首页> 外国专利> Communications between a customer relationship management (CRM) application and an electronic worksheet to automatically generate a pivot table object

Communications between a customer relationship management (CRM) application and an electronic worksheet to automatically generate a pivot table object

机译:客户关系管理(CRM)应用程序与电子工作表之间的通信以自动生成数据透视表对象

摘要

An integrated system is described that allows a user to easily mine and report data maintained by a customer relationship management (CRM) application. In general, the system automates the process of creating electronic reports, such as an electronic worksheet, in a format that can be directly manipulated and viewed from spreadsheet application. In one embodiment, the report is automatically generated to include a pivot table for displaying the data. The system includes a database adapted to store the CRM data. First and second reporting modules execute within the CRM software application and the worksheet software application, respectively. The reporting modules cooperate in order to integrate CRM application and spreadsheet application, thereby automating the process of generating a worksheet based on the CRM database.
机译:描述了一种集成系统,该系统允许用户轻松挖掘和报告由客户关系管理(CRM)应用程序维护的数据。通常,系统以可以直接从电子表格应用程序操作和查看的格式自动执行创建电子报告(例如电子工作表)的过程。在一个实施例中,自动生成报告以包括用于显示数据的数据透视表。该系统包括适于存储CRM数据的数据库。第一和第二报告模块分别在CRM软件应用程序和工作表软件应用程序中执行。报告模块进行协作,以集成CRM应用程序和电子表格应用程序,从而自动基于CRM数据库生成工作表的过程。

著录项

  • 公开/公告号US9740675B1

    专利类型

  • 公开/公告日2017-08-22

    原文格式PDF

  • 申请/专利权人 MASTERMINE SOFTWARE INC.;

    申请/专利号US201313859463

  • 发明设计人 ROBERT MACHALEK;

    申请日2013-04-09

  • 分类号G06F17;G06F17/24;G06Q10/10;

  • 国家 US

  • 入库时间 2022-08-21 13:45:27

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