Using call data to log activities and generate activity records
AssigneeFinancialForce.com, Inc.
InventorMatthew James BYRNE
Life of this patent
Estimating the term…
Abstract
Various embodiments concern obtaining call data and generating activity logs. More specifically, call data such as contact information and call time associated with a telephone call are obtained. The obtained data is then used to generate a report including the time, duration, and project or client associated with telephone call. Thus, an activity log is automatically generated using the call data.
Claims20
A computer-implemented method performed on a SALESFORCE platform for obtaining data associated with a call between a telephone device and a third-party device and generating activity logs indicative of the call, comprising:
- obtaining, by a processor, call contact data indicative of contact information of the third-party device, call time data indicative of the time the call was made, call duration data indicative of the duration of the call, and user data indicative of a user of the telephone device;
- creating, by the processor, a first record including the call contact data, call time data, call duration data, and user data;
- accessing, by the processor, project data including a project identifier indicative of a project and a project contact data indicative of contact information associated with the project;
- associating, by the processor, the first record with the project data by matching the call contact data of the first record with the project contact data of the project data;
- creating, by the processor, a second record including the call duration data and user data from the first record and project identifier from the project data;
- generating, by the processor, an invoice entry based on the second record and indicating the duration of the call, the user of the telephone device, and the project associated with the call;
- and
- transmitting, by the processor, the invoice entry to the user associated with the telephone device.
A computer-implemented method for obtaining call data and generating activity logs, comprising:
- obtaining, by a processor, call contact data, call time data, and call duration data;
- creating, by the processor, a first record including the call contact data, call time data, and call duration data;
- accessing, by the processor, project data including a project identifier and a project contact data;
- associating, by the processor, the first record with the project data by matching the call contact data of the first record with the project contact data of the project data;
- creating, by the processor, a second record including the call duration data and project identifier;
- generating, by the processor, an invoice entry based on the second record and indicating the duration of the call and the project associated with the call;
- and
- transmitting, by the processor, the invoice entry to a user associated with the telephone call.
An apparatus for obtaining call data and generating activity logs, comprising:
- a processor;
- and
- a memory that includes instructions which, when executed by the processor, cause the processor to:
- obtain call contact data, call time data, and call duration data;
- create a first record including the call contact data, call time data, and call duration data;
- access project data including a project identifier and a project contact data;
- associate the first record with the project data by matching the call contact data of the first record with the project contact data of the project data;
- create a second record including the call duration data and project identifier;
- generate an invoice entry based on the second record and indicating the duration of the call and the project associated with the call;
- and
- transmit the invoice entry to a user associated with the telephone call.
Dependencies are inferred from the claim text.