Network scheduler with linked information
First Claim
Patent Images
1. A system of scheduling events and linking information to the events comprising:
- a server with one or more computing component connected to a network, said server comprising a scheduler and a server database;
one or more sales target connected to the network and optionally connected to one or more related sales target through the network or through a second network, said sales target accessing the server through a security component, said security component comparing security information supplied by the sales target to sales target information contained in a sales target file stored in the server database, said sales target
1) inputting sales target information to be stored in the sales target file;
2) using a search component to discover one or more rep and or one or more sales target connected to the network and to optionally create an association with one or more rep, said association a linking of the sales target information to one or more rep information stored in the server database;
3) using the scheduler to offer, modify, confirm and or determine a status of an event, said event electronically linked to sales target information and selected from the group of an interaction and an appointment, said interaction acceptable by more than one associated rep, said appointment acceptable only by an associated rep selected by the sales target;
4) using the search component to a) determine information related to one or more associated rep and b) using an e-mail component to transmit one or more e-mail message to one or more associated rep; and
5) optionally disassociating with one or more associated rep, said sales target comprising computing means to archive, print, and retrieve information related to one or more associated rep;
said sales target optionally
1) comprising means to import data from and or export data to one or more external device; and
2) interconnected to a digital media receiver receiving one or more operating system control file and one or more media file from a media transmitting component of the server; and
, one or more rep connected to the network and optionally connected to one or more related rep through the network or through a second network, said rep accessing the server through the security component, said security component comparing security information supplied by the rep to rep information contained in a rep file stored in the server database, said rep
1) inputting rep information to be stored in the rep file;
2) using a search component to discover one or more sales target and or one or more related rep connected to the network;
3) creating an association with one or more sales target and or optionally with one or more related rep, said association a linking of the rep information to one or more sales target information and or related rep information stored in the server database;
4) optionally selecting one or more associated sales target to enable the rep to a) access and view archived information for one or more selected associated sales target, said archived information selected from the group of sales and service interaction history with the selected associated sales target, b) post targeted information on a web page for one or more selected associated sales target, and c) use an e-mail component to email one or more selected associated sales target;
5) optionally selecting one or more associated related rep to enable the rep to a) access and view associate information for one or more selected associated related rep, said associate information selected from the group of sales and service interaction of the selected associated related rep with one or more sales target associated with said selected associated related rep, b) post information on a web page for one or more selected associated related rep, and c) use an e-mail component to email one or more selected associated related rep;
6) using the scheduler to a) view one or more interaction and or one or more appointment offered by one or more associated sales target, b) electronically accept one or more interaction and or one or more appointment offered by one or more associated sales target, said accepted interaction and or accepted appointment electronically linked to rep information, c) view a status of the interaction(s) and or appointment(s) accepted by the rep, d) modify the status of an accepted interaction and or accepted appointment, e) electronically compare one or more interaction and or appointment offered by one or more associated sales target with the associated rep'"'"'s schedule and use the comparison to accept one or more offered interaction and or appointment, and f) optionally add and or modify a rep annotation for one or more accepted event;
7) responding to one or more e-mail message using the system; and
8) optionally disassociating with one or more associated sales target or associated related rep, said rep comprising computing means to archive, print, and retrieve information related to one or more associated sales target, one or more selected associated sales target and or one or more related rep;
said rep optionally comprising means to import data from and or export data to one or more external device;
said server optionally interacting with the scheduler to a) request a confirmation from the rep that accepted one or more sales target posted meal/snack appointment seven days prior to the date of the appointment, b) notify the sales target when the rep responds to the confirmation, and c) notify one or more upgraded rep when one or more sales target first accesses the network, wherein said first accessing sales target inputs an address in the sales target information, said address included in a territory inputted in the upgraded rep information.
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Abstract
A system and method of scheduling events offered and or created by one or more sales target having a network association with one or more rep and linking information to the event.
