Service cloud console
First Claim
1. A database system comprising:
- at least one database storing a plurality of data objects; and
at least one server comprising at least one processor configurable to cause;
providing user interface data to a client machine, the user interface data capable of being processed by the client machine to display on a display device of the client machine a user interface providing at least one customer relationship management (CRM) service, the user interface capable of presenting a plurality of session tabs and a plurality of application tabs, a first one of the session tabs having a parent-child relationship with at least a first one of the application tabs, the first application tab being presentable within the first session tab;
retrieving, from a database, customer data associated with a customer, the customer data comprising at least;
account data of an account data object maintained in the database for the customer, andchild CRM data of a CRM data object maintained in the database for the customer, the CRM data object having a child-parent relationship with the account data object;
providing the retrieved customer data to the client machine, the customer data capable of being processed by the client machine to display in the user interface;
the account data in association with the first session tab, andthe child CRM data in association with the first application tab;
detecting at least one user-submitted change to the displayed child CRM data;
detecting an attempt by the user to close a form in which the at least one change is displayed in the user interface;
determining, responsive to detecting the attempt to close the form, that the at least one change has not been saved to the CRM data object maintained in the database;
identifying the first session tab associated with the account data as having the parent-child relationship with the first application tab associated with the child CRM data; and
displaying in the user interface a prompt indicating that the at least one change has not been saved to the CRM data object maintained in the database and requesting that the at least one change be saved before closing the form, the displaying of the prompt being performed without reloading the user interface.
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Accused Products
Abstract
Disclosed are some examples of methods, apparatus, systems and computer program products related to a user interface providing a call center service. In some implementations, the user interface presents session tabs and application tabs. A session tab can have a parent-child relationship with an application tab. Customer data can be retrieved from a database, where the customer data includes account data and child data. The customer data can be provided to cause display in the user interface of the account data in association with a first session tab and the child data in association with a first application tab. Edits to the child data can cause the first application tab to be designated as unsaved.
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Citations
20 Claims
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1. A database system comprising:
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at least one database storing a plurality of data objects; and at least one server comprising at least one processor configurable to cause; providing user interface data to a client machine, the user interface data capable of being processed by the client machine to display on a display device of the client machine a user interface providing at least one customer relationship management (CRM) service, the user interface capable of presenting a plurality of session tabs and a plurality of application tabs, a first one of the session tabs having a parent-child relationship with at least a first one of the application tabs, the first application tab being presentable within the first session tab; retrieving, from a database, customer data associated with a customer, the customer data comprising at least; account data of an account data object maintained in the database for the customer, and child CRM data of a CRM data object maintained in the database for the customer, the CRM data object having a child-parent relationship with the account data object; providing the retrieved customer data to the client machine, the customer data capable of being processed by the client machine to display in the user interface; the account data in association with the first session tab, and the child CRM data in association with the first application tab; detecting at least one user-submitted change to the displayed child CRM data; detecting an attempt by the user to close a form in which the at least one change is displayed in the user interface; determining, responsive to detecting the attempt to close the form, that the at least one change has not been saved to the CRM data object maintained in the database; identifying the first session tab associated with the account data as having the parent-child relationship with the first application tab associated with the child CRM data; and displaying in the user interface a prompt indicating that the at least one change has not been saved to the CRM data object maintained in the database and requesting that the at least one change be saved before closing the form, the displaying of the prompt being performed without reloading the user interface. - View Dependent Claims (2, 3, 4, 5)
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6. A method comprising:
