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CUSTOMER FOCUSED KEYWORD SEARCH IN AN ENTERPRISE

机译:客户在企业中搜索关键字

摘要

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.
机译:提供一种用于执行集中式搜索以定位企业中具有公共上下文的信息的方法,系统和计算机可读存储介质。可以通过定义逻辑对象来提供这种搜索,该逻辑对象将客户资料和相关对象(例如联系人,潜在客户,商机,便笺,交互等)进行分组,以便在客户上下文中进行搜索。客户标识符可以用作链接相关对象的键。还提供了逻辑组的关键字搜索,该关键字搜索允许跨客户和相关对象进行单个统一搜索,或者在单个客户和相关对象中进行搜索。逻辑组关键字搜索的一方面提供了改进搜索以显示对象子集并使用对象属性过滤的功能。搜索结果通过在结果中突出显示客户名称来指示客户上下文。

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