76 Citations
34 Claims
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1. A system of scheduling events and linking information to the events comprising:
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a server with one or more computing component connected to a network, said server comprising a scheduler and a server database;
one or more sales target connected to the network and optionally connected to one or more related sales target through the network or through a second network, said sales target accessing the server through a security component, said security component comparing security information supplied by the sales target to sales target information contained in a sales target file stored in the server database, said sales target
1) inputting sales target information to be stored in the sales target file;
2) using a search component to discover one or more rep and or one or more sales target connected to the network and to optionally create an association with one or more rep, said association a linking of the sales target information to one or more rep information stored in the server database;
3) using the scheduler to offer, modify, confirm and or determine a status of an event, said event electronically linked to sales target information and selected from the group of an interaction and an appointment, said interaction acceptable by more than one associated rep, said appointment acceptable only by an associated rep selected by the sales target;
4) using the search component to a) determine information related to one or more associated rep and b) using an e-mail component to transmit one or more e-mail message to one or more associated rep; and
5) optionally disassociating with one or more associated rep, said sales target comprising computing means to archive, print, and retrieve information related to one or more associated rep;
said sales target optionally
1) comprising means to import data from and or export data to one or more external device; and
2) interconnected to a digital media receiver receiving one or more operating system control file and one or more media file from a media transmitting component of the server; and
,one or more rep connected to the network and optionally connected to one or more related rep through the network or through a second network, said rep accessing the server through the security component, said security component comparing security information supplied by the rep to rep information contained in a rep file stored in the server database, said rep
1) inputting rep information to be stored in the rep file;
2) using a search component to discover one or more sales target and or one or more related rep connected to the network;
3) creating an association with one or more sales target and or optionally with one or more related rep, said association a linking of the rep information to one or more sales target information and or related rep information stored in the server database;
4) optionally selecting one or more associated sales target to enable the rep to a) access and view archived information for one or more selected associated sales target, said archived information selected from the group of sales and service interaction history with the selected associated sales target, b) post targeted information on a web page for one or more selected associated sales target, and c) use an e-mail component to email one or more selected associated sales target;
5) optionally selecting one or more associated related rep to enable the rep to a) access and view associate information for one or more selected associated related rep, said associate information selected from the group of sales and service interaction of the selected associated related rep with one or more sales target associated with said selected associated related rep, b) post information on a web page for one or more selected associated related rep, and c) use an e-mail component to email one or more selected associated related rep;
6) using the scheduler to a) view one or more interaction and or one or more appointment offered by one or more associated sales target, b) electronically accept one or more interaction and or one or more appointment offered by one or more associated sales target, said accepted interaction and or accepted appointment electronically linked to rep information, c) view a status of the interaction(s) and or appointment(s) accepted by the rep, d) modify the status of an accepted interaction and or accepted appointment, e) electronically compare one or more interaction and or appointment offered by one or more associated sales target with the associated rep'"'"'s schedule and use the comparison to accept one or more offered interaction and or appointment, and f) optionally add and or modify a rep annotation for one or more accepted event;
7) responding to one or more e-mail message using the system; and
8) optionally disassociating with one or more associated sales target or associated related rep, said rep comprising computing means to archive, print, and retrieve information related to one or more associated sales target, one or more selected associated sales target and or one or more related rep;
said rep optionally comprising means to import data from and or export data to one or more external device;
said server optionally interacting with the scheduler to a) request a confirmation from the rep that accepted one or more sales target posted meal/snack appointment seven days prior to the date of the appointment, b) notify the sales target when the rep responds to the confirmation, and c) notify one or more upgraded rep when one or more sales target first accesses the network, wherein said first accessing sales target inputs an address in the sales target information, said address included in a territory inputted in the upgraded rep information. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19)
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20. A method of scheduling events and linking information to the events comprising the steps of:
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1) one or more sales target optionally interconnected to one or more related sales target and one or more rep optionally interconnected to one or more related rep, each connected to a network accessing a server comprising computing components, said server connected to the network;
2) one or more sales target and one or more rep providing information;
3) the server storing the sales target information in a sales target file and storing the rep information in a rep file;
4) one or more sales target locating and accessing one or more sales target information and or rep information and optionally creating an association with one or more rep, said association a linking of the sales target information to one or more rep information stored in the server database, and or one or more rep locating and accessing one or more related rep information and or one or more sales target information and creating an association with one or more sales target and or optionally with one or more related rep, said association a linking of the rep information to one or more sales target information and or related rep information stored in the server database, and optionally (A) selecting one or more sales target to enable the rep to a) access and view archived information for one or more selected associated sales target, said archived information selected from the group of sales and service interaction history with the selected associated sales target, b) post targeted information on a web page for a selected associated sales target, and c) use an e-mail component to email the designated associated sales target, and or (B) selecting one or more associated related rep to enable the rep to a) access and view associate information for one or more selected associated related rep, said associate information selected from the group of sales and service interaction of the selected associated related rep with one or more sales target associated with said selected associated rep, b) post information on a web page for one or more selected associated related rep, and c) use an e-mail component to email one or more selected associated related rep;
