notification that an appointment has been added to a calendar program;
displaying a prompt asking whether to create a customer relationship management activity based on the appointment;
generating a form comprising information from the appointment, and having additional information fields, if the response to the prompt indicates to create the customer relationship management activity;
displaying the form, including prompts for information to fill the additional information fields;
receiving the information to fill the additional information fields; and
submitting the information from the form to a customer relationship management system as a new activity.
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30. A machine-readable medium storing instructions adapted to be executed by a processor to perform a method comprising:
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receiving a first instant message for outgoing transmission;
determining whether a channel for delivery of the first instant message is available;
transmitting the first instant message for delivery if the channel is available; and
if the channel is not available;
automatically looking up an e-mail address for an addressee of the first instant message; and
if the e-mail address for the addressee is found, automatically converting the instant message into an e-mail message and sending the e-mail message to the e-mail address of the addressee. - View Dependent Claims (31, 32)
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33. A machine-readable medium storing instructions adapted to be executed by a processor to perform a method comprising:
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receiving an instant message;
automatically checking at least one of the received instant message and an attachment to the received instant message for a security certificate;
validating the security certificate, if the instant message or attachment includes a security certificate;
displaying that the security certificate is invalid, if the security certificate is invalid. - View Dependent Claims (34)
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Specification