公开(公告)号：US20120072425A1

公开(公告)日：2012-03-22

申请号：US13033820

申请日：2011-02-24

申请人： Rahim Yaseen ,  Manish Gupta ,  Ou-Dan Peng ,  Christian Thompson ,  Matthew David Kettle

发明人： Rahim Yaseen ,  Manish Gupta ,  Ou-Dan Peng ,  Christian Thompson ,  Matthew David Kettle

IPC分类号： G06F17/30

CPC分类号： G06Q30/01 ,  G06F16/9535

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.

摘要翻译： 提供了一种方法，系统和计算机可读存储介质，用于执行集中式搜索以在企业中定位具有公共上下文的信息。 可以通过定义一个逻辑对象来提供这样的搜索，该对象将客户简档和相关对象（例如联系人，潜在客户，机会，笔记，交互等）分组，以便在客户上下文中进行搜索。 客户标识符可以作为链接相关对象的关键。 还提供了逻辑组的关键字搜索，其允许跨客户和相关对象进行单次统一搜索，或者在单个客户和相关对象内进行搜索。 逻辑组关键字搜索的一个方面提供了精简搜索以显示对象的子集并且使用对象属性的过滤。 搜索结果通过在结果中突出显示客户名称来指示客户上下文。