IP Library Granted Patent US 9,582,806
Granted Patent B2
US 9,582,806 · App. 12/062,509 · Granted Feb 28, 2017

Customer relationship management system with hierarchical tagging

Inventors: Jacob Taylor (Santa Clara, CA); Ajay Gupta (Cupertino, CA); Vineet Dhyani (Cupertino, CA)
Assignee: SugarCRM Inc.
G06Q30/02
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Quick Facts
Patent No.
US 9,582,806
App. No.
12/062,509
Granted
Feb 28, 2017
Kind
B2
Abstract

A hierarchical tagging system and method are provided. In one embodiment, a software-based customer relationship management system and method may include the hierarchical tagging system.

Claims (25)

1. A software application system, comprising:

a computing device with memory and a processing unit;

an application stored in the memory and having a plurality of lines of computer code wherein the plurality of lines of computer code are executed by the processing unit of the computing device to generate a user interface of the application;

a database coupled to the computing device and storing a multiplicity of articles associated with the application;

the application further comprising a hierarchical tagging component executing in the memory that stores in the database one or more tags arranged hierarchically in a tag hierarchy for an article amongst the articles wherein each article amongst the articles is tagged with a tag in the tag hierarchy and wherein the hierarchical tagging component performs a search for articles based on one or more selected tags in the tag hierarchy, the hierarchical tagging component further linking one of the tags of the tag hierarchy to a parent tag that refers to a collection of others of the tags of the tag hierarchy and monitoring a collection of the others of the tags without using a duplicate list of tags.

2. The system of claim 1 , wherein the application is a customer relationship management (CRM) application.

3. The system of claim 1 , wherein a particular tag amongst the tags in the tag hierarchy is labeled a favorite tag.

4. The system of claim 1 , wherein a particular tag in the tag hierarchy further comprises a deprecated flag that provides a link to a new tag in the tag hierarchy.

5. The system of claim 1 , wherein the articles are included as part of a knowledgebase of the CRM application.

6. The system of claim 5 , further comprising an article list view of articles in the knowledgebase associated with a selected one of the tags in the tag hierarchy.

7. The system of claim 6 , wherein the articles in the article list view are associated with a child tag of the selected one of the tags in the tag hierarchy.

8. The system of claim 1 , further comprising a tag translation unit executing in the memory, the tag translation unit translating different ones of the tags in the tag hierarchy into a selected foreign language.

9. A hierarchical tagging method for a software application system operated on a computing device with a processing unit wherein the application has a plurality of lines of computer code, the method comprising:

generating a user interface of an application the application comprising a multiplicity of articles viewable through the user interface of the application;

storing, in the application, one or more tags arranged hierarchically in a tag hierarchy for an article amongst the articles wherein each article is tagged with a tag in the tag hierarchy;

linking one of the tags of the tag hierarchy to a parent tag that refers to a collection of others of the tags of the tag hierarchy and monitoring a collection of the others of the tags without using a duplicate list of tags; and

performing, using the application, a search for an article amongst the articles based on one or more selected tags.

10. The method of claim 9 , wherein the application is a customer relationship management (CRM) application.

11. The method of claim 9 , wherein a particular tag amongst the tags in the tag hierarchy is labeled a favorite tag.

12. The method of claim 9 linking a new tag to a tag in the tag hierarchy with a deprecated flag.

13. The method of claim 9 further comprising searching for a tag at a specified level of the tag hierarchy.

14. The method of claim 9 , wherein the articles are included as part of a knowledgebase of the CRM application.

15. The method of claim 14 , further comprising displaying in an article list view articles in the knowledgebase associated with a selected one of the tags in the tag hierarchy.

16. The method of claim 15 , wherein the articles in the article list view are associated with a child tag of the selected one of the tags in the tag hierarchy.

17. The method of claim 9 , further comprising translating different ones of the tags in the tag hierarchy into a selected foreign language.

Assignments (2)
SECURITY INTEREST Recorded Jul 31, 2018
From: SUGARCRM INC., AS GRANTOR
To: GOLDMAN SACHS SPECIALTY LENDING GROUP, L.P., AS COLLATERAL AGENT
Reel/Frame 046673/0434 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 23, 2008
From: TAYLOR, JACOB; GUPTA, AJAY; DHYANI, VINEET
To: SUGARCRM, INC.
Reel/Frame 021280/0097 →
Continuity (2)
Provisional Application 60921766 · Apr 3, 2007
Related Publication 20080275851A1 · Nov 6, 2008