Patents
US 10546052 B2: Structured touch screen interface for mobile forms generation for customer relationship management (CRM)
- Granted
- 2020-01-28
- Filed
- 2015-10-12 application 14881089
- Type
- Utility · 9 claims
- Elsewhere
- Google Patents ↗ · USPTO patent document ↗ · USPTO Patent Center record ↗
Abstract
A method, system and computer program product for touch screen interface utilization during forms generation in a CRM system is provided. The method includes logically subdividing into different discrete portions, a touch screen of a mobile computing device and associating each with a particular record field for a multiplicity of different records in the CRM system. The method also includes selecting a particular one of the different records through the touch screen and receiving handwritten input on the touch screen and converting the handwritten input into computer recognizable text. Thereafter, the computer recognizable text is provided as text input to a field of the selected record corresponding to a portion of the touch screen in which the handwritten input is received. Finally, the method includes generating and displaying in the touch screen a form utilizing the text input of the field of the record in the CRM system.
Source: PVGPATDIS, file of 2026-04-10 (ipg200128.xml).
Assignees
| Assignee | Type | Place | Also on furp.org | Source |
|---|---|---|---|---|
| SugarCRM, Inc. 47 patents | US company or organization | Cupertino, CA | SugarCRM Inc Form D issuer EXACT high confidence: identical full name and state | PVGPATDIS, file of 2026-04-10 |
Inventors
| Inventor | Place | Patents | Person page | Source |
|---|---|---|---|---|
| Filipe Guerra | San Jose, CA | 5 | PVGPATDIS, file of 2026-04-10 | |
| Vladyslav Kulchytskyy | Nashua, NH | 8 | PVGPATDIS, file of 2026-04-10 |
CPC categories
| Subclass | Category | First group | Source |
|---|---|---|---|
| G06F | Electric digital data processing | G06F40/174 | PVGPATDIS, file of 2026-04-10 |
Cooperative Patent Classification, as currently assigned (one row per subclass).
Assignments and security interests
| Recorded | What | From | To | Reel/frame | Source |
|---|---|---|---|---|---|
| 2018-07-31 | Security interest Security interest Security interest | SUGARCRM INC., AS GRANTOR signed 2018-07-31 | GOLDMAN SACHS SPECIALTY LENDING GROUP, L.P., AS COLLATERAL AGENT DALLAS, TX | 46673/434 | ECORSEXC, file of 2026-09-25 |
| 2015-10-12 | Assignment Assignment of assignor's interest | GUERRA, FILIPE signed 2015-09-29 KULCHYTSKYY, VLADYSLAV signed 2015-09-29 | SUGARCRM INC. CUPERTINO, CA | 36775/843 | ECORSEXC, file of 2026-09-25 |
Documents recorded with the USPTO Assignment Recordation Branch that list this patent. A security interest is a lender’s claim on the patent as collateral; a release ends it.
USPTO bulk data: PatentsView granted patents, disambiguated (PVGPATDIS) for patents, assignees, inventors, places and CPC categories; the USPTO Patent Assignment Dataset (ECORSEXC) for assignments and security interests. Patents filed in the last 20 years. No claims or full text. Links to other records are by name (and state): EXACT means the identical full name and state; FUZZY means a looser name match, with the confidence shown.