Activity Management System and Method, Active Management Apparatus, Client Terminal, and Computer Program
First Claim
1. A computer-implemented method comprising:
- receiving, at a server system hosting a customer relationship management (CRM) application, a request from a client device for an activity management screen that integrates a registration screen with a calendar screen;
retrieving, using the server system, activity data to be displayed in the registration screen;
generating instructions for displaying the activity management screen on the client device, wherein the instructions are configured to be executed by the client device and, when executed by the client device, to cause the client device to;
retrieve calendar data to be displayed in the calendar screen from a calendaring application local to the client device, wherein the calendaring application maintains persistent data from which the calendar data is retrieved;
generate the activity management screen comprising the registration screen containing the activity data and the calendar screen containing the calendar data;
identify at least one business activity from the activity data to be indicated in the calendar screen; and
modify the calendar data to incorporate the identified at least one business activity such that the identified at least one business activity is indicated in the calendar screen, wherein the persistent data of the local calendar application is unaffected by the modification of the calendar data; and
providing the activity data and the generated instructions to the client device.
1 Assignment
0 Petitions
Accused Products
Abstract
A CRM server sends to a client terminal activity data that has been read from a DB server, and directs the display thereof. When the activity data has been received from the CRM server, a client terminal obtains the screen data of a calendar screen is generated. Then a screen data for the activity detail screen that displays the activity data, screen data for an activity calendar screen is generated after display data for displaying information about a portion of the content of the activity has been added to screen data for a calendar screen in a field corresponding to a date and time shown by the activity data, and these generated screens are output on one screen.
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Citations
20 Claims
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1. A computer-implemented method comprising:
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receiving, at a server system hosting a customer relationship management (CRM) application, a request from a client device for an activity management screen that integrates a registration screen with a calendar screen; retrieving, using the server system, activity data to be displayed in the registration screen; generating instructions for displaying the activity management screen on the client device, wherein the instructions are configured to be executed by the client device and, when executed by the client device, to cause the client device to; retrieve calendar data to be displayed in the calendar screen from a calendaring application local to the client device, wherein the calendaring application maintains persistent data from which the calendar data is retrieved; generate the activity management screen comprising the registration screen containing the activity data and the calendar screen containing the calendar data; identify at least one business activity from the activity data to be indicated in the calendar screen; and modify the calendar data to incorporate the identified at least one business activity such that the identified at least one business activity is indicated in the calendar screen, wherein the persistent data of the local calendar application is unaffected by the modification of the calendar data; and providing the activity data and the generated instructions to the client device. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. An article comprising a machine-readable medium storing instructions operable to cause one or more machines to perform operations comprising:
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receiving, at a server system hosting a CRM application, a request from a client device for an activity management screen that integrates a registration screen with a calendar screen; retrieving, using the server system, activity data to be displayed in the registration screen; generating instructions for displaying the activity management screen on the client device, wherein the instructions are configured to be executed by the client device and, when executed by the client device, to cause the client device to; retrieve calendar data to be displayed in the calendar screen from a calendaring application local to the client device, wherein the calendaring application maintains persistent data from which the calendar data is retrieved; generate the activity management screen comprising the registration screen containing the activity data and the calendar screen containing the calendar data; identify at least one business activity from the activity data to be indicated in the calendar screen; and modify the calendar data to incorporate the identified at least one business activity such that the identified at least one business activity is indicated in the calendar screen, wherein the persistent data of the local calendar application is unaffected by the modification of the calendar data; and providing the activity data and the generated instructions to the client device. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18, 19)
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20. A system comprising:
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a server hosting a CRM application; an interface to the server that is configured to receive a request from a client device for an activity management screen that integrates a registration screen with a calendar screen; a storage unit of the server that is configured to store activity data for the CRM application; a data control unit of the server that is configured to retrieve activity data stored in the storage unit for displayed in the registration screen; and a display instruction unit of the server that is configured to generate instructions for displaying the activity management screen on the client device, wherein the instructions are configured to be executed by the client device and, when executed by the client device, to cause the client device to; retrieve calendar data to be displayed in the calendar screen from a calendaring application local to the client device, wherein the calendaring application maintains persistent data from which the calendar data is retrieved; generate the activity management screen comprising the registration screen containing the activity data and the calendar screen containing the calendar data; identify at least one business activity from the activity data to be indicated in the calendar screen; and modify the calendar data to incorporate the identified at least one business activity such that the identified at least one business activity is indicated in the calendar screen, wherein the persistent data of the local calendar application is unaffected by the modification of the calendar data; wherein the display instruction unit is further configured to transmit the activity data and the generated instructions to the client device.
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Specification