公开(公告)号：US5839117A

公开(公告)日：1998-11-17

申请号：US779231

申请日：1997-01-06

申请人： Paul Scott Cameron ,  John Charles Nash ,  Robert Christopher Bloomer ,  Robert Edward Wollan ,  Kelly Marie Kreutter ,  Melinda Ann Ahler Olmstead ,  Dale Harry Renner ,  Ryan Douglas Bourne ,  Keith Michael Carnish ,  Dean Richard Jones

发明人： Paul Scott Cameron ,  John Charles Nash ,  Robert Christopher Bloomer ,  Robert Edward Wollan ,  Kelly Marie Kreutter ,  Melinda Ann Ahler Olmstead ,  Dale Harry Renner ,  Ryan Douglas Bourne ,  Keith Michael Carnish ,  Dean Richard Jones

IPC分类号： G06Q10/08 ,  G06Q30/02 ,  G06Q30/06 ,  G06F17/60

CPC分类号： G06Q10/087 ,  G06Q30/0207 ,  G06Q30/0241 ,  G06Q30/0625 ,  G06Q30/0641 ,  G06Q30/0643 ,  G06Q40/02

摘要： A computerized system and method for providing event-driven routing to provide user assistance and marketing functions in an order entry system is provided. One or more user-initiated events capable of being recognized by the computer are defined, as are one or more application points. Each of the application points is associated with at least one of the user-initiated events. An action is assigned to each of the application points. The actions assigned to a particular application point are dynamically invoked upon initiation of the user-initiated event associated with that application point, so the user is provided with the action at a point during the placement of an order at which the action is needed.

摘要翻译： 提供了一种用于提供事件驱动路由以在订单输入系统中提供用户协助和营销功能的计算机化系统和方法。 定义能够被计算机识别的一个或多个用户发起的事件，以及一个或多个应用点。 每个应用点与至少一个用户发起的事件相关联。 每个应用点分配一个动作。 分配给特定应用点的动作在与该应用点相关联的用户发起的事件发起时被动态地调用，因此向用户提供在放置需要动作的顺序的时刻的动作。

公开(公告)号：US5832459A

公开(公告)日：1998-11-03

申请号：US696779

申请日：1996-08-13

申请人： Paul Scott Cameron ,  John Charles Nash ,  Robert Christopher Bloomer ,  Robert Edward Wollan ,  Kelly Marie Kreutter ,  Melinda Ann Ahler Olmstead ,  Dale Harry Renner ,  Ryan Douglas Bourne ,  Keith Michael Carnish ,  Dean Richard Jones

发明人： Paul Scott Cameron ,  John Charles Nash ,  Robert Christopher Bloomer ,  Robert Edward Wollan ,  Kelly Marie Kreutter ,  Melinda Ann Ahler Olmstead ,  Dale Harry Renner ,  Ryan Douglas Bourne ,  Keith Michael Carnish ,  Dean Richard Jones

IPC分类号： G06Q10/08 ,  G06Q30/02 ,  G06Q30/06 ,  G06F17/60

CPC分类号： G06Q10/087 ,  G06Q30/0207 ,  G06Q30/0241 ,  G06Q30/0625 ,  G06Q30/0641 ,  G06Q30/0643 ,  G06Q40/02

摘要： A computerized source searching system and method for the placement of an order for at least one offer via a terminal having a display is disclosed. The system includes system storage for storing offer information, and for storing electronic reproductions of offer sources corresponding to the offer information. The system includes source searching capabilities for locating an offer source, including a display for displaying electronic offer source images, a filtering mechanism for displaying electronic offer source images corresponding to entered source search criteria, and a selection mechanism for selecting one of the electronic offer source images displayed. One or more of the offers associated with the selected electronic offer source image can be located by displaying a segment of the electronic offer source image, and selecting one or more offers in that segment. A user can thereby locate an offer by searching through an electronic equivalent of the offer source used by the person placing the order.

摘要翻译： 公开了一种用于通过具有显示器的终端布置至少一个报价的订单的计算机化源搜索系统和方法。 该系统包括用于存储提供信息的系统存储器，以及用于存储与提供信息对应的提供源的电子复制品。 该系统包括用于定位提供源的源搜索功能，包括用于显示电子提供源图像的显示器，用于显示与输入的源搜索标准相对应的电子提供源图像的过滤机构，以及用于选择电子报价源之一的选择机制 显示图像。 可以通过显示电子报价源图像的片段以及在该片段中选择一个或多个优惠来定位与所选择的电子提供源图像相关联的一个或多个优惠。 因此，用户可以通过搜索由放置订单的人使用的报价源的电子等价物来定位报价。

公开(公告)号：US5737726A

公开(公告)日：1998-04-07

申请号：US570753

申请日：1995-12-12

申请人： Paul Scott Cameron ,  John Charles Nash ,  Robert Christopher Bloomer ,  Robert Edward Wollan ,  Melinda Ann Ahler Olmstead ,  Kelly Marie Kreutter

发明人： Paul Scott Cameron ,  John Charles Nash ,  Robert Christopher Bloomer ,  Robert Edward Wollan ,  Melinda Ann Ahler Olmstead ,  Kelly Marie Kreutter

IPC分类号： G06Q10/10 ,  G06Q30/02 ,  G06F17/60

CPC分类号： G06Q10/10 ,  G06Q10/1097 ,  G06Q30/0201 ,  Y10S707/99931 ,  Y10S707/99945

摘要： 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.

摘要翻译： 描述客户联络管理系统。 可以定制系统，以便为与个人客户，客户群体和商业实体相关的联系人类型提供定制联系人类型和子类型。 可以定义用户偏好以进一步定制系统以提供最方便和时间有效的搜索，输入和响应动作。 通过与订单无关的联系人类型，联系方式，客户识别和客户联系方式的选择，可以通过生成过滤条件来搜索和定位先前的联系人。 可以存储详细描述客户联系人性质的记录，无论联系人是用户启动的，系统启动的还是客户启动的。 提供内部消息和脚本消息，以帮助系统的用户进行客户服务活动。 内部和脚本化消息的数量和频率可以根据用户的体验级别进行更改。