Customer Information System
Abstract
A system is provided for managing incoming communications placed in response to advertising, online content, and/or special service numbers. Information extracted from incoming communications can be received by a system server and cross-referenced with a database to obtain cross-referenced customer information pertaining to previous customer communications in the form of online communications, telephone calls, and/or in person customer meetings. The cross-referenced customer information can be passed to a client workstation and displayed to the user in the form of an industry-specific template formatted in accordance with the business needs of the user. The template can be automatically populated with the cross-referenced customer information. The user can view and update the customer information, thereby maintaining a retrievable record of the communication. With regard to the multi-housing industry in particular, customer information can be displayed in the form of a guest card template and/or a service card template.
Claims
exact text as granted — not AI-modified1 - 16 . (canceled)
17 . A method for managing customer information, comprising:
viewing a list of a plurality of incoming communications from customers; selecting one of said communications from said list of the plurality of incoming communications from customers; viewing previously stored customer information pertaining to a customer in response to said selected incoming communication; entering additional customer information pertaining to the customer and said selected incoming communication; and saving said additional customer information.
18 . The method of claim 17 , wherein:
at least one of said incoming communications is an electronic communication.
19 . The method of claim 18 , wherein:
said electronic communication comprises a response to online content.
20 . The method of claim 19 , wherein:
said electronic communication is an electronic communication selected from the group consisting of:
an email message; and
a response to an online form of said online content.
21 . The method of claim 17 , wherein:
said method is performed by a user interacting with a client workstation.
22 . The method of claim 17 , wherein:
said user and said client workstation are located at an office of an advertiser.
23 . The method of claim 17 , wherein:
at least a portion of said previously stored customer information comprises
customer information of a walk-in customer obtained by reading a magnetic card provided by said walk-in customer.
24 . The method of claim 17 , wherein:
at least a portion of said previously stored customer information comprises customer information of an online customer.
25 - 34 . (canceled)
35 . A method for processing customer information, comprising:
receiving information extracted from an incoming communication; cross-referencing said extracted information with customer information of a database to obtain cross-referenced customer information; sending said cross-referenced customer information to a client workstation; receiving updated customer information from said client workstation; and storing said updated customer information in said database.
36 . The method of claim 35 , wherein:
at least one of said incoming communications is an electronic communication.
37 . The method of claim 36 , wherein:
said electronic communication comprises a response to online content.
38 . The method of claim 37 , wherein:
said electronic communication is an electronic communication selected from the group consisting of:
an email message; and
a response to an online form of said online content.
39 . The method of claim 35 , wherein:
said method is performed by a system server of a customer information system.
40 . The method of claim 35 , wherein:
at least a portion of said cross-referenced information comprises customer information of a walk-in customer obtained by reading a magnetic card provided by said walk-in customer.
41 . The method of claim 35 , wherein:
at least a portion of said cross-referenced information comprises customer information of an online customer.
42 - 51 . (canceled)Join the waitlist — get patent alerts
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