Abstract: Systems and methods are disclosed with respect to extending customer relationship management platform, in particular, providing purpose made components to provide desired functionality. Embodiments are disclosed herein for translation multi-category data requests into single category requests; blocking or controlling browser operation; implementing security access and control over customer data requests; and file management functionality. The systems and methods may be implemented in a user system to extend the functionality of a customer relationship management platform.

Abstract: A system and method for implementing a client service aspect of an enterprise, in which clients interact with representatives via a variety of different communication channels (e.g., phone, chat, text, email). A client contacting the enterprise may be identified. After which, an internal client identification and all available client information may be retrieved from a centralized data store. A representative may quickly and easily search this information to facilitate the interaction. After a purpose of the interaction is given or determined (e.g., request a quote, or account status), the client may be prioritized based upon that purpose and/or transferred to a less busy or otherwise more appropriate communication channel. Any new client information generated during the interaction is indexed and added to the data store. A work schedule for the client service aspect may be adjusted based upon client prioritizations, channel usages, and/or projected future workloads.