Abstract: Architecture that facilitates the attachment of multiple visualization types (e.g., charts) to the data of a grid and the presentation of the visualization next to the grid. The infrastructure allows each data view to be associated with a set of visualizations. These visualizations are rendered along with the grid (in a separate presentation pane) so that the user does not have to switch context to perform analysis. The visualizations available include charts that show aggregate and/or non-aggregate data. In a server farm scenario, all user interactions such as drill-downs are provided. Server farm drill-downs for these visualizations can be obtained using MHTML (MIME hypertext markup language). The visualizations can be automatically updated when filters are applied on the grid, and when drill-down is performed on the visualization, the grid is automatically updated. The visualizations can be consumed from a web-based browser client and/or thick client, for example.

Abstract: Not-started CRM dialogs are described to facilitate dialog management in a cooperative manner between a CRM system and a client. A workflow defining a set of actions to complete for a business process can trigger a dialog in a “not-started” state and assign the dialog to a particular user. Pending completion of the dialog, the workflow can be paused or continue in the background to a designated stopping point. The dialog that is assigned can appear in a list of scheduled/pending tasks for the particular user and can include a link or other functionality to resume the dialog. Selection of the dialog from the task list can cause the dialog to resume to an “in-progress” state and the status of the dialog can be updated. Thereafter, the workflow can detect completion of the dialog and continue with further actions to complete the business process.

Abstract: Architecture that facilitates the attachment of multiple visualization types (e.g., charts) to the data of a grid and the presentation of the visualization next to the grid. The infrastructure allows each data view to be associated with a set of visualizations. These visualizations are rendered along with the grid (in a separate presentation pane) so that the user does not have to switch context to perform analyses. The visualizations available include charts that show aggregate and/or non-aggregate data. In a server farm scenario, all user interactions such as drill-downs are provided. Server farm drill-downs for these visualizations can be obtained using MHTML (MIME hypertext markup language). The visualizations can be automatically updated when filters are applied on the grid, and when drill-down is performed on the visualization, the grid is automatically updated. The visualizations can be consumed from a web-based browser client and/or thick client, for example.

Abstract: Duplicate record processing is enabled employing on customizable rules. Detected duplicate records are merged, deleted, deactivated, or moved based on one or more sets of customizable rules. Different rule sets may be used for each record type, or a rule set reused for different records. Hierarchical relationships between master and child records are adjusted upon duplicate processing based on rules and/or record attributes.

Abstract: Duplicate record processing is enabled employing on customizable rules. Detected duplicate records are merged, deleted, deactivated, or moved based on one or more sets of customizable rules. Different rule sets may be used for each record type, or a rule set reused for different records. Hierarchical relationships between master and child records are adjusted upon duplicate processing based on rules and/or record attributes.