Patent ID: 8190567
Filing Date: 2012-05-29
Classification: G06Q

Abstract:
1. A computer-implemented method comprising: embedding an email transfer activation arrangement in a groupware email application program to transfer an inbound email to a customer relationship management (CRM) application system; responsive to an activation of the activation arrangement, identifying through a processing device an inbound email in the groupware email application program that has not yet been transferred to the CRM system from the groupware email application program; accessing, in response to the activation of the activation arrangement, business partner data included in the CRM system; responsive to the accessing of the business partner data, comparing a sender email address of the identified inbound email to the accessed business partner data to identify a sender business partner in the CRM system associated with the identified inbound email; responsive to the comparing the sender email address of the identified inbound email to the accessed business partner data, displaying in an interface of the groupware email application a list of business objects associated with the identified sender business partner in the CRM system that is retrieved from the CRM system; and responsive to selecting a business object from the list of business objects displayed, transferring a copy of the identified inbound email from the groupware email application program to the CRM system, from which the CRM system generates an activity record in the CRM system associated with the selected business object and the identified sender business partner in which a body of the transferred email copy is included in a text field of the activity record, a subject of the transferred email copy is included in a description field of the activity record, a link to the copy of the transferred email is embedded in the activity record, and the identified sender business partner is specified as a business partner in the activity record.