Patent ID: 8775315

Claim:
A method, comprising: detecting, by a computer processor in connection with a device with a private branch exchange (PBX) system, a first event relating to a call to a receiving party initiated by a calling party, wherein the calling party is a customer of the receiving party; and in response to the detection of the first event, causing communication with an on-demand database service by the computer processor including querying, utilizing an identifier of the calling party, the on-demand database service for contact information that includes at least a name of the calling party, wherein the querying includes using an identifier of the calling party to retrieve the contact information; populating a first interface with the contact information, where the first interface is a template that is configured differently for different groups of users including configuring a language of the template based at least on a location associated with the users by including in the template labels for user interface components that are to be shown and localized to the language, and wherein the first interface further comprises: first indicia representative of a reject action, second indicia representative of a transfer action, and third indicia representative of a hold action; allowing receipt of entry information input during the call by the receiving party; storing the entry information utilizing the on-demand database service; transferring the entry information to the calling party during the call, wherein the entry information is transferred via the on-demand database service; detecting, in connection with the device with the PBX system, a second event that terminates the call; in response to the detection of the second event, sending data relating to the call to the on-demand database service; and storing the data relating to the call to the on-demand database service; wherein a second interface is further provided for at least the receiving party and includes: a search function for searching a directory of contacts, where the directory of contacts is stored by the on-demand database service, a history of calls received and made by a particular user, where the history of calls are stored by the on-demand database service, and pending tasks, where the pending tasks are stored by the on-demand database service.