摘要:
A method, system, and computer readable storage medium are provided for performing a centralized search to locate information having a common context in an enterprise. Such search can be provided by defining a logical object that groups customer profile and related objects such as contacts, leads, opportunities, notes, interactions, and the like for a search in a customer context. A customer identifier can serve as a key to link the related objects. A keyword search of a logical group is also provided that allows for a single unified search across customers and related objects, or to search within a single customer and related objects. One aspect of the logical group keyword search provides for refining the search to show a subset of objects and to use filtering of object attributes. Search results indicate the customer context by highlighting the customer name in the result.
摘要:
A method and apparatus for recursive navigation. In one embodiment of the method, a first reply is generated in response to receiving a first request from a mobile device. The first reply is generated as a function of a page definition, and the first reply comprises data selected from a first object of a logical data model, but not a second object of the logical data model. The first and second objects are distinct from each other. A second reply is generated in response to receiving a second request from the mobile device. The second reply is generated as a function of the page definition, and the second reply comprises data selected from the second object but not the first object.
摘要:
A method and apparatus for choosing resources based on context and inheritance. In one embodiment of the method, a computer system receives a page request from a mobile device, wherein the page request comprises data that identifies a mobile device type. In response to receiving the page request, the computer system selecting a page definition, wherein the page definition comprises one or more resource identifiers. The computer system selects a first identifier from the one or more identifiers. The computer system creates a list of keys, wherein each key of the list is distinct from the other keys in the list, and each key of the list is created as a function of the first identifier and the data or a portion thereof. The computer system accesses a memory structure that directly or indirectly maps resources to respective keys. The computer system selects a first key from the list, and compares the first key with keys in the memory structure. The computer system selects a first resource that is mapped directly or indirectly to a key in the memory structure that matches the first key. The computer system generates a reply to the request, wherein the reply comprises the first resource.
摘要:
A method is disclosed in which a server generates and transmits a reply to a mobile device via a wireless communication link in response to receiving a request from a mobile device. The reply includes first pattern information and data elements retrieved from a logical data model. The mobile device renders a first page on a screen thereof in response to receiving the reply. The first page includes visual representations of the data elements, and the first page presents the visual representations in a first pattern corresponding to the first pattern information.
摘要:
A method is disclosed in which a server generates and transmits a reply to a mobile device via a wireless communication link in response to receiving a request from a mobile device. The reply includes first pattern information and data elements retrieved from a logical data model. The mobile device renders a first page on a screen thereof in response to receiving the reply. The first page includes visual representations of the data elements, and the first page presents the visual representations in a first pattern corresponding to the first pattern information.
摘要:
One method can involve accessing a global database of sales cycle information. The global database comprises first confidential information for a first salesperson, where the confidential nature of the first information prevents the first information from being accessed by a second salesperson. The method then generates information indicating a lead for the second salesperson based upon the global database and, in particular, the first confidential information. The method can also generate information indicating a basis for the lead. In one embodiment, the first salesperson works in a different office than the second salesperson.
摘要:
n one embodiment, a mobile device renders a page on a screen thereof in response to the mobile device receiving a serialized page definition via a wireless communication link from a server implementing a CRM. The serialized page definition comprises first data and a first command that is bound to the first data. The mobile device is configured to implement a first function when the first command is invoked by a user. The mobile device implements the first function in response to user invocation of the first command, wherein the first function is implemented using the first data.