Patents Assigned to SugarCRM, Inc.
  • Patent number: 9239889
    Abstract: Embodiments of the invention provide a method, system and computer program product for semantically aware adaptive searching and navigation of application data. In an embodiment of the invention, a method for semantically aware adaptive searching and navigation of application data is provided. The method includes associating different tags with different data of a database of unstructured data, each of the different tags corresponding to selected semantics of different objects encapsulating data for a data driven application executing in memory of a host computing system. The method also includes applying in the memory of the host computing system a filter operation to both the tags of the unstructured data and also the different objects, using filter criteria corresponding to one or more semantics of the different objects. Finally, the method includes displaying in a user interface to the data driven application a result set from the filter operation.
    Type: Grant
    Filed: March 15, 2013
    Date of Patent: January 19, 2016
    Assignee: SugarCRM Inc.
    Inventors: Larry Augustin, Majed Itani, Wes Moran, Lila Tretikov
  • Publication number: 20150302619
    Abstract: Embodiments of the present invention provide a method, system and computer program product for chart decomposition and sequencing in a limited display device. In an embodiment of the invention, a method of chart decomposition and sequencing in a limited display device is provided. The method includes generating a data visualization for raw data and partitioning the data visualization into a set of a discrete number of segments. The method also includes establishing a sequence for the segments in the set. Finally, the method includes displaying the segments sequentially in frames of an animation according to the sequence in a display of the limited display device.
    Type: Application
    Filed: April 18, 2014
    Publication date: October 22, 2015
    Applicant: SugarCRM Inc.
    Inventors: Matthew Marum, Henry Rogers
  • Publication number: 20150220496
    Abstract: A method for dynamic theme switching utilizing content stylesheet (CSS) sprites is provided. A user interface (UI) is defined for a computer program. A display of the UI is formatted according to a stylesheet and includes different UI controls. The display characteristics of the UI controls are defined according to a theme and multiple different themes are specified for the UI controls with only a single theme applied at a time. The UI controls are grouped with a particular theme applied within a single image as a CSS sprite. Further, the same UI controls are separately grouped with a different theme applied within a single image as a different CSS sprite. Consequently, a display of the UI according to one theme can be dynamically switched to a different theme by referencing the different CSS sprite in the stylesheet in lieu of the CSS sprite of the one theme.
    Type: Application
    Filed: February 6, 2014
    Publication date: August 6, 2015
    Applicant: SugarCRM Inc.
    Inventor: Jelle Vink
  • Publication number: 20150170107
    Abstract: A method for throttled task scheduling based upon the observed task completion velocity of the end user includes measuring a period of time consumed in completing a set of tasks scheduled for an end user for a first time period in a C&S application. A rate of task completion is computed for the end user based upon the measured period of time and the computed rate of task completion applied to a set of tasks scheduled for the end user for a second time period in order to determine whether the set of tasks scheduled for the end user of the second time period cannot be completed by the end user during the second time period. Thereafter, an alert is generated in the C&S application in response to a determination that the set of tasks scheduled for the second time period cannot be completed during the second time period.
    Type: Application
    Filed: December 18, 2013
    Publication date: June 18, 2015
    Applicant: SugarCRM Inc.
    Inventors: Majed Itani, Dmitriy Kolegayev
  • Publication number: 20150120374
    Abstract: Embodiments of the invention provide a method, system and computer program product for automating customer relationship management (CRM) tasks responsive to inbound and outbound messages. In an embodiment of the invention, a method of automating CRM tasks responsive to inbound and outbound messages is provided. The method includes determining a context for a message such as an e-mail, monitoring a set of manual operations performed by an end user in a CRM application subsequent to the determination of the context of the message, grouping the set of manual operations into an automated task for the CRM application, and storing a rule associating the automated task with the context. Thereafter, in response to detecting receipt of a new message, a context is matched for the new message to the rule and the automated task associated with the rule is triggered.
    Type: Application
    Filed: October 30, 2013
    Publication date: April 30, 2015
    Applicant: SugarCRM Inc.
    Inventors: Dmitriy Kolegayev, Shaji Sarangadharan
  • Publication number: 20150113420
    Abstract: A method, system and computer program product for overloaded schedule detection and notification in a calendaring and scheduling (C&S) system is provided. A method for overloaded schedule detection and notification in a C&S system includes loading a task list for an end user into memory of the C&S system. The task list includes a set of tasks scheduled for completion by the end user over a range of time. The method also includes displaying the task list in a user interface of the C&S system, comparing a capacity of the end user to complete tasks during the range of time to the tasks in the set. Finally, the method includes responding to a determination that the tasks in the last exceeds the capacity by displaying an alert in the user interface of the C&S system indicating an overloaded condition.