5) the associated sales target allocating and posting one or more event having associated sales target information linked to the event using a server scheduling component, said event selected from the group of an interaction and an appointment, said interaction acceptable by one or more than one associated rep, said appointment targeted to a selected associated rep;
6) the associated rep viewing only those interactions and or appointments offered by one or more associated sales target;
7) the associated rep accepting one or more viewed interaction and or appointment;
said accepting linking associated rep information to the accepted interaction and or accepted appointment;
8) the associated sales target viewing the associated sales target'"'"'s schedule depicting the accepted interactions with linked associated rep information and or accepted appointments with linked associated rep information, and the associated rep viewing the associated rep'"'"'s schedule depicting the accepted interactions with linked associated sales target information and or accepted appointments with linked associated sales target information;
9) the associated sales target modifying, updating, canceling and or confirming one or more offered and or accepted interactions and or appointments, said modified, updated, canceled and or confirmed accepted interactions and or appointments viewable by the associated rep accepting the interaction and or appointment, the associated rep optionally alerted to said modifications, updates, cancellations and or confirmations of accepted interactions and or appointments via a signal and or a message sent to a rep device;
10) the associated rep optionally a) canceling one or more accepted interaction and or modifying one or more accepted appointment, said canceled accepted interaction and or modified accepted appointment viewable by the associated sales target offering the interaction and or appointment, the associated sales target optionally receiving an alert upon each cancellation and or modification of accepted interactions and or appointments sent to a sales target device designated by the associated sales target; and
b) adding and or modifying a rep annotation for an accepted event;
11) the server optionally interacting with the scheduler to a) request a confirmation from the rep that accepted one or more sales target posted meal/snack appointment seven days prior to the date of the appointment and b) notify the sales target when the rep responds to the confirmation, said notification one of an e-mail message and a change in an icon associated with the appointment; and
12) the server and or the associated sales target and or the associated rep optionally archiving, printing, retrieving, and importing/exporting information of an associated sales target and or associated rep. - View Dependent Claims (21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31)
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32. A system of electronically offering and accepting an event having digital information linked to the event comprising:
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a server with one or more computing component connected to a network, said server comprising a scheduler and a server database;
one or more sales target connected to the network and optionally connected to one or more related sales target through the network or through a second network, said sales target accessing the server through a security component, said security component comparing security information supplied by the sales target to sales target information contained in a sales target file stored in the server database, said sales target
1) inputting sales target information comprising general information and specific information, said specific information selected from the group personnel details, business affiliations, policies, food preferences, guidelines, e-mail messages, archived files of messages, and information regarding dealings with one or more associated rep, said sales target information updateable and stored in the sales target file;
2) using a search component to build a search using one of name, geographic and or demographic data to discover one or more rep and or one or more sales target connected to the network and to optionally create an association with one or more rep, said association a linking of the sales target information to one or more rep information stored in the server database;
3) using the scheduler to offer, modify, confirm and or determine a status of an event, said event electronically linked to sales target information and selected from the group of an interaction and an appointment, said interaction either a meal/snack, a drop-in visit or an additional recurring event and having a set number of openings, said opening acceptable by one associated rep, said appointment one of a meal/snack, presentation, seminar, conference, and meeting, and acceptable only by an associated rep selected by the sales target;
4) using the search component to a) determine information related to one or more associated rep and b) transmit one or more e-mail message to one or more associated rep; and
5) optionally disassociating with one or more associated rep, said sales target comprising computing means to archive, print, and retrieve information related to one or more associated rep and or one or more related sales target;
said sales target optionally
1) comprising means to import data from and or export data to one or more external device, and
2) interconnected to a digital media receiver receiving one or more media file and an operating system control file from a media transmitting component of the server, said media file comprises data selected from the group of one or more daily schedule of offered and or accepted interactions and or appointments for that associated sales target, rep information for associated rep(s) that accepted the interactions and or appointments, advertising information, information about upcoming events, education information, and information of personal interest, said personal interest information selected from the group of sports information, arts information, financial information, travel information, cooking information, and digital photographs;
one or more rep connected to the network and optionally connected to one or more related rep through the network or through a second network, said rep accessing the server through the security component, said security component comparing security information supplied by the rep to rep information contained in a rep file stored in the server database, said rep
1) inputting rep information comprising one or more digital photograph of the rep, one or more digital product logo, general information and specific information, said specific information comprising educational material, promotional material, marketing material, and one or more link to external information, said rep information updateable and stored in the rep file;
