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.
Patent No.:
Date of Patent:
Feb. 25, 2014
Filed:
Jun. 17, 2008
Michael J. LU, Seattle, WA (US);
Edward A. Martinez, Redmond, WA (US);
Shashi Ranjan, Redmond, WA (US);
Michael J. Lu, Seattle, WA (US);
Edward A. Martinez, Redmond, WA (US);
Shashi Ranjan, Redmond, WA (US);
Microsoft Corporation, Redmond, WA (US);
Abstract
Various technologies and techniques are disclosed for integrating a customer relationship management application with a mail merge operation on a client-side word processor. Mail merge settings are received from a user, including a record set to use in a mail merge operation. A new mail merge document is created. The record set is added to the mail merge document. A link is added to a template that will control the mail merge operation on a client-side word processor. The linked template gets attached to the new mail merge document when opened on the client-side word processor. Techniques for beginning a mail merge operation on a client-side word processor are described. A downloaded mail merge document is validated. The record set contained in the downloaded mail merge document is separated into one or more separate files. A mail merge wizard is started and advanced to a proper stage.