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Method and apparatus for creating an activity record in a business management system from an email message

  • US 8,495,045 B2
  • Filed: 08/03/2004
  • Issued: 07/23/2013
  • Est. Priority Date: 07/16/2004
  • Status: Active Grant
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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