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: 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 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: 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. 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: 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 customer across a network, such as the Internet and a web site. Branching logic determines the appropriate information to present to the user based on answers to previous questions. The engine allows presentation of the information to the user/customer, by generating hypertext markup language (HTML) files to display the questions or other elements of the logical structure as part of a user interface on a client terminal of the customer.

Abstract: According to one aspect of the present invention, a method includes displaying a search center pane after a user selects a search icon from a search tool bar to begin a user session. The search center pane includes a search frame. The search frame includes a close button. The method also includes selecting a search category from a dropdown list of search categories in the search frame. The method further includes entering a search keyword. In addition, the method includes searching a database for data records matching the search category and the search keyword. Furthermore, the method includes caching the data records matching the search category and the search keyword to maintain persistency of the data records until the user selects the close button to terminate the user session.

Abstract: According to one aspect of the present mechanism, a method is provided in which a search request containing search criteria is received from a first user. A search is performed based on the search criteria to retrieve records in one or more databases that match the search criteria. A list of search results based on the retrieved records is displayed to the first user. In response to the first user's request to associate a particular search result in the list to a particular object, associate the particular search result to the particular object.

Abstract: According to one aspect of the present invention, a method includes displaying a search tool bar including a search icon. The method also includes displaying a search center pane after a user selects the search icon, wherein the search center pane includes a search frame. The method further includes selecting a search category from a dropdown list of search categories in the search frame. In addition, the method includes entering a search keyword. Furthermore, the method includes searching a database for 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 on the search criteria to retrieve records in one or more databases that match the search criteria. A list of search results based on the retrieved records is displayed to the first user. In response to the first user's selection of a particular search result in the list of search results, details of the particular search result are displayed to the first user.

Abstract: According to one aspect of the present invention, a method includes displaying a search center pane after a user selects a search icon from a search tool bar to begin a user session. The search center pane includes a search frame. The search frame includes a close button. The method also includes selecting a search category from a dropdown list of search categories in the search frame. The method further includes entering a search keyword. In addition, the method includes searching a database for data records matching the search category and the search keyword. Furthermore, the method includes caching the data records matching the search category and the search keyword to maintain persistency of the data records until the user selects the close button to terminate the user session.

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 customer across a network, such as the Internet and a web site. Branching logic determines the appropriate information to present to the user based on answers to previous questions. The engine allows presentation of the information to the user/customer, by generating hypertext markup language (HTML) files to display the questions or other elements of the logical structure as part of a user interface on a client terminal of the customer.