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System and method for obtaining information from a data management system

  • US 7,853,562 B2
  • Filed: 05/09/2005
  • Issued: 12/14/2010
  • Est. Priority Date: 11/02/2004
  • Status: Active Grant
First Claim
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1. A method performed on a front-end of a computer system, comprising:

  • responsive to receiving a command from a user indicating an action to be performed by a groupware application executed at the front-end of the computer system, identifying, by the groupware application, information that is required for performance of the action, said identified information being stored on a customer relationship management system at a back-end of the computer system and a copy of the identified information being stored on the front-end of the computer system;

    responsive to identifying information, determining at the front-end computer system whether the action triggers a need for an update of the identified information stored on the front-end of the computer system, prior to executing the action and, if not, executing the action, else if so;

    transmitting, by the front-end computer system, a request via an email message to the customer relationship management system located at the back-end of the computer system, requesting an update of a portion of the identified information necessary to complete the action,receiving, at the front-end computer system via an email message sent by the back-end of the computer system, the update of the portion of the identified information, wherein the update of the portion of the identified information is retrieved from the customer relationship management system,updating the portion of the identified information on the front-end computer system, andcompleting execution of the action using the updated identified information including the updated portion.

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