Abstract: According to one aspect of the present invention, a method is provided in which a search request containing search criteria is received from a first user. A search is performed based upon the search criteria and the first user's organizational identifier to identify data records that match the search criteria and to which the first user is allowed to access based upon the first user's organizational identifier. In another embodiment, a search is performed based upon the search criteria and a list of categories to which the first user is authorized to access to identify records that match the search criteria and to which the first user is allowed to access based upon the list of categories.

Abstract: According to one aspect of the present invention, a method is provided in which a search request containing search criteria is received from a first user. A search is performed based upon the search criteria and the first user's organizational identifier to identify data records that match the search criteria and to which the first user is allowed to access based upon the first user's organizational identifier. In another embodiment, a search is performed based upon the search criteria and a list of categories to which the first user is authorized to access to identify records that match the search criteria and to which the first user is allowed to access based upon the list of categories.

Abstract: According to one aspect of the present invention, a method is provided in which a search request containing search criteria is received from a first user. A search is performed based upon the search criteria and the first user's organizational identifier to identify data records that match the search criteria and to which the first user is allowed to access based upon the first user's organizational identifier. In another embodiment, a search is performed based upon the search criteria and a list of categories to which the first user is authorized to access to identify records that match the search criteria and to which the first user is allowed to access based upon the list of categories.

Abstract: A flowchart-based tool can be used to build a logical structure. In the context of a customer relationship management (CRM) system, the logical structure can comprise an ordered set of questions and branching logic that are presented to a customer of the business when the customer contacts the business with an inquiry, such as for a sale or service inquiry or other interaction. An engine can run a session associated with the logical structure, with the session presenting questions, text, graphics, and the like dynamically to a user interface. Branching logic determines the appropriate information to present to the user interface based on answers to previous questions.

Abstract: According to one aspect of the present invention, a method is provided in which a search request containing search criteria is received from a first user. A search is performed based upon the search criteria and the first user's organizational identifier to identify data records that match the search criteria and to which the first user is allowed to access based upon the first user's organizational identifier. In another embodiment, a search is performed based upon the search criteria and a list of categories to which the first user is authorized to access to identify records that match the search criteria and to which the first user is allowed to access based upon the list of categories.

Abstract: In one embodiment, a method is provided in which search indices are configured on a server. The search indices are associated with corresponding business components. The search indices are displayed to a client that is connected to the server via a computer network. The client is configured to perform search using data records stored on a local machine. One or more particular search indices from the server are downloaded onto the client in response to the client's request to download the one or more particular search indices to be used for searching on the local machine.

Abstract: A flowchart-based tool can be used to build a logical structure. In the context of a customer relationship management (CRM) system, the logical structure can comprise an ordered set of questions and branching logic that are presented to a customer of the business when the customer contacts the business with an inquiry, such as for a sale or service inquiry or other interaction. A session can be conducted with the customer based on the logical structure. Information associated with the session, such as run-time state information, can be saved in the event of an involuntary or voluntary disconnection, or a time-out of the session. The saved run-time state information can be restored or attached into the session to subsequently resume the session.

Abstract: According to one aspect of the present invention, a method includes receiving search criteria entered by a user. The method further includes searching a database for data records matching the search criteria. The method also includes generating search results comprising of the data records matching the received search criteria. In addition, the method includes caching the search results to maintain persistency of the search results.

Abstract: According to one aspect of the present invention, a method is provided in which a search request containing search criteria is received from a first user. A search is performed based upon the search criteria and the first user's organizational identifier to identify data records that match the search criteria and to which the first user is allowed to access based upon the first user's organizational identifier. In another embodiment, a search is performed based upon the search criteria and a list of categories to which the first user is authorized to access to identify records that match the search criteria and to which the first user is allowed to access based upon the list of categories.

Abstract: According to one aspect of the present invention, a method is provided in which a search request containing search criteria is received from a first user. A search is performed based upon the search criteria and the first user's organizational identifier to identify data records that match the search criteria and to which the first user is allowed to access based upon the first user's organizational identifier. In another embodiment, a search is performed based upon the search criteria and a list of categories to which the first user is authorized to access to identify records that match the search criteria and to which the first user is allowed to access based upon the list of categories.

