Client account and information management system and method
First Claim
1. A method for organizing and presenting information from a client account database, and for preparing briefing packages for sales account executives, said database storing a plurality of client records each containing data or links to data relating to a different customer, said method comprising the steps of:
- showing a first set of information for a selected client account on a main screen view on a user display; and
providing user-selectable expandable subforms and hyperlinks to additional information for said selected client account.
2 Assignments
0 Petitions
Accused Products
Abstract
An information repository and management system for data regarding a client base which integrates a plurality of information types including database records, word processor files, e-mail, other hyperlinked documents, web pages and web sites. Implemented as a database application on a web-enabled database server, sales and marketing team members may access the system through an intranet or remotely through an Internet. Portions of the database may be extracted and placed on a portable computing device for traveling purposes. The extracted database can be later synchronized with the central database upon return of a sales and marketing team member from a meeting or business trip. Links and expandable subforms are provided to web sites for stock quoting and client home pages, allowing sales team members to quickly gather information regarding a company'"'"'s latest news announcements, stock performance, and financial status. Client relationship documents, such as meeting summaries, previous meeting briefing packages, and action item tracking sheets are organized and accessible through the system.
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Citations
23 Claims
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1. A method for organizing and presenting information from a client account database, and for preparing briefing packages for sales account executives, said database storing a plurality of client records each containing data or links to data relating to a different customer, said method comprising the steps of:
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showing a first set of information for a selected client account on a main screen view on a user display; and
providing user-selectable expandable subforms and hyperlinks to additional information for said selected client account. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9)
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10. A computer process comprising a computer program embodied in a computer-readable medium for organizing and presenting information from a client account database, and for preparing briefing packages for sales account executives, said database storing a plurality of client records each containing data or links to data relating to a different customer, said computer program being performed on or with aid of a computer and including:
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(a) first code means for causing the computer to show a first set of information for a selected client account on a main screen view on a user display; and
(b) second code means for causing the computer to provide user-selectable hyperlinks and expandable subforms to additional information for said selected client account. - View Dependent Claims (11, 12, 13, 14, 15, 16, 18, 19, 20, 21, 22, 23)
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17. A system for organizing and presenting information from a client account database, and for preparing briefing packages for sales account executives, said system comprising:
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a storage device for storing a plurality of client records, said client records each containing data or links to data relating to a different customer, a first program code means executable by a database server computer for showing a first set of information for a selected client account on a main screen view on a user display; and
a second code means executable by a database server computer for providing user-selectable expandable subforms and hyperlinks to additional information for said selected client account.
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Specification