2) using the search component to build a search using one of name, geographic and or demographic data to discover one or more sales target and or one or more related rep connected to the network and to create an association with one or more sales target and or optionally with one or more related rep said association a linking of the rep information to one or more sales target information and or related rep information stored in the server database;
3) optionally selecting one or more associated sales target to enable the rep to a) access and view archived information for one or more selected associated sales target, said archived information selected from the group of sales and service interaction history with the selected associated sales target, b) post targeted information on a web page for one or more selected associated sales target, and c) use an e-mail component to email one or more selected associated sales target;
4) optionally selecting one or more associated related rep to enable the rep to a) access and view associate information for one or more selected associated related rep, said associate information selected from the group of sales and service interaction of the selected associated related rep with one or more sales target associated with said selected associated rep, b) post information on a web page for one or more selected associated related rep, and c) use an e-mail component to email one or more selected associated related rep;
5) using the scheduler to a) view one or more interaction and or one or more appointment offered by one or more associated sales target, b) electronically accept one or more interaction and or one or more appointment offered by one or more associated sales target, said accepted interaction and or accepted appointment electronically linked to rep information, c) view a status of the interaction(s) and or appointment(s) accepted by the rep, d) electronically compare one or more interaction and or appointment offered by one or more associated sales target with the associated rep'"'"'s schedule and using the comparison to accept one or more offered interaction and or appointment, and e) optionally (i) cancel one or more accepted interaction and or modify one or more accepted appointment and (ii) add and or modify a rep annotation for an accepted event;
6) using an e-mail component to respond to one or more e-mail message;
7) optionally disassociating with one or more associated sales target or associated related rep; and
8) optionally requesting an upgrade from a network system administrator wherein said upgrade prompts the server to a) interact with the scheduler to i) extend the set period of time for the rep to respond to one or more opening posted by one or more associated sales target, ii) automatically accept one or more opening of one or more associated sales target for the upgraded rep when the upgraded rep selects a repeat option over a predetermined span of time, and iii) to notify the upgraded rep when an automated repeat acceptance for the upgraded rep is not available;
b) tag one or more sales target when one or more sales target inputs a code, said code used by the server to display a web page of the upgraded rep to the tagged sales target, said tagged sales target displayed one or more web page where more that one upgraded rep tags the sales target;
the server blocking access to the tagged sales target information by reps other than upgraded reps tagging the sales target for a designated period of time; and
c) notify one or more upgraded rep when one or more sales target first accesses the network, wherein said first accessing sales target inputs an address in the sales target information, said address included in a territory inputted in the upgraded rep information;
said rep comprising computing means to archive, print, retrieve, and import/export information; and
wherein a) offered and or accepted interaction and or appointment activity is
1) logged by a server logging component and archived by a server archiving component, and
2) optionally sorted by a server sorting component and reported by a server reporting component; and
b) the server optionally interacts with the scheduler to
1) request a confirmation from the rep that accepted one or more sales target posted meal/snack appointment seven days prior to the date of the appointment, and
2) notify the sales target when the rep responds to the confirmation, said notification one of an e-mail message and a change in an icon associated with the appointment.
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33. A method of electronically offering and accepting an event having digital information linked to the event comprising:
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1) one or more sales target connected to a network and optionally connected to one or more related sales target through the network or through a second network accessing a server connected to the network, said sales target comprising computing means to archive, print, and retrieve information, said server having one or more computing component, said sales target accessing the server through a security component, said security component comparing security information supplied by the sales target to sales target information contained in a sales target file stored in a server database;
2) the sales target inputting sales target information, said sales target information comprising general information and specific information, said specific information selected from the group personnel details, business affiliations, policies, food preferences, guidelines, e-mail messages, archived files of messages, and information regarding dealings with one or more associated rep, said sales target information updateable and stored in the sales target file;
3) the sales target using a search component to build a search using one of name, geographic and or demographic data to discover one or more rep and or one or more sales target connected to the network and to optionally create an association with one or more rep said association a linking of the sales target information to one or more rep information stored in the server database;
said rep connected to the network;
4) the sales target using a scheduler component to offer, modify, confirm and or determine a status of an event, said event electronically linked to sales target information and selected from the group of an interaction and an appointment, said interaction one of a meal/snack, a drop-in visit and an additional recurring event and having a set number of openings, said opening acceptable by one associated rep, said appointment one of a meal/snack, presentation, seminar, conference, and meeting, and acceptable only by an associated rep selected by the sales target;
5) the sales target using a search component to a) determine information related to one or more associated rep and b) transmit one or more e-mail message to one or more associated rep;
6) the sales target optionally disassociating with one or more associated rep;