    Type: Application
    Filed: October 23, 2013
    Publication date: April 23, 2015
    Applicant: SugarCRM Inc.
    Inventors: Majed Itani, Dmitriy Kolegayev
  • Publication number: 20150110260
    Abstract: Embodiments of the present invention provide a method, system and computer program product for CRM audio on hold. In an embodiment of the invention, a CRM audio on hold method includes identifying a caller associated with the telephone call received in a call processing gateway, selecting a record in a CRM application pertinent to the caller and inserting the selected record into a variable field of a template. The method also includes text-to-speech (TTS) processing the template into audio and returning the audio to the call processing gateway for playback to the caller while the caller is on hold.
    Type: Application
    Filed: October 23, 2013
    Publication date: April 23, 2015
    Applicant: SugarCRM Inc.
    Inventor: Matt Marum
  • Patent number: 8972876
    Abstract: A software-based customer relationship management system and method.
    Type: Grant
    Filed: May 29, 2007
    Date of Patent: March 3, 2015
    Assignee: Sugarcrm Inc.
    Inventors: Jacob Taylor, John Roberts, Clinton Oram, Ajay Gupta, Majed Itani, Sadek Baroudi, Roger Smith
  • Patent number: 8918760
    Abstract: Embodiments of the present invention provide a method, system and computer program product for automated test script generation for application image validation. In an embodiment of the invention, a method of automated test script generation for application image validation is provided. The method can include parsing different modules of an existing image of a customized form of a base application to identify graphical user interface (GUI) elements in different screens of each of the different modules and cataloguing in a GUI element catalog, different GUI elements identified during parsing. The method also can include generating test scripts from the GUI element catalog. Finally, the method can include applying the generated test scripts to a new image of the customized form of the base application.
    Type: Grant
    Filed: December 7, 2012
    Date of Patent: December 23, 2014
    Assignee: SugarCRM Inc.
    Inventors: Larry Augustin, Lila Tretikov, Ran Zhou, David Safar
  • Publication number: 20140282164
    Abstract: Embodiments of the invention provide a method, system and computer program product for drag and drop manipulation of object attribute values. In an embodiment of the invention, a method for drag and drop manipulation of object attribute values is provided. The method includes detecting a drop event for an object in a GUI of an application executing in memory of a computer. The method additionally includes identifying a region of the GUI into which the object is dropped and retrieving a value associated with the identified region, that is additionally associated with an attribute of the object.
    Type: Application
    Filed: March 15, 2013
    Publication date: September 18, 2014
    Applicant: SugarCRM Inc.
    Inventor: David Tam
  • Patent number: 8839232
    Abstract: A software-based customer relationship management system and method are provided. The system has a client and a primary installation that has a database that contains a plurality of pieces of information, one or more modules that access the database to pull pieces of information from the database based on a request from the client and display a user interface to the user containing the requested information and one or more controllers that control access by the client to the one or more modules and the database. The system also may have a portal generated based on the primary installation wherein a user interface of the portal is updated based on a user interface of the primary installation.
    Type: Grant
    Filed: February 25, 2008
    Date of Patent: September 16, 2014
    Assignee: Sugarcrm Inc.
    Inventors: Jacob Taylor, John Roberts, Clinton Oram, Majed Itani, Wayne Pan
  • Publication number: 20140229499
    Abstract: A method for ad hoc temporary record relationship management includes selecting an instance of a data object persisted in a database of a database driven application and creating a different instance of a different data object referencing the selected instance of the data object and relating the selected instance of the data object to an instance of yet a further data object also persisted in the database. The method also includes storing the created different instance of the different data object in a collection of instances of the different data object and querying the collection of instances of the different data object for a particular instance of the further data object. Of note, the querying can produce a result set of data objects related to the particular instance of the further data object. Finally, the method includes processing the result set in the database driven application.
    Type: Application
    Filed: February 14, 2013
    Publication date: August 14, 2014
    Applicant: SugarCRM Inc.
    Inventors: Akshay Joshi, David Tam
  • Publication number: 20140222692
    Abstract: A method for displaying contextually relevant heterogeneously sourced data in a business application includes generating a user interface for a business application comprising a display of a record of a contact stored in a local data store and determining a context for the contact. The method also includes retrieving contextually relevant data according to the context from both the local data store that is part of the business application and also an external data source that is external to the business application from over a computer communications network. Finally, the method includes displaying the contextually relevant data from the local data store in a panel adjacent to the display of the record of the contact in the user interface, and also the contextually relevant data from the external data source in an additional panel adjacent to the display of the record of the contact in the user interface.
