Patent ID: 8543945

Claim:
A method comprising: displaying a menu of expandable folders in a user interface for a customer relationship application; accepting a signal from a user input device to select an action within the menu of expandable folders, wherein the action is a transaction from one from the set consisting of a Human Resource Management Software (HRMS) software application and a Customer Relationship Management (CRM) software application; in response to selecting the action displaying a particular form with at least two blank data fields to be filled in, one blank field not being for a customer name; displaying at least two customer names in a hierarchical grid wherein the at least two customer names represent customers with data available to display for the action selected within the menu of expandable folders, wherein at least a portion of the form, at least a portion of the menu of expandable folders, and at least a portion of the hierarchical grid are displayed simultaneously, wherein the at least a portion of the hierarchical grid includes the at least two customer names having a displayed hierarchy; accepting a signal from the user input device to select a customer name in the hierarchical grid from among the at least two customer names; displaying information associated with the selected customer name in the at least one blank data field of the form automatically in response to the selection of the selected customer name, the information specific to both the selected customer name and to the selected action; and accepting a signal from the user input device to select a different action and presenting at least a portion of a different form in response to the selected different action, wherein the different action is a different transaction from the set consisting of a HRMS software application and a CRM software application and wherein the different form is populated with data specific to the selected customer name and that different form.