Patent ID: 8296174

Claim:
A computer-implemented method comprising: providing, over a network, shared information regarding transactions, wherein each transaction comprises one or more deals, one or more contacts, and one or more accounts, the shared information comprises deal records of the one or more deals of the transactions, contact records of the one or more contacts of the transactions, and account records of the one or more accounts of the transactions, and the providing is performed by a web server coupled to a server; presenting display information for viewing by a user, wherein the display information comprises a subset of the shared information; searching, by a processor of the server, the subset of the shared information to locate one or more records that match one or more criteria, wherein the one or more criteria are provided by the user, the one or more criteria comprise one or more search values of at least one of a contact record field, a deal record field, and an account record field, the searching comprises using a search function that is limited to searching deal records, contact records, and account records of the subset of the shared information for the one or more search values, and the one or more records comprise information about a subset of the one or more deals; and graphically displaying characteristics of the subset of the one or more deals.