Abstract: Methods and systems are disclosed that include consolidating data from multiple spreadsheets. Consolidating data from multiple spreadsheets includes receiving a selection of a plurality of spreadsheets via a graphical control panel that includes a spreadsheet selection area. The spreadsheet selection area includes a workbook selection area to select workbooks that are not open for inclusion in the selection of the plurality of spreadsheets. Consolidating data from multiple spreadsheets further includes receiving a selection of portions of data from the plurality of spreadsheets and executing automated consolidation of the portions of data by retrieving the portions of data and generating a final report spreadsheet. Consolidating data from multiple spreadsheets further includes appending the portions of data to the final report spreadsheet.

Abstract: A method of consolidating data from multiple spreadsheets includes selecting multiple spreadsheets (52). Portions of data from files corresponding to each of the spreadsheets (52) are also selected. Automated consolidation of said portions of data is executed. The consolidation includes retrieval of the portions of data, generation of a final report spreadsheet (124), and appendage of the portions of data to the final report spreadsheet (124).

Abstract: A disclosed method provides automated scripting to guide a customer service representative (CSR) in handling a call from a customer. Operations within the method may include displaying products and two or more purpose classifications for selection by the CSR. The purpose classifications may include (a) an add classification for customer requests to add a new product to an account and (b) a remove classification for customer requests to remove an existing product from the account. A page generator may receive input from the CSR selecting one of the purpose classifications and one of the products as pertinent to the call. In response, the page generator may automatically displaying a customized page with scripted text for the CSR to read to the customer. The scripted text may correspond specifically both to the selected purpose classification and to the selected product.

Abstract: A disclosed method provides automated scripting to guide a customer service representative (CSR) in handling a call from a customer. Operations within the method may include displaying products and two or more purpose classifications for selection by the CSR. The purpose classifications may include (a) an add classification for customer requests to add a new product to an account and (b) a remove classification for customer requests to remove an existing product from the account. A page generator may receive input from the CSR selecting one of the purpose classifications and one of the products as pertinent to the call. In response, the page generator may automatically displaying a customized page with scripted text for the CSR to read to the customer. The scripted text may correspond specifically both to the selected purpose classification and to the selected product.

Abstract: A disclosed method provides for dynamic generation of pages for a user interface. Operations within the method may include retrieving a panel template and searching the panel template for links. In response to locating a link, a page generator may automatically attempt to locate a corresponding link condition. In response to locating the corresponding link condition, the page generator may automatically evaluate that link condition. In response to receiving an evaluation of true for the link condition, the page generator may automatically include the link in a customized page. However, in response to receiving an evaluation of false for the link condition, the page generator may automatically omit the link from the customized page. The customized page may then be displayed in a workstation. In an example embodiment, macros may be used to further customize the page.

Abstract: A disclosed method provides automated scripting to guide a customer service representative (CSR) in handling a call from a customer. Operations within the method may include displaying products and two or more purpose classifications for selection by the CSR. The purpose classifications may include (a) an add classification for customer requests to add a new product to an account and (b) a remove classification for customer requests to remove an existing product from the account. A page generator may receive input from the CSR selecting one of the purpose classifications and one of the products as pertinent to the call. In response, the page generator may automatically displaying a customized page with scripted text for the CSR to read to the customer. The scripted text may correspond specifically both to the selected purpose classification and to the selected product.