Abstract: Inline command functionality for automatically sharing a document with user access permissions is provided. Automatic sharing of a document is performed in response to a trigger entry within the document. When a trigger entry and a user identifier entry is received, an auto-share system automatically resolves user access permissions in the background, detects sharing permissions, and shares the document with user access permissions without requiring the user who is sharing the document to manually input data. A notification is provided to the sharing user informing the user that the document is being shared, and another notification is provided to the user with whom the document is being shared including a link to the document. If the document was unintentionally shared, the sharing user is enabled to select the notification, and quickly and easily make modifications to the user access permissions for the document.

Abstract: Collaboration cards are provided to enable people to collaborate and receive instant replies to comments or questions from anywhere in a collaboratively generated document. A collaborator may add somebody's name to a collaboration card and ask that person for information, for example. That person may receive the question/comment via an email, a text message, a posting, or comparable communication methods, and respond back with the requested information through the same communication channel or another communication channel. The replied content may be placed into the collaboration card created in the document, and the original sender may be enabled to accept a change to the document content based on the collaboration card.

Abstract: Inline command functionality for automatically sharing a document with user access permissions is provided. Automatic sharing of a document is performed in response to a trigger entry within the document. When a trigger entry and a user identifier entry is received, an auto-share system automatically resolves user access permissions in the background, detects sharing permissions, and shares the document with user access permissions without requiring the user who is sharing the document to manually input data. A notification is provided to the sharing user informing the user that the document is being shared, and another notification is provided to the user with whom the document is being shared including a link to the document. If the document was unintentionally shared, the sharing user is enabled to select the notification, and quickly and easily make modifications to the user access permissions for the document.

Abstract: Collaboration cards are provided to enable people to collaborate and receive instant replies to comments or questions from anywhere in a collaboratively generated document. A collaborator may add somebody's name to a collaboration card and ask that person for information, for example. That person may receive the question/comment via an email, a text message, a posting, or comparable communication methods, and respond back with the requested information through the same communication channel or another communication channel. The replied content may be placed into the collaboration card created in the document, and the original sender may be enabled to accept a change to the document content based on the collaboration card.

Abstract: A user interface display is generated with user input mechanisms to receive business process flow definition inputs from a user. The definition inputs can include identifying stages and steps within stages, for a plurality of different entities. When the user accesses the business process, a user interface display shows the stages that are involved in completing the business process, and guides the user through the steps that the user is to complete in performing the process. The process can involve multiple entities, and a single entity can involve multiple processes.

Abstract: Users are enabled to quickly and easily associate records representing entities such as themselves, other users, contacts, accounts, teams/groups, and similar ones employing a record of the association and assign each entity a role or other attributes as a part of this association. Relationship records and attributes preserving entity association information allow teamwork, communication, and collaboration for effective management of business processes. The records and attributes also enable visualization and facilitate deeper understanding of the relationships between people, data, and business processes.

Abstract: Users are enabled to quickly and easily associate records representing entities such as themselves, other users, contacts, accounts, teams/groups, and similar ones employing a record of the association and assign each entity a role or other attributes as a part of this association. Relationship records and attributes preserving entity association information allow teamwork, communication, and collaboration for effective management of business processes. The records and attributes also enable visualization and facilitate deeper understanding of the relationships between people, data, and business processes.

Abstract: The present invention describes the scheduling requirements if a business to an automatic scheduling system in a way which allows efficient automatic scheduling of appointments for resources of the business. In one embodiment, the scheduling system schedules the resources based not only on total capacity, but based on how many appointments can be initiated at a given time.

Abstract: A business process guide may assist tracking and updating business processes, such as marketing business processes. The business processes may be part of a customer relationship management system. High level business process elements may be displayed which may be selected to display additional information about the elements.

Abstract: The method may include providing at least one primary calendar, providing a plurality of calendar rules, each of the plurality of rules comprising a rank and a rule-scope. The method may also include providing a representation of the primary calendar and the plurality of calendar rules, and allowing expansion of the representation of the plurality of calendar rules.

Abstract: The method may include creating a first time span where a time span comprises a start time, an end time and an attribute, creating a second time span; wherein the end time of the first time span and the start time of the second time span are set according to an adjustment rule, allowing modification of the start times and end times, if the end time of the first time span has been modified, automatically adjusting the start time of the second time span according to the adjustment rule and if the start time of the second time span has been modified, automatically adjusting the end time of the first time span according to the adjustment rule.