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Apparatus and method for online advice customer relationship management

  • US 8,831,965 B2
  • Filed: 11/13/2008
  • Issued: 09/09/2014
  • Est. Priority Date: 12/14/2001
  • Status: Active Grant
First Claim
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1. A method, comprising:

  • identifying, via a computing device, a list of a plurality of service seekers, each respective service seeker of the service seekers having previously received a service from a particular service provider, as identified from at least one service transaction record stored in a service transaction record database for at least one service transaction between the respective service seeker and the particular service provider;

    presenting a single user interface to the particular service provider, the single user interface including;

    the list of the service seekers;

    first user interface elements to select a subset of the service seekers; and

    at least one second user interface element selectable to activate at least one command;

    receiving, from the particular service provider using the first user interface elements in the single user interface, a selection of at least one service seeker having previously received a service from the particular service provider; and

    in response to receiving an activation of the command, processing the at least one service seeker to manage communications between the at least one service seeker and the particular service provider according to the command.

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