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providing user interface data to a client machine, the user interface data capable of being processed by the client machine to display on a display device of the client machine a user interface providing at least one customer relationship management (CRM) service, the user interface capable of presenting a plurality of session tabs and a plurality of application tabs, a first one of the session tabs having a parent-child relationship with at least a first one of the application tabs, the first application tab being presentable within the first session tab; retrieving, from a database, customer data associated with a customer, the customer data comprising at least; account data of an account data object maintained in the database for the customer, and child CRM data of a CRM data object maintained in the database for the customer, the CRM data object having a child-parent relationship with the account data object; providing the retrieved customer data to the client machine, the customer data capable of being processed by the client machine to display in the user interface; the account data in association with the first session tab, and the child CRM data in association with the first application tab; detecting at least one user-submitted change to the displayed child CRM data; detecting an attempt by the user to close a form in which the at least one change is displayed in the user interface; determining, responsive to detecting the attempt to close the form, that the at least one change has not been saved to the CRM data object maintained in the database; identifying the first session tab associated with the account data as having the parent-child relationship with the first application tab associated with the child CRM data; and displaying in the user interface a prompt indicating that the at least one change has not been saved to the CRM data object maintained in the database and requesting that the at least one change be saved before closing the form, the displaying of the prompt being performed without reloading the user interface. - View Dependent Claims (7, 8, 9, 10)
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11. A system comprising:
database system software stored on a non-transitory data storage medium for execution by at least one server of a database system, the database system software configured to cause; providing user interface data to a client machine, the user interface data capable of being processed by the client machine to display on a display device of the client machine a user interface providing at least one customer relationship management (CRM) service, the user interface capable of presenting a plurality of session tabs and a plurality of application tabs, a first one of the session tabs having a parent-child relationship with at least a first one of the application tabs, the first application tab being presentable within the first session tab; retrieving, from a database, customer data associated with a customer, the customer data comprising at least; account data of an account data object maintained in the database for the customer, and child CRM data of a CRM data object maintained in the database for the customer, the CRM data object having a child-parent relationship with the account data object; providing the retrieved customer data to the client machine, the customer data capable of being processed by the client machine to display in the user interface; the account data in association with the first session tab, and the child CRM data in association with the first application tab; detecting at least one user-submitted change to the displayed child CRM data; detecting an attempt by the user to close a form in which the at least one change is displayed in the user interface; determining, responsive to detecting the attempt to close the form, that the at least one change has not been saved to the CRM data object maintained in the database; identifying the first session tab associated with the account data as having the parent-child relationship with the first application tab associated with the child CRM data; and displaying in the user interface a prompt indicating that the at least one change has not been saved to the CRM data object maintained in the database and requesting that the at least one change be saved before closing the form, the displaying of the prompt being performed without reloading the user interface. - View Dependent Claims (12, 13, 14, 15)
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16. A computer program product comprising program code to be executed by at least one processor when retrieved from a non-transitory computer-readable medium, the program code configured to cause:
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providing user interface data to a client machine, the user interface data capable of being processed by the client machine to display on a display device of the client machine a user interface providing at least one customer relationship management (CRM) service, the user interface capable of presenting a plurality of session tabs and a plurality of application tabs, a first one of the session tabs having a parent-child relationship with at least a first one of the application tabs, the first application tab being presentable within the first session tab; retrieving, from a database, customer data associated with a customer, the customer data comprising at least; account data of an account data object maintained in the database for the customer, and child CRM data of a CRM data object maintained in the database for the customer, the CRM data object having a child-parent relationship with the account data object; providing the retrieved customer data to the client machine, the customer data capable of being processed by the client machine to display in the user interface; the account data in association with the first session tab, and the child CRM data in association with the first application tab; detecting at least one user-submitted change to the displayed child CRM data; detecting an attempt by the user to close a form in which the at least one change is displayed in the user interface; determining, responsive to detecting the attempt to close the form, that the at least one change has not been saved to the CRM data object maintained in the database; identifying the first session tab associated with the account data as having the parent-child relationship with the first application tab associated with the child CRM data; and displaying in the user interface a prompt indicating that the at least one change has not been saved to the CRM data object maintained in the database and requesting that the at least one change be saved before closing the form, the displaying of the prompt being performed without reloading the user interface. - View Dependent Claims (17, 18, 19, 20)
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Specification