    Type: Application
    Filed: February 6, 2013
    Publication date: August 7, 2014
    Applicant: SugarCRM Inc.
    Inventors: Lila Tretikov, Majed Itani, Lam Huyn, Wes Moran
  • Publication number: 20140222801
    Abstract: Embodiments of the present invention provide a method, system and computer program product for autonomic selective importation of contacts in a contact management system. In one embodiment of the invention, a method for autonomic selective importation of contacts in a contact management system is provided. The method includes monitoring communications between an end user and different contacts over a communications network through at least one external communications application and rating the different contacts according to frequency of communication with the end user evident from the monitored communications. The method additionally includes importing a selected one of the different contacts into a contact data store of a contact management system responsive to a determination that the selected one of the different contacts has been rated beyond a threshold value.
    Type: Application
    Filed: February 4, 2013
    Publication date: August 7, 2014
    Applicant: SugarCRM Inc.
    Inventor: Majed Itani
  • Publication number: 20140165040
    Abstract: Embodiments of the present invention provide a method, system and computer program product for automated test script generation for application image validation. In an embodiment of the invention, a method of automated test script generation for application image validation is provided. The method can include parsing different modules of an existing image of a customized form of a base application to identify graphical user interface (GUI) elements in different screens of each of the different modules and cataloguing in a GUI element catalog, different GUI elements identified during parsing. The method also can include generating test scripts from the GUI element catalog. Finally, the method can include applying the generated test scripts to a new image of the customized form of the base application.
    Type: Application
    Filed: December 7, 2012
    Publication date: June 12, 2014
    Applicant: SUGARCRM INC.
    Inventors: Larry Augustin, Lila Tretikov, Ran Zhou, David Safar
  • Publication number: 20130339945
    Abstract: A system and method are provided that allows, by adding a loadable module to the language runtime engine and overriding some of the core engine's operating system access functionality, the system to create a customizable copy of the installed application without creating complete copies of the actual files (scripts, executables, binaries, etc.) and without redundancies in content storage.
    Type: Application
    Filed: August 22, 2013
    Publication date: December 19, 2013
    Applicant: SugarCRM Inc.
    Inventors: Stanislav Malyshev, Lila Tretikov, Clint Oram
  • Patent number: 8539480
    Abstract: A system and method are provided that allows, by adding a loadable module to the language runtime engine and overriding some of the core engine's operating system access functionality, the system to create a customizable copy of the installed application without creating complete copies of the actual files (scripts, executables, binaries, etc.) and without redundancies in content storage.
    Type: Grant
    Filed: June 29, 2011
    Date of Patent: September 17, 2013
    Assignee: SugarCRM Inc.
    Inventors: Stanislav Malyshev, Lila Tretikov, Clint Oram
  • Patent number: 8489543
    Abstract: A software-based customer relationship management system and method.
    Type: Grant
    Filed: August 1, 2008
    Date of Patent: July 16, 2013
    Assignee: SugarCRM Inc.
    Inventors: Jacob Taylor, John Roberts, Clinton Oram, Andrew Dreisch, Ajay Gupta, Majed Itani, Julian Ostrow, Joseph Parsons
  • Publication number: 20130110932
    Abstract: Embodiments of the present invention provide a method, system and computer program product for automated action building in a CRM system based upon social networking data changes detected in a social network. In an embodiment of the invention, a method for automated action building in a CRM system based upon social networking data changes detected in a social network is provided. The method includes registering different customers in a CRM application for social network monitoring and detecting an event for one of the registered different customers in a social networking system communicatively coupled to the CRM application over a computer communications network. The method additionally includes responding to the event by posting an action in the CRM application for the one of the registered different customers.
    Type: Application
    Filed: December 13, 2012
    Publication date: May 2, 2013
    Applicant: SUGARCRM INC.
    Inventor: SUGARCRM INC.
  • Publication number: 20110314447
    Abstract: A system and method are provided that allows, by adding a loadable module to the language runtime engine and overriding some of the core engine's operating system access functionality, the system to create a customizable copy of the installed application without creating complete copies of the actual files (scripts, executables, binaries, etc.) and without redundancies in content storage.
    Type: Application
    Filed: June 29, 2011
    Publication date: December 22, 2011
    Applicant: SugarCRM Inc.
    Inventors: Stanislav Malyshev, Lila Tretikov, Clint Oram