CUSTOMER FOCUSED KEYWORD SEARCH IN AN ENTERPRISE

A method, system, and computer readable storage medium are provided for performing a centralized search to locate information having a common context in an enterprise. Such search can be provided by defining a logical object that groups customer profile and related objects such as contacts, leads, o...

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Bibliographic Details
Main Authors THOMPSON, CHRISTIAN, KETTLE, MATTHEW, DAVID, YASEEN, RAHIM, PENG, OU-DAN, GUPTA, MANISH
Format Patent
LanguageEnglish
French
German
Published 24.07.2013
Subjects
CALCULATING
COMPUTING
COUNTING
ELECTRIC DIGITAL DATA PROCESSING
PHYSICS
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Summary:A method, system, and computer readable storage medium are provided for performing a centralized search to locate information having a common context in an enterprise. Such search can be provided by defining a logical object that groups customer profile and related objects such as contacts, leads, opportunities, notes, interactions, and the like for a search in a customer context. A customer identifier can serve as a key to link the related objects. A keyword search of a logical group is also provided that allows for a single unified search across customers and related objects, or to search within a single customer and related objects. One aspect of the logical group keyword search provides for refining the search to show a subset of objects and to use filtering of object attributes. Search results indicate the customer context by highlighting the customer name in the result.
Bibliography:Application Number: EP20110824303