Method and apparatus for creating an activity record in a business management system from an email message
First Claim
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1. A method comprising:
- responsive to a request entered at an email application program while managing a private email account, exporting from the email application program content of an email message identified by the request to a business management system, wherein the business management system manages activity records for a plurality of business partner accounts;
creating a first activity record in the business management system storing content of the identified email message therein;
displaying email addresses of a sender and one or more recipients of the email message as a list;
receiving a selection from the displayed list of email addresses;
identifying a business partner account from the selected email address;
storing the first activity record in a database of the business management system identified as pertaining to the identified business partner account;
creating a second activity record identified as a follow up activity of the first activity record; and
storing the second activity record in the database of the business management system.
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Abstract
Methods and apparatus are provided for storing email messages into activity records in business management system. In an embodiment, an user interface for an email application program may receive a request may be received to create an activity record in a business management system based on a received email message, and in response an activity record may be created in a database in the business management system.
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Citations
23 Claims
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1. A method comprising:
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responsive to a request entered at an email application program while managing a private email account, exporting from the email application program content of an email message identified by the request to a business management system, wherein the business management system manages activity records for a plurality of business partner accounts; creating a first activity record in the business management system storing content of the identified email message therein; displaying email addresses of a sender and one or more recipients of the email message as a list; receiving a selection from the displayed list of email addresses; identifying a business partner account from the selected email address; storing the first activity record in a database of the business management system identified as pertaining to the identified business partner account; creating a second activity record identified as a follow up activity of the first activity record; and storing the second activity record in the database of the business management system. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11)
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12. A non-transitory machine readable medium having embodied thereon a computer program, said computer program being executable by a computer system to perform a method comprising:
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responsive to a request entered at an email application program while managing a private email account, exporting from the email application program content of an email message identified by the request to a business management system, wherein the business management system manages activity records for a plurality of business partner accounts; creating a first activity record in the business management system storing content of the identified email message therein; displaying email addresses of a sender and one or more recipients of the email message as a list; receiving a selection from the displayed list of email addresses; identifying a business partner account from the selected email address; storing the first activity record in a database of the business management system identified as pertaining to the identified business partner account; creating a second activity record identified as a follow up activity of the first activity record; and storing the second activity record in the database of the business management system. - View Dependent Claims (13, 14, 15, 16, 17, 18, 19, 20, 21, 22)
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23. An enterprise computer system, comprising:
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a processor; an email system providing email services for a plurality of enterprise system members via private member accounts; a business management system, managing activity records for business partner accounts of the enterprise system; and software, executing on the computer system, to export content of an email received at a private member account to the business management system according to a process that comprises; identifying, from address information in the received email, a business partner account to which the received email pertains; storing a first new activity record in the business management system that contains content of the received email; and storing a second new activity record in the business management system identified as a follow up activity for the first new activity record.
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Specification