Contact relationship management system and method
First Claim
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1. A method of generating a target list, comprising:
- creating a contact database having a plurality of contacts, wherein each contact has a unique identifier;
querying a history database for each contact using the unique identifier;
determining a set of history attributes for each contact based on the query; and
generating the target list from the contact database based on at least one history attribute.
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Abstract
A contact relationship management system and method. The system and method generate a target list of target contacts from a contact database having a plurality of contacts. The system and method use a unique identifier to query a history database for each contact. The system and method then determine a set of history attributes for each contact based on the query, and generate the target list from the contact database based on at least one history attribute.
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Citations
22 Claims
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1. A method of generating a target list, comprising:
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creating a contact database having a plurality of contacts, wherein each contact has a unique identifier;
querying a history database for each contact using the unique identifier;
determining a set of history attributes for each contact based on the query; and
generating the target list from the contact database based on at least one history attribute. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A system for generating a target list from a plurality of input lists, each input list having a plurality of input contacts, comprising:
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an identification system for associating a unique identifier to each input contact;
a merge system for processing the plurality of input lists to generate a contact database having a plurality of contacts;
a history system for determining a set of history attributes for each contact by querying a history database for each contact using the unique identifier; and
a target system for generating the target list based on the contact database and at least one history attribute. - View Dependent Claims (12, 13)
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14. A method of creating a contact management report, comprising:
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creating a contact database having a plurality of contacts by merging a plurality of input lists, wherein each contact includes a unique identifier and a value indicating a number of input lists on which the contact appeared;
querying a history database for each contact in the contact database using the unique identifier;
specifying a previous target list based on a plurality of previous input lists;
determining a set of history attributes for each contact in the contact database based on the previous target list and the query; and
creating the contact management report based on the contact database, the previous target list and the set of history attributes. - View Dependent Claims (15)
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16. A contact management report based on a contact database and a previous target list, wherein the contact database includes a plurality of contacts merged from a plurality of input lists, and wherein the previous target list includes a plurality of target contacts merged from a plurality of previous input lists, comprising:
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input list data that describes at least one attribute of each input list;
previous target list data that describes at least one attribute of the previous target list;
group data that describes one of a group of contacts and a group of target contacts having a common history attribute; and
comparison data that describes at least one history attribute of a group of contacts that match a group of target contacts and appear on both an input list and the previous target list. - View Dependent Claims (17, 18, 19, 20, 21, 22)
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Specification