7) the sales target optionally a) importing data from and or exporting data to an external device, and b) receiving one or more operating system control file and one or more media file at a digital media receiver interconnected to the sales target, said media file transmitted from a media transmitting component and comprising data selected from the group of one or more daily schedule of offered and or accepted interactions and or appointments for that associated sales target, rep information for associated rep(s) that accepted the interactions and or appointments, advertising information, information about upcoming events, education information, and information of personal interest, said personal interest information selected from the group of sports information, arts information, financial information, travel information, cooking information, and digital photographs;
8) one or more rep optionally connected to one or more related rep through the network or through a second network accessing the server through the security component, said security component comparing security information supplied by the rep to rep information contained in a rep file stored in the server database, said rep comprising computing means to archive, print, retrieve, and import/export information;
9) the rep inputting rep information comprising one or more digital photograph of the rep, one or more digital product logo, general information and specific information, said specific information comprising educational material, promotional material, marketing material, and one or more link to external information, said rep information updateable and stored in the rep file;
10) the rep using the search component to build a search using one of name, geographic and or demographic data to discover one or more sales target and or one or more related rep connected to the network and to create an association with one or more sales target and or optionally with one or more related rep, said association a linking of the rep information to one or more sales target information and or related rep information stored in the server database;
11) the rep optionally selecting one or more associated sales target to enable the rep to a) access and view archived information for one or more selected associated sales target, said archived information selected from the group of sales and service interaction history with the selected associated sales target, b) post targeted information on a web page for one or more selected associated sales target, and c) use an e-mail component to email one or more selected associated sales target;
12) the rep optionally selecting one or more associated related rep to enable the rep to a) access and view associate information for one or more selected associated related rep, said associate information selected from the group of sales and service interaction of the selected associated related rep with one or more sales target associated with said selected associated rep, b) post information on a web page for one or more selected associated related rep, and c) use an e-mail component to email one or more selected associated related rep;
13) the rep using the scheduler to a) view one or more interaction and or one or more appointment offered by one or more associated sales target, b) electronically accept one or more interaction and or one or more appointment offered by one or more associated sales target, said accepted interaction and or accepted appointment electronically linked to rep information, c) view a status of the interaction(s) and or appointment(s) accepted by the rep, and d) optionally (i) cancel one or more accepted interaction and or modify one or more accepted appointment and (ii) add and or modify a rep annotation for an accepted event;
14) the server interacting with the scheduler to a) request a confirmation from the rep that accepted one or more sales target posted meal/snack appointment seven days prior to the date of the appointment and b) notify the sales target when the rep responds to the confirmation, said notification one of an e-mail message and a change in an icon associated with the appointment;
15) the rep using an e-mail component to respond to one or more e-mail message;
16) the rep optionally requesting an upgrade from a network system administrator;
said upgrade prompting the server, the server interacting with the scheduler, the scheduler extending the set period of time for the rep to respond to one or more opening posted by one or more associated sales target, and automatically accepting one or more opening of one or more associated sales target for the upgraded rep when the upgraded rep selects a repeat option over a predetermined span of time, the server notifying the upgraded rep when an automated repeat acceptance for the upgraded rep is not available;
the server tagging one or more sales target when one or more sales target inputs a code, the server using the code to display a web page of the upgraded rep to the tagged sales target, the server displaying one or more web page to the tagged sales target where more that one upgraded rep tags the sales target, the server blocking access to the tagged sales target information by reps other than upgraded reps tagging the sales target for a designated period of time, the server notifying one or more upgraded rep when one or more sales target first accesses the network, wherein said first accessing sales target inputs an address in the sales target information, said address included in a territory inputted in the upgraded rep information;
17) the rep optionally disassociating with one or more associated sales target or associated related rep; and
18) the server logging and or archiving the offered and or accepted interaction and or appointment activity and optionally sorting and reporting the logged information.
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34. A system of discovering other users in a network comprising:
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a server with one or more computing component connected to a network, said server comprising a server database;
one or more sales target connected to the network and optionally connected to one or more related sales target through the network or through a second network, said sales target accessing the server through a security component, said security component comparing security information supplied by the sales target to sales target information contained in a sales target file stored in the server database, said sales target
1) inputting sales target information comprising general information and specific information, said specific information selected from the group personnel details, business affiliations, policies, and guidelines, said sales target information updateable and stored in the sales target file, and
2) using a search component to build a search using one of name, geographic and or demographic data to discover one or more rep and or one or more sales target connected to the network; and
one or more rep connected to the network and optionally connected to one or more related rep through the network or through a second network, said rep accessing the server through a security component, said security component comparing security information supplied by the rep to rep information contained in a rep file stored in the server database, said rep
1) inputting rep information comprising general information and specific information, said specific information selected from the group personnel details, business affiliations, policies, and guidelines, said rep information updateable and stored in the rep file, and
2) using a search component to build a search using one of name, geographic and or demographic data to discover one or more related rep and or one or more sales target.
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Specification