The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Jul. 12, 2022

Filed:

Mar. 17, 2017
Applicant:

Clari Inc., Sunnyvale, CA (US);

Inventors:

Rajkumar Ponnusamy, Sunnyvale, CA (US);

David Bao, Sunnyvale, CA (US);

Assignee:

CLARI INC., Sunnyvale, CA (US);

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 10/06 (2012.01); G06Q 10/10 (2012.01); G06Q 30/00 (2012.01);
U.S. Cl.
CPC ...
G06Q 30/01 (2013.01); G06Q 10/06 (2013.01); G06Q 10/06311 (2013.01); G06Q 10/06316 (2013.01); G06Q 10/063112 (2013.01); G06Q 10/063114 (2013.01); G06Q 10/063118 (2013.01); G06Q 10/10 (2013.01); G06Q 10/1095 (2013.01); Y02P 90/80 (2015.11);
Abstract

According to one embodiment, a customer relationship management (CRM) system is queried to obtain a list of projects that are associated with a particular user. A subset of the projects is selected from the list. Each of the projects in the subset includes an attribute that has been set to a predetermined attribute value or attribute state by the user (e.g., flagged, starred, a checkbox). For each of the projects in the subset, a communication channel (e.g., an instant messaging or IM system, an email group, a group chat, a social network community) associated with the project is identified. It is determined whether the user is already a member of the communication channel. If the user is not a member of the communication channel, the user is automatically added to the communication channel without user intervention from the user.


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