Customer relationship management portal system and method

摘要

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.

主权项

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.