/Systems And Methods For Intermittent Synchronizing Of Customer Relationship Management Local Application Clients
Abstract

Methods and systems for synchronizing a Customer Relationship Management (“CRM”) data system and its mobile application device version. The methods and systems enable both read and write access from the mobile device whether a network connection to the SaaS provider is available or not. They allow for effective local usage and intermittent synching without downloading large numbers of unnecessary records at each synch. The method and systems create a local mobile application device database version to track portions or all of the SaaS provider database. The methods and systems allow the mobile application to be functional while offline between synchs, including with incomplete data and metadata such as a database schema change. In one embodiment, multiple local database tables are used to represent a single SaaS CRM table to facilitate synchronization, and a status indicator is used to convey status on the mobile device application to the mobile user. Administrator settings enable the disclosed synching invention.

Full Text

What is claimed is:

Methods and systems for synchronizing a Customer Relationship Management (“CRM”) data system and its mobile application device version. The methods and systems enable both read and write access from the mobile device whether a network connection to the SaaS provider is available or not. They allow for effective local usage and intermittent synching without downloading large numbers of unnecessary records at each synch. The method and systems create a local mobile application device database version to track portions or all of the SaaS provider database. The methods and systems allow the mobile application to be functional while offline between synchs, including with incomplete data and metadata such as a database schema change. In one embodiment, multiple local database tables are used to represent a single SaaS CRM table to facilitate synchronization, and a status indicator is used to convey status on the mobile device application to the mobile user. Administrator settings enable the disclosed synching invention.
Timeline
Filed
04/18/2026
Published
08/27/2026
Granted
Not Available
IPC Codes(2)
G06F 16/27:Replication, distribution or synchronisation of data between databases or within a distributed database system; Distributed database system architectures therefor
H04L 67/1095:Replication or mirroring of data, e.g. scheduling or transport for data synchronisation between network nodes