Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Operations research or analysis
Patent
1995-12-12
1998-04-07
Hayes, Gail O.
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Operations research or analysis
395601, 395615, G06F 1760
Patent
active
057377260
ABSTRACT:
A customer contact management system is described. The system can be customized in order to provide custom contact types and sub-types for the types of contacts relating to individual customers, groups of customers, and business entities. User preferences may be defined to further customize the system to provide the most convenient and time efficient searching, entry, and response actions. Prior contacts can be searched and located by generating filter criteria through the order-independent selection of contact types, contact sub-types, customer identification, and customer contact dates. Records detailing the nature of the customer contact can be stored, whether the contact is user-initiated, system-initiated, or customer-initiated. Internal messages and scripted messages are provided to assist the user of the system in conducting customer service activities. The number and frequency of the internal and scripted messages can be altered according to the experience level of the user.
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Ahler Olmstead Melinda Ann
Bloomer Robert Christopher
Cameron Paul Scott
Kreutter Kelly Marie
Nash John Charles
Anderson Consulting LLP
Bainbridge Barton L.
Hayes Gail O.
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