Edward Te Gee

US Patent:

20190050871, Feb 14, 2019

Filed:

Aug 8, 2017

Appl. No.:

15/672287

Inventors:

- Pleasanton CA, US
Cindy Chiang - Sunnyvale CA, US
Edward Gee - Walnut Creek CA, US
Adam Bragg - Sonoma CA, US
Xuan Wang - Pleasanton CA, US
Mark Fleischmann - Pleasanton CA, US

Assignee:

Veeva Systems Inc. - Pleasanton CA

International Classification:

G06Q 30/02
G06Q 30/00
G06F 3/0484
G06F 17/30

Abstract:

Systems and methods for presenting CRM data. Users may configure what to display on a custom report and how to arrange and display the content (e.g., size, color, theme), so that they can visualize the CRM data the way they want. A data visualization interface may be used to generate the custom report, and may use HTML to specify the CRM data to be displayed and their location on the custom report according to user configuration. The data visualization interface may use JavaScript for specifying the objects and fields users want to query to obtain the CRM data to fill up the custom report. An API may communicate with the JavaScript in the data visualization interface and then query data and objects in the CRM to get a result set. The API may be a unified API which may work across multiple platforms and query various types of database, e.g., iOS, Windows, and the browser for Salesforce online.

US Patent:

20160321314, Nov 3, 2016

Filed:

May 1, 2015

Appl. No.:

14/702307

Inventors:

- Pleasanton CA, US
Pengfei Liu - San Ramon CA, US
Arno Sosna - Pleasanton CA, US
Povilas Petkevicius - Barcelona, ES
Edward Gee - Walnut Creek CA, US
David Wright - Dublin CA, US
Jay H Hartley - Dublin CA, US
Sadhana Jain - Walnut Creek CA, US
Abhay Pimprikar - Campbell CA, US

Assignee:

VEEVA SYSTEMS INC. - Pleasanton CA

International Classification:

G06F 17/30
G06F 3/0484
G06F 17/24
G06Q 30/00
G06F 3/0481

Abstract:

Systems and methods for processing user requests for updating data in a CRM system. When a user requests to update data in the CRM system, it is determined if the requested data change involves a DCR-controlled field. If yes, the requested data change may be routed to the MDM system for validation first and the data change may not be used to update the CRM until the validation is successful. If the requested data change does not involve any DCR-controlled field, it may update the CRM immediately.

US Patent:

20160323448, Nov 3, 2016

Filed:

Apr 29, 2015

Appl. No.:

14/700139

Inventors:

Krista McBrearty - Pleasanton CA, US
Uri Reich - Hamden CT, US
Arno Sosna - Pleasanton CA, US
Ted Wallach - Cherry Hill NJ, US
Edward Gee - Walnut Creek CA, US
Weiwei Jia - Pleasanton CA, US
David Wright - Pleasanton CA, US
Jing Zhuang - Danville CA, US

Assignee:

Veeva Systems Inc. - Pleasanton CA

International Classification:

H04M 3/51

Abstract:

Systems and methods for generating call reports which may allow access to the child call for each selected attendee via the group call, and enable users to capture data and make edits to detailing and sampling information unique to each attendee directly in the child call. Access to controls within the attendees section may enable mass entry of supported activities for a subset of attendees.