US2015007168A1PendingUtilityA1

Customer relationship management portal system and method

64
Assignee: SUGARCRM INCPriority: Feb 23, 2007Filed: Sep 16, 2014Published: Jan 1, 2015
Est. expiryFeb 23, 2027(~0.6 yrs left)· nominal 20-yr term from priority
Inventors:Jacob TaylorJohn RobertsClinton OramMajed ItaniWayne Pan
G06Q 10/06G06F 8/61G06F 16/95G06Q 30/02H04L 67/10G06F 17/30861
64
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Claims

Abstract

A software-based customer relationship management system and method.

Claims

exact text as granted — not AI-modified
1 . A business software application system, comprising: a client; a primary installation further comprising a database containing 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, one or more controllers that control access by the client to the one or more modules and the database; and 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. 
     
     
         2 . The system of  claim 1 , wherein the primary installation further comprises a customer relationship management installation. 
     
     
         3 . The system of  claim 1  further comprising a network that is capable of coupling the primary installation and the portal using a web services application programming interface. 
     
     
         4 . The system of  claim 3 , wherein the web services application programming interface further comprises a simple object access protocol, a representational state transfer protocol or a custom protocol. 
     
     
         5 . The system of  claim 1  further comprising a server computer that hosts the primary installation and a server computer in a different location that hosts the portal. 
     
     
         6 . The system of  claim 1  further comprising a server computer that hosts the primary installation and the portal. 
     
     
         7 . The system of  claim 1 , wherein the primary installation and portal share the database. 
     
     
         8 . The system of  claim 3 , wherein the primary installation further comprises a studio tool that allows a user to modify the user interface of the portal 
     
     
         9 . The system of  claim 3 , wherein the primary installation allows the user to modify the database to modify the user interface of the portal. 
     
     
         10 . The system of  claim 8 , wherein the studio tool changes a layout, a piece of content, a look and feel or a code change to the primary installation and the changes are updated over the network to the portal. 
     
     
         11 . The system of  claim 1  further comprising a firewall wherein the primary installation is inside of the firewall and wherein the portal is outside the firewall. 
     
     
         12 . The system of  claim 1  further comprising a user interface rendering engine wherein the user interface of the primary installation and portal are generated by a metadata input into the user interface rendering engine. 
     
     
         13 . The system of  claim 12  further comprising a template handler and wherein the user interface of the primary installation and portal are generated by a metadata input and a template. 
     
     
         14 . A business software application system, comprising: a client; an installation further comprising a database containing 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, one or more controllers that control access by the client to the one or more modules and the database; and a user interface rendering engine wherein the user interface of the primary installation and portal are generated by a set of metadata input into the user interface rendering engine. 
     
     
         15 . The system of  claim 14 , wherein the installation further comprises a customer relationship management installation. 
     
     
         16 . The system of  claim 14 , wherein the user interface rendering engine generates a gap in the user interface that corresponds to a blank item in the set of metadata. 
     
     
         17 . The system of  claim 14 , 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. 
     
     
         18 . The system of  claim 14 , wherein the set of metadata further comprising an option to change the rendering of the user interface to be rendered by the set of metadata. 
     
     
         19 . The system of  claim 18 , wherein the option further comprises a field based rendering option. 
     
     
         20 . The system of  claim 19 , 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. 
     
     
         21 . A business software application system, comprising: a client; an installation further comprising a database containing 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, one or more controllers that control access by the client to the one or more modules and the database; a template handler that combines a set of metadata and a template to generate a generic template; a template engine that generates a final template of the installation from the generic template; and a user interface rendering engine wherein the user interface of the installation is generated based on the final template and a set of data associated with the installation stored in the database. 
     
     
         22 . The system of  claim 21 , wherein the installation further comprises a customer relationship management installation. 
     
     
         23 . The system of  claim 21  further comprising a server computer that hosts the installation and a cache that stores the final template. 
     
     
         24 . The system of  claim 23 , wherein the cache further comprises a server computer memory or a server disk. 
     
     
         25 . The system of  claim 21  further comprising a computer that hosts the client and wherein the client has a cache that stores the final template. 
     
     
         26 . The system of  claim 23 , wherein the cache further comprises a memory of the client computer or a disk of the client computer.

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