System and method for generating and managing pseudo data fields in CRM
US11544241B1 · kind B1 · utility
Assignee
Inventors
Key dates
| Filing date | Apr 30, 2021 |
| Grant date | Jan 3, 2023 |
| Priority date | — |
| Expiry date | Apr 30, 2041 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06F21/6245
- WIPO fieldComputer technology
- WIPO sectorElectrical engineering
Abstract
Systems and methods for generating a pseudo data field in a CRM system to allow end users to generate and manage pseudo data fields for account objects in the CRM system, which may behave like actual data fields of account objects in the CRM system but live outside the CRM account. The present invention uses a data model that includes two objects to allow end users to generate and manage the pseudo data fields. One of the objects is pseudo data field configuration object, which may be used to configure the pseudo data fields that should be made available to end users. The other object is pseudo data field object which may be used to record user responses or values users use to populate the pseudo data field.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.