Customer Relationship Management System with Quicknotes

• US 20080276190A1
• Filed: 04/03/2008
• Published: 11/06/2008
• Est. Priority Date: 04/03/2007
• Status: Abandoned Application

• Current Assignee: Sugarcrm Incorporated
• Original Assignee: Sugarcrm Incorporated
• Inventors: Roberts, John, Gupta, Ajay, Oram, Clinton, Taylor, Jacob, Itani, Majed
• Application Number:
  US12/062,506
• Publication Number:
  US 20080276190A1
• Time in Patent Office: Days
• US Class Current: 715/768
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A quicknotes system and method is provided. A software-based customer relationship management system and method may include the quicknotes functionality.

Claims

1. A software application system, comprising:

a computing device with a processing unit;

an application having a plurality of lines of computer code wherein the plurality of lines of computer code are executed by the processing unit of the computing device to generate a user interface of the application wherein the user interface has a portion;

the application further comprising a quicknote module that is capable of generating one or more quicknotes associated with the portion of the application user interface; and

each quicknote having one or more members assigned to the quicknote, a title portion containing a title of the quicknote, a body portion containing content associated with the quicknote.

2. The system of claim 1, wherein each quicknote further comprises a reply portion capable of containing a reply to the quicknote from one or more members assigned to the quicknote.

3. The system of claim 1, wherein each quicknote further comprises a follow me functionality so that the quicknote follows the one or more members assigned to the quicknote across at least two portions of the user interface of the application.

4. The system of claim 1, wherein each quicknote further comprises a dismissed state wherein the quicknote fades out if the quicknote is in the dismissed state.

5. The system of claim 1, wherein each quicknote further comprises a hidden state wherein the quicknote does not appear on the user interface if the quicknote is in the hidden state.

6. The system of claim 1, wherein each quicknote further comprises a back portion wherein the quicknote is flipped over to reveal a set of information contained on the back portion.

7. The system of claim 6, wherein the set of information further comprises one or more of a quicknote originator who sent the quicknote, a quicknote recipient who received the quicknote, a quicknote creation time, a newest quicknote reply creation time indicating when a newest reply was created

8. The system of claim 1, wherein the set of information further comprises one or more properties of the quicknote.

9. The system of claim 1, wherein the application user interface further comprises a web page.

10. The system of claim 8, wherein the one or more properties of the quicknote further comprises a position of the quicknote on the application user interface.

11. The system of claim 8, wherein the one or more properties of the quicknote further comprises a compressed state wherein only the title of the quicknote is shown on the application user interface.

12. The system of claim 8, wherein the one or more properties of the quicknote further comprises a type of the quicknote wherein the type further comprises an RSS type quicknote and the content further comprises an RSS feed, a video type quicknote and the content further comprises a video piece of content or a picture type quicknote and the content further comprises a picture.

13. The system of claim 8, wherein the one or more properties of the quicknote further comprises a time from creation corresponding to a time period since the quicknote was created and a color fade wherein the quicknote fades as the time from creation is longer.

14. The system of claim 8, wherein the one or more properties of the quicknote further comprises a curling of the corners of the quicknote to indicate an old quicknote.

15. The system of claim 1, wherein the application is a customer relationship management application.

16. The system of claim 8, wherein the one or more properties of the quicknote further comprises a position of the quicknote on the webpage.

17. The system of claim 8, wherein the one or more properties of the quicknote further comprises a compressed state wherein only the title of the quicknote is shown on the web page.

18. The system of claim 8, wherein the one or more properties of the quicknote further comprises a type of the quicknote wherein the type further comprises an RSS type quicknote and the content further comprises an RSS feed or a video type quicknote and the content further comprises a video piece of content.

19. The system of claim 8, wherein the one or more properties of the quicknote further comprises a time from creation corresponding to a time period since the quicknote was created and a color fade wherein the quicknote fades as the time from creation is longer.

20. A method of providing a quicknote on a computing device with a processing unit that executes an application having a plurality of lines of computer code that are executed by the processing unit of the computing device, the method comprising:

generating a user interface of the application that has at least two portions;

generating one or more quicknotes associated with a portion of the user interface of the application wherein each quicknote has one or more members assigned to the quicknote, a title portion containing a title of the quicknote, a body portion containing content associated with the quicknote and a reply portion containing one or more replies to the quicknote from the one or more members assigned to the quicknote.

21. The method of claim 20 further comprising following, using the quicknote, the one or more members assigned to the quicknote across at least two portions of the user interface of the application.

22. The method of claim 20 further comprising fading out the quicknote if the quicknote is in a dismissed state.

23. The method of claim 20 further comprising hiding the quicknote on the user interface of the application if the quicknote is in a hidden state.

24. The method of claim 20 further comprising flipping over the quicknote to reveal a set of information contained on a back portion of the quicknote.