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System for implementing association between task and client

A technology for customers and tasks, applied in special data processing applications, instruments, electrical and digital data processing, etc., can solve the problems of insufficient record of customer information, difficulties in expansion and continuation, etc.

Inactive Publication Date: 2007-12-26
丁力
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] The present invention tries to solve the problem of difficulties encountered in expanding and continuing a certain business in the future due to insufficient records of customer information in work tasks

Method used

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Examples

Experimental program
Comparison scheme
Effect test

Embodiment Construction

[0005] 1. The user clicks the "Organization Individual" tab in the task activity template;

[0006] 2. In the information list of customers that have already been associated, right-click on the list, and a menu will appear, in which there is a "Add Customer" option. After clicking this option, you will enter the interface for adding customers;

[0007] 3. There are two buttons on the upper part of the new customer interface, which are the "Organization List" button and the "Personal List" button. The associated customer object is a person;

[0008] 3. Enter the key value to filter customer information, and perform a fuzzy search on customer information, and the search results will be displayed in the list in the middle of the interface;

[0009] 4. After finding the customer object that needs to be associated in the list, double-click the customer object to complete the association between the customer's information and the task displayed in the current task activity template...

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PUM

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Abstract

A system used for realizing correlation of task to client utilizes entity reference completeness as basis to achieve correlation of task to client for enabling user to correlate all clients relating to certain task into task to make task information amount be enhanced.

Description

Technical field: [0001] A system for realizing the association between tasks and customers, through the combination of computer technology and task activity library, realizes the function that work tasks can be associated with all related customers. At the same time, the search and matching technology is used to search the task activity library to quickly find the required task information. The task information displayed through the task activity template includes all customers associated with the task, so as to achieve the purpose of knowledge accumulation. Background technique: [0002] At present, there is no patent related to the content of associating work tasks with customers, and in the daily processing process, there is no system to support the realization of such a function. At the same time, the problem that people often find when dealing with daily work is that when a certain business needs to be expanded and continued, it may be difficult to recall how much this ...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06F17/30G06Q10/00G06Q30/02
Inventor 丁力
Owner 丁力