Invention Grant
US08352599B1 Method and computer program for managing client task information with multiple users 有权
用于管理多个用户的客户端任务信息的方法和计算机程序

Method and computer program for managing client task information with multiple users
Abstract:
A method and computer program for managing client task information across a network with multiple users. The method and computer program is designed to be flexible by providing a standard set of tools for account managers while allowing customization of those tools. The method and computer program includes creating one or more classes associated to a client, creating one or more programs associated to a client's promotion, setting lists of tasks to be completed for a promotion, alerting users when a task is not completed by a given time, creating and storing template documents for a promotion, creating directories of file storage units, uploading electronic documents to the file storage units; inputting contact information into a class or program; providing levels of access to the client task information based on the user.
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