STRUCTURED TOUCH SCREEN INTERFACE FOR MOBILE FORMS GENERATION FOR CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

• US 20170103053A1
• Filed: 10/12/2015
• Published: 04/13/2017
• Est. Priority Date: 10/12/2015
• Status: Active Grant

• Current Assignee: Sugarcrm Incorporated
• Original Assignee: Sugarcrm Incorporated
• Inventors: Guerra, Filipe, Kulchytskyy, Vladyslav
• Granted Patent: US 10,546,052 B2
• Time in Patent Office: Days
• CPC Class Codes: G06F 3/0483 Interaction with page-structured environments, e.g. book metaphor
• CPC Class Codes: G06F 3/04883 for inputting data by handwriting, e.g. gesture or text
• CPC Class Codes: G06F 40/174 Form filling; Merging

Abstract

A method, system and computer program product for touch screen interface utilization during forms generation in a CRM system is provided. The method includes logically subdividing into different discrete portions, a touch screen of a mobile computing device and associating each with a particular record field for a multiplicity of different records in the CRM system. The method also includes selecting a particular one of the different records through the touch screen and receiving handwritten input on the touch screen and converting the handwritten input into computer recognizable text. Thereafter, the computer recognizable text is provided as text input to a field of the selected record corresponding to a portion of the touch screen in which the handwritten input is received. Finally, the method includes generating and displaying in the touch screen a form utilizing the text input of the field of the record in the CRM system.

Claims

1. A method for mobile touch screen interface utilization during forms generation in a customer relationship management (CRM) system, the method comprising:

logically subdividing into different discrete portions, a touch screen of a mobile computing device;

associating each of the portions in memory of the mobile computing device with a particular record field for a multiplicity of different records in the CRM system;

selecting in the memory of the mobile computing device a particular one of the different records in the CRM system through the touch screen;

receiving handwritten input on the touch screen and converting the handwritten input into computer recognizable text;

providing the computer recognizable text as text input to a field of the selected record corresponding to a portion of the touch screen in which the handwritten input is received; and

,

generating and displaying in the touch screen a form utilizing the text input of the field of the record in the CRM system.

2. The method of claim 1, wherein the handwritten input on the touch screen is received through contact between the touch screen and a stylus.

3. The method of claim 1, wherein the handwritten input on the touch screen is received as an image of the handwritten input captured by a camera embedded in the mobile computing device.

4. The method of claim 1, wherein the form is a sales quotation utilizing the handwritten input as customized elements of the sales quotation.

5. The method of claim 1, wherein the form is a follow up message to a customer or potential customer utilizing the handwritten input as customized elements of the message.

6. The method of claim 1, further comprising transmitting the form electronically as part of an e-mail message to a customer or potential customer.

7. A customer relationship management (CRM) data processing system configured for mobile touch screen interface utilization during forms generation, the system comprising:

a mobile computing device comprising memory and at least one processor;

a touch screen disposed in the mobile computing device; and

,

a forms generation module executing in the memory of the mobile computing device, the module comprising program code enabled to logically subdivide the touch screen into different discrete portions, to associate each of the portions in the memory of the mobile computing device with a particular record field for a multiplicity of different records in a CRM system communicatively coupled to the mobile computing device, to select in the memory of the mobile computing device a particular one of the different records in the CRM system through the touch screen, to receive handwritten input on the touch screen and to convert the handwritten input into computer recognizable text, to provide the computer recognizable text as text input to a field of the selected record corresponding to a portion of the touch screen in which the handwritten input is received, and to generate and display in the touch screen a form utilizing the text input of the field of the record in the CRM system.

8. The system of claim 7, wherein the handwritten input on the touch screen is received through contact between the touch screen and a stylus.

9. The system of claim 7, wherein the handwritten input on the touch screen is received as an image of the handwritten input captured by a camera embedded in the mobile computing device.

10. The system of claim 7, wherein the form is a sales quotation utilizing the handwritten input as customized elements of the sales quotation.

11. The system of claim 7, wherein the form is a follow up message to a customer or potential customer utilizing the handwritten input as customized elements of the message.

12. The system of claim 7, further comprising transmitting the form electronically as part of an e-mail message to a customer or potential customer.

13. A computer program product for mobile touch screen interface utilization during forms generation in a customer relationship management (CRM) system, the computer program product comprising a computer readable storage medium having program instructions embodied therewith, the program instructions executable by a device to cause the device to perform a method comprising:

logically subdividing into different discrete portions, a touch screen of a mobile computing device;

associating each of the portions in memory of the mobile computing device with a particular record field for a multiplicity of different records in the CRM system;

selecting in the memory of the mobile computing device a particular one of the different records in the CRM system through the touch screen;

receiving handwritten input on the touch screen and converting the handwritten input into computer recognizable text;

providing the computer recognizable text as text input to a field of the selected record corresponding to a portion of the touch screen in which the handwritten input is received; and

,

generating and displaying in the touch screen a form utilizing the text input of the field of the record in the CRM system.

14. The computer program product of claim 13, wherein the handwritten input on the touch screen is received through contact between the touch screen and a stylus.

15. The computer program product of claim 13, wherein the handwritten input on the touch screen is received as an image of the handwritten input captured by a camera embedded in the mobile computing device.

16. The computer program product of claim 13, wherein the form is a sales quotation utilizing the handwritten input as customized elements of the sales quotation.

17. The computer program product of claim 13, wherein the form is a follow up message to a customer or potential customer utilizing the handwritten input as customized elements of the message.

18. The computer program product of claim 13, wherein the method further comprises transmitting the form electronically as part of an e-mail message to a customer or potential customer.