Abstract: In one embodiment, a method is provided in which search indices are configured on a server. The search indices are associated with corresponding business components. The search indices are displayed to a client that is connected to the server via a computer network. The client is configured to perform search using data records stored on a local machine. One or more particular search indices from the server are downloaded onto the client in response to the client's request to download the one or more particular search indices to be used for searching on the local machine.

Abstract: According to one aspect of the present invention, a method is provided in which a search request containing search criteria is received from a first user. A search is performed based upon the search criteria and the first user's organizational identifier to identify data records that match the search criteria and to which the first user is allowed to access based upon the first user's organizational identifier. In another embodiment, a search is performed based upon the search criteria and a list of categories to which the first user is authorized to access to identify records that match the search criteria and to which the first user is allowed to access based upon the list of categories.

Abstract: According to one aspect of the present invention, a method includes receiving a search category and a search keyword entered by a user. The method also includes performing a single search on at least one database and at least one attached document for data records matching the search category and the search keyword. The method further includes generating search results comprising of the data records matching the search category and the search keyword.

Abstract: According to one aspect of the present invention, a method is provided in which a search request containing search criteria is received from a first user. A search is performed based upon the search criteria and the first user's organizational identifier to identify data records that match the search criteria and to which the first user is allowed to access based upon the first user's organizational identifier. In another embodiment, a search is performed based upon the search criteria and a list of categories to which the first user is authorized to access to identify records that match the search criteria and to which the first user is allowed to access based upon the list of categories.

Abstract: According to one aspect of the present invention, a method includes receiving a search category and a search keyword entered by a user. The method also includes performing a single search on at least one database and at least one attached document for data records matching the search category and the search keyword. The method further includes generating search results comprising of the data records matching the search category and the search keyword.

Abstract: A flowchart-based tool can be used to build a logical structure. In the context of a customer relationship management (CRM) system, the logical structure can comprise an ordered set of questions and branching logic that are presented to a customer of the business when the customer contacts the business with an inquiry, such as for a sale or service inquiry or other interaction. An engine can run a session associated with the logical structure, with the session presenting questions, text, graphics, and the like dynamically to a user interface Branching logic determines the appropriate information to present to the user interface based on answers to previous questions.

Abstract: A flowchart-based tool can be used to build a logical structure. In the context of a customer relationship management (CRM) system, the logical structure can comprise an ordered set of questions and branching logic that are presented to a customer of the business when the customer contacts the business with an inquiry, such as for a sale or service inquiry or other interaction. A session can be conducted with the customer based on the logical structure. Information associated with the session, such as run-time state information, can be saved in the event of an involuntary or voluntary disconnection, or a time-out of the session. The saved run-time state information can be restored or attached into the session to subsequently resume the session.

Abstract: According to one aspect of the present invention, a method is provided in which a search request containing search criteria is received from a first user. The search criteria include at least one search category. Filter search specification associated with the at least one search category is determined. The filter search specification is used to specify a particular type of records in the at least one search criteria to be selected for the search request. A search is performed based upon the filter search specification and the search criteria to identify records that match filter search specification and the search criteria.

Abstract: According to one aspect of the present invention, a method is provided in which a search request containing search criteria is received from a first user. A search is performed based upon the search criteria and the first user's organizational identifier to identify data records that match the search criteria and to which the first user is allowed to access based upon the first user's organizational identifier. In another embodiment, a search is performed based upon the search criteria and a list of categories to which the first user is authorized to access to identify records that match the search criteria and to which the first user is allowed to access based upon the list of categories.

Abstract: According to one aspect of the present invention, a method is provided in which a search request containing search criteria is received from a first user. A search is performed based upon the search criteria and the first user's organizational identifier to identify data records that match the search criteria and to which the first user is allowed to access based upon the first user's organizational identifier. In another embodiment, a search is performed based upon the search criteria and a list of categories to which the first user is authorized to access to identify records that match the search criteria and to which the first user is allowed to access based upon the list of categories.