Customer relationship management portal system and method

• US 8,839,232 B2
• Filed: 02/25/2008
• Issued: 09/16/2014
• Est. Priority Date: 02/23/2007
• Status: Active Grant

• Current Assignee: Sugarcrm Incorporated
• Original Assignee: Sugarcrm Incorporated
• Inventors: Taylor, Jacob, Roberts, John, Oram, Clinton, Itani, Majed, Pan, Wayne
• Primary Examiner(s): Zhen, Wei
• Assistant Examiner(s): HUDA, MOHAMMED NURUL
• Application Number:
  US12/072,362
• Publication Number:
  US 20080222630A1
• Time in Patent Office: 2,395 Days
• Field of Search: 717/176, 715/733, 715/741, 715/742
• US Class Current: 717/176
• CPC Class Codes: G06F 16/95 Retrieval from the web
• CPC Class Codes: G06F 8/61 Installation
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: H04L 67/10 in which an application is distributed across nodes in the network software deployment G06F8/60; multiprogramming arrangements G06F9/46

Abstract

A software-based customer relationship management system and method are provided. The system has a client and a primary installation that has a database that contains a plurality of pieces of information, one or more modules that access the database to pull pieces of information from the database based on a request from the client and display a user interface to the user containing the requested information and one or more controllers that control access by the client to the one or more modules and the database. The system also may have a portal generated based on the primary installation wherein a user interface of the portal is updated based on a user interface of the primary installation.

Claims

1. A business software application system, comprising:

a host computing device comprising memory and at least one processor;

a database accessible through a database management interface;

a computer program coupled to the database and comprising one or more modules executing in the memory of the host computing device that access the database to retrieve data based upon a request received from a client application executing in memory of a remotely disposed client computing device communicatively coupled to the host computing device, and display a user interface in the client application containing the requested information;

a separate instance of the computer program comprising less functionality than the computer program generated for display in a Web browser wherein a user interface of the separate instance of the computer program updates in response to changes detected in the user interface of the computer program; and

,

a studio tool coupled to the computer program and configured to provide an end user with an interface through which the end user modifies the user interface of the separate instance of the computer program, and also modifies the database in order to modify the user interface of the separate instance of the computer program.

2. The system of claim 1, wherein the computer program is a customer relationship management application.

3. The system of claim 1 a second host computing device hosting the separate instance of the computer program.

4. The system of claim 1 wherein separate instance of the computer program is hosted in the host computing device.

5. The system of claim 1, wherein the computer program and separate instance of the computer program share the database.

6. The system of claim 3 wherein the host computing device and the second host computing device are on different sides of a firewall.

7. A business software application system, comprising:

a host computing device comprising memory and at least one processor;

a database accessible through a database management interface;

a computer program coupled to the database and comprising one or more modules executing in the memory of the host computing device that access the database to retrieve data based upon a request received from a client application executing in memory of a remotely disposed client computing device communicatively coupled to the host computing device, and display a user interface in the client application containing the requested information;

a user interface rendering engine coupled to the computer program and generating the user interface of both the computer program and also a separate instance of the computer program comprising less functionality than the computer program according to a single set of metadata input into the user interface rendering engine; and

,

a studio tool coupled to the computer program and configured to provide an end user with an interface through which the end user modifies the user interface of the separate instance of the computer program, and also modifies the database in order to modify the user interface of the separate instance of the computer program.

8. The system of claim 7, wherein the computer program is a customer relationship management application.

9. The system of claim 7, wherein the user interface rendering engine generates a gap in the user interface that corresponds to a blank item in the set of metadata.

10. The system of claim 7, wherein the user interface rendering engine expands a field in the user interface to include a location when an empty item is located in the set of metadata.

11. The system of claim 7, wherein the set of metadata comprises an option to change the user interface is to be rendered according to the set of metadata.

12. The system of claim 11, wherein the option further comprises a field based rendering option.

13. The system of claim 12, wherein the field based rendering option further comprises an option to change the formatting of a particular field or change the view of the particular field.