Method and system for assisting management of client contact
First Claim
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1. A computer implemented method for assisting a business person in maintaining contact with at least one client, the method comprising the steps of:
- recording information specific to a client into a database through a computer program and a computer;
establishing at least one predetermined future contact date for the business person to contact the client;
determining the future contact date has arrived to contact the client; and
receiving notification from the computer, through the computer program, when the future contact date arrives to contact the client.
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Abstract
A computer implemented method for assisting a business person in maintaining contact with at least one client, by recording information specific to a client into a database through a computer program, establishing predetermined future contact dates, and recording them on the computer database, whereby the business person has an intent to consider initiating contact with the client on those dates and receiving notification from the computer, through the computer program, when the predetermined contact dates arrive to contact the client.
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Citations
19 Claims
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1. A computer implemented method for assisting a business person in maintaining contact with at least one client, the method comprising the steps of:
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recording information specific to a client into a database through a computer program and a computer;
establishing at least one predetermined future contact date for the business person to contact the client;
determining the future contact date has arrived to contact the client; and
receiving notification from the computer, through the computer program, when the future contact date arrives to contact the client. - View Dependent Claims (2, 3, 4, 5)
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6. A system for assisting a business person in maintaining contact with at least one client, the system comprising:
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a database means for storing specific information about clients;
a field means for entering client information and at least one predetermined future contact date whereby the business person intends to reinitiate contact with the client;
a determination means for determining a specific future contact date, to contact the client, has arrived; and
a notification means for notifying the business person a specific future contact date to contact the client has arrived. - View Dependent Claims (7, 8, 9, 10, 11, 12, 13)
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14. A processor usable medium having processor readable code embodied therein for enabling calendaring of client contact times and actively reminding users of those contact times when the times arrive, the processor readable code in said processor usable medium comprising:
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processor readable code for causing a processor to receive and store specific information about at least one client;
processor readable code for causing a processor to enter at least one predetermined future contact date for contacting a client;
processor readable code for causing a processor to determine the predetermined future contact date is imminent, respective to a processor encoded definition of imminent; and
processor readable code for causing a processor to notify the user that the predetermined contact date is imminent. - View Dependent Claims (15, 16, 17, 18, 19